Tax clients usually call holding a letter: an audit notice, a balance due, a levy warning. The date on that letter often decides what options remain. We build bilingual AI intake for Miami tax law firms that aims to answer in under a minute, records the notice type and date, marks urgent notices for attorney review, and books the consultation.
We build the technology and the content. Your attorneys make every legal judgment and approve every word clients see. Nothing we deliver is legal advice. Se habla español.
The short answer
Aday Interactive, Inc. builds AI intake for tax law firms in Miami-Dade and Broward. The agent answers in English and Spanish, records the type and date of the IRS or Florida Department of Revenue notice, marks urgent notices for attorney review, and books the consultation. It never advises a caller on what to tell the IRS.
Here is what prospective clients type into ChatGPT and Google for each matter, in English and Spanish, and what the intake agent does with them.
What clients ask
"Got an IRS audit letter, do I need a lawyer?" · "carta de auditoría del IRS"
What the agent does
Records the notice number printed on the letter, its date, and the tax years named, then books the consult. It never suggests what to say to the auditor.
What clients ask
"Notice of deficiency 90 days" · "aviso de deficiencia del IRS"
What the agent does
Is set up to treat this notice as urgent: it records the date printed on the notice and alerts an attorney the same day. It never tells the caller how much time is left.
What clients ask
"Owe the IRS and can't pay" · "debo impuestos al IRS"
What the agent does
Records the years owed, the approximate balance on the notice, and whether returns are filed, without recommending a settlement option.
What clients ask
"IRS levy on my bank account" · "el IRS embargó mi cuenta"
What the agent does
Is set up to treat it as urgent, records the notice date and type, and transfers the call live to the on-call attorney, or texts them an alert if nobody answers.
What clients ask
"Florida sales tax audit help" · "auditoría de impuestos de venta en Florida"
What the agent does
Records the business, the Florida Department of Revenue notice, and its date, and routes to the attorney who handles state matters.
What gets escalated to your team
The agent is set up to treat any notice of deficiency, any levy or final notice of intent to levy, any frozen bank account, and any mention of a criminal investigation as urgent. It transfers the call live to the on-call attorney's phone and, if nobody answers, texts them an urgent alert with the call summary. The caller is told when to expect a call back.
Every agent we build is fenced before it says a word. These are the lines that matter most in tax law work. Your ethics counsel reviews the full list during setup.
The agent never tells a caller what to say to the IRS, which program they qualify for, or what they will owe. Florida Bar Rule 4-7.13 bars predicting results, and only your attorneys advise.
Tax deadlines run from the date on the notice, such as 90 days to petition the Tax Court after a notice of deficiency (26 U.S.C. § 6213). The agent records the date and marks the record for attorney review.
If a caller mentions special agents, a criminal investigation, or unfiled years with large amounts, the agent stops collecting details and transfers the call to an attorney if one is available, or texts the on-call attorney an alert, so nothing sensitive sits in a chat log.
Intake never asks for Social Security numbers, account numbers, or full returns. Documents come later, through a secure channel your firm controls.
On every call and message, the agent names your firm, says it is a law firm, and identifies itself as an assistant, never an attorney.
Or see it as one package: the Law Firm Front Desk, in three levels from $1,950.
Free
A rule-labeled check of your current site against the Florida Bar advertising rules, plus how readable it is to AI search. Bring the report to your ethics counsel.
Run the audit →$1,950 · one day
We map how inquiries reach your firm today, then build booking with reminders, missed-call text-back, a 7-day bilingual follow-up, and chat answers drawn from your approved FAQs. Credits in full toward Implementation if it starts within 60 days.
See Growth Systems →From $5,000 · 90 days
The bilingual voice and messaging agent, intake by notice type, notice-date capture for attorney review, criminal-exposure alerts, texted checklists with secure upload links, and Spanish practice-area pages built for AI search.
See AI employees →From $349 / month
The platform seat keeps the system we build live, patched, and backed up, from $349 a month, with text, email, and voice usage billed at cost and no markup. Optional monthly hours cover call review and prompt changes, because an agent only improves when someone reviews its calls.
See pricing →Project work bills 50/25/25 on milestones. Text, email, and voice usage on a system we build is billed at cost, with no markup. Carrier registration for texting depends on carrier approval, so we never promise an activation date.
In 30 minutes we walk through how inquiries reach your firm today, where they leak, and what an intake agent would handle. Founder-led by Brandon Aday from our Coral Gables office.
or call 305-209-8453 · se habla español
Response time
Response time is a target, not a promise. Our AI intake agents aim to answer in under 60 seconds, and typically respond within one to three minutes. Actual timing depends on third-party voice, SMS, and network delivery, which we do not control. We measure the real number and report it in your dashboard rather than guarantee it. Speed also depends on correct account setup, carrier registration (A2P 10DLC), and your intake configuration.
Bar Advertising Notice
The hiring of a lawyer is an important decision that should not be based solely upon advertisements. Prior results do not guarantee a similar outcome. Aday Interactive, Inc. is a technology firm and is not a law firm; nothing on this page is legal advice or creates an attorney-client relationship. Content on this page is illustrative of the technology architecture Aday Interactive builds for law-firm clients; each engagement is scoped and reviewed independently for compliance with the current Rules Regulating The Florida Bar (Chapter 4-7 and Rule 4-1.5) and any additional jurisdictions in which the client firm is admitted. Where content mentions federal or state statutes, ABA Model Rules, or bar-advertising checklists, those references are for informational and educational purposes only and do not constitute legal advice or opinion. The attorney responsible for any client-firm-facing advertising produced by Aday Interactive, Inc. is the client firm's designated ethics counsel or managing attorney. Consult qualified counsel licensed in your jurisdiction before acting on anything you read here.
No. Which option fits depends on income, assets, and history only an attorney can weigh. The agent records the notice and the basics and books the consultation where an attorney answers that question.
It goes to an attorney the same day. A Tax Court petition generally must be filed within 90 days of the notice. The agent records the date printed on the notice and alerts an attorney, so it never waits in a voicemail box.
The agent stops and connects them to a person. It does not collect details about possible criminal exposure. It tells the caller an attorney will call back, transfers the call live if the on-call attorney picks up, and texts them an alert if not.
It can make your firm easier to find and cite. We build English and Spanish practice-area pages that explain IRS notices in plain words, plus LegalService and Attorney schema. No one can guarantee a citation, and we never promise one. Read how AI search picks firms.
No, and we never build it that way. Florida Bar Rule 4-7.18 bars soliciting prospective clients by phone or real-time electronic contact, and the FCC ruled in 2024 (FCC 24-17) that an AI-generated voice counts as an artificial voice under the Telephone Consumer Protection Act. The agent answers people who reach out to your firm, and follows up only with people who asked to hear from you.
Start free, then fixed steps. The Bar Compliance and AEO Audit is free. The Growth Systems Intensive is $1,950 for one day, and it credits in full toward Implementation if Implementation starts within 60 days. Implementation runs 90 days from $5,000 and scales with scope. After launch, the platform seat starts at $349 a month, with text, email, and voice usage billed at cost and optional hours on top. Project work bills 50/25/25 on milestones.