An IRS notice has a date on it. So does your callback.
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.
The letter in the caller's hand sets the priority.
Here is what prospective clients type into ChatGPT and Google for each matter, and what the intake agent does with them.
IRS audits
What clients ask
"Got an IRS audit letter, do I need a lawyer?"
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.
Notices of deficiency
What clients ask
"Notice of deficiency 90 days"
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.
Back taxes and payment plans
What clients ask
"Owe the IRS and can't pay"
What the agent does
Records the years owed, the approximate balance on the notice, and whether returns are filed, without recommending a settlement option.
Levies, liens, and garnishments
What clients ask
"IRS levy on my bank account"
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.
Florida sales and business taxes
What clients ask
"Florida sales tax audit help"
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.
The rules your intake has to live inside.
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.
No tax advice
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.
Notice deadlines flagged
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.
Criminal exposure goes to a person
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.
No numbers that do not belong
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.
Free estimate · your numbers only
What are the inquiries that do not sign worth to your firm?
For fee value, use what the firm collects on a typical tax law matter. The starting values are a rough example for tax law. Move them to your own numbers.
Today
- Signing today
- 4.5 a month · 54 a year
- Not signing
- 10.5 a month · 126 a year
Estimate · if your rate rose
from 30% to 35%
+$45,000 a year
about +$3,750 a month in estimated new fees
- Estimated value of all inquiries that did not convert, 12 months
- $630,000
10.5 a month × 12 months × $5,000
This is an estimate, not a prediction. Not every one of these is winnable, and we will not tell you what your rate will become. Nobody honestly can. Based only on the numbers you enter. Not a projection, benchmark, or guarantee of results. Nothing you enter is sent to us.
How to read this estimate. It multiplies the numbers you enter, nothing more. It does not count costs, refunds or unpaid bills, seasonal swings, or how much new work your team can take on. The starting values are rough examples, not industry data or results from any firm. This is not legal, financial, or tax advice, and Aday Interactive, Inc. does not promise any result.
Four steps, priced up front.
Or see it as one package: the Law Firm Front Desk, in three levels from $1,950.
-
1
Free
Bar Compliance and AEO Audit
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 → -
2
$1,950 · one day
Growth Systems Intensive
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 → -
3
From $5,000 · 90 days
Implementation
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 → -
4
From $649 / month
Care
The Practice seat keeps the system we build live, patched, and backed up for $649 a month, with 5,000 texts and 150 minutes of AI voice included each month. 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. Use above the seat’s allowance is $0.03 per text segment and $0.25 per minute of AI voice, on the monthly invoice. Carrier registration for texting depends on carrier approval, so we never promise an activation date.
How many IRS letters went unanswered on your phone last month?
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