AI intake for tax attorneys
Porto learns the tax issue, the years and amounts at stake and any notices with deadlines, so your attorney can judge urgency before the consultation.
Okonkwo Tax Law
AI assistant
Hi, I’m the AI assistant for Okonkwo Tax Law. I can’t give legal or tax advice, but I can get your situation to an attorney. What’s going on?
I got an IRS letter about unfiled returns for 2021 and 2022. It says I have 30 days to respond.
Notice and deadline already covered
So it moves on to the amounts
Thank you. Do you have a rough idea of your income for those years, and do you work with an accountant now?
What Porto does for tax attorneys
Porto replaces the consultation request form on a tax attorney’s website with a short AI conversation. It learns the tax issue, the years and amounts involved, any notices and deadlines and who prepares the returns now, never giving legal or tax advice, and sends your attorney a brief before the consultation.
What Porto works out in the conversation
These are the topics, not a script. Porto asks only what it still needs, so a visitor who mentions their timeline in the first message never hears that question.
Issue
Audit, unfiled returns, back taxes or a dispute
Years
Tax years and the amounts involved
Notices
Letters received and their response deadlines
Taxpayer
Individual, business owner or company
Advisors
Accountants or preparers already working on it
The brief your team gets
Every conversation ends with a one page summary and a fit score, sent to the tools you connect. Your team reads it before the first call.
See how it works
LEAD BRIEF
Rafael Montoya
81
Strong fit
Issue
Unfiled returns for 2021 and 2022
Notice
IRS letter, 30 days to respond
Income
Self employed, about $150,000 a year
Advisors
No current accountant
Questions from tax attorneys
Does Porto give tax advice?
No. It never gives legal or tax advice. It collects details for your attorneys.
What about response deadlines?
Porto asks about notices early, and the deadline appears in the brief so your team can prioritize.
Can it route business and individual cases?
Yes. Porto asks early and sends each case to the right attorney.
See Porto set up for tax attorneys
Bring what your team asks on a first call. We’ll set up the conversation around it and show you on the demo.
Book a demo