The IRS letter has a date on it. The callback should not wait.
Tax clients usually reach out holding a letter. It might be an audit notice, a balance due, or a levy warning, and the date on it can limit the options left. LegalCRM is set up to reply within a minute in English or Spanish, record the notice type and date, and flag urgent notices for an attorney.
A scared caller and a dated letter
A person holding a tax letter is often afraid. When they finally call, they may be ready to read out every number they have, including ones that should never be said on a voicemail.
Intake needs only a few facts: the notice type, its date, and the years named. If that call waits in a queue, the date on the letter keeps getting closer.
What tax callers ask, and what LegalCRM does
IRS audits
“I got an audit letter. Do I need a lawyer?”
Records the notice number printed on the letter, its date, and the tax years named. Books the consult. It never suggests what to tell the auditor.
Notices of deficiency
“The letter says I have 90 days. What does that mean?”
Treats this notice as urgent. Records the date printed on it and flags it for same-day attorney review. It never tells the caller how much time is left.
Back taxes and payment plans
“I owe the IRS and I can't pay.”
Records the years owed, the rough balance on the notice, and whether the returns are filed. It never points the caller to a settlement option.
Levies, liens, and garnishments
“The IRS froze my bank account.”
Treats it as urgent. Records the notice type and date, and escalates it to the path your firm sets.
Florida sales and business taxes
“The state is auditing my sales tax.”
Records the business, the Florida Department of Revenue notice, and its date. Routes it to the attorney who handles state matters.
Tax calls that go to an attorney first
A notice of deficiency, a levy or final notice of intent to levy, a frozen bank account, or any mention of a criminal investigation is flagged as urgent. These calls escalate to a human path your firm defines, such as the attorney on call, and the caller is told when to expect a call back. On Practice and Group, the rules are configured and tested before the AI voice agent takes a live call.
No tax advice
LegalCRM never tells a caller what to say to the IRS, which program fits them, or what they will owe. Florida Bar Rule 4-7.13 bars predicting results, and only your attorneys advise.
Notice dates flagged
Tax deadlines run from the date on the notice. One example is the 90 days to petition the Tax Court after a notice of deficiency (26 U.S.C. § 6213). LegalCRM records the date and flags the record for attorney review.
Criminal exposure goes to a person
If a caller mentions special agents, a criminal investigation, or years of unfiled returns with large amounts, LegalCRM stops collecting details. The call escalates to the path your firm sets, 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.
In the language they wrote in
An IRS letter is hard to read in any language. For a Spanish-speaking family or business owner in South Florida, it can feel even harder. When the form, the replies, and the reminders are in Spanish, the caller can give the notice number and date without fear of getting them wrong. The attorney starts with the right facts.
Pipeline stages we ship for this practice
Not a law firm, and never legal advice
LegalCRM.pro is an intake and follow-up system, not a law firm. It does not give legal advice, and the attorney-client relationship stays with your firm.
On Practice and Group, Aday Interactive writes every message in both languages to fit the Florida Bar's advertising rules (Chapter 4-7) and the ABA Model Rules, and your attorney approves each one before anything sends. The messages answer people who contacted your firm first. They are not a tool for reaching out to strangers.
Rather have it set up and run for you? Aday Interactive does that for firms in this practice.
See the done-for-you build → Compliance detail →Related practice areas
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Formations, deals, and partner disputes, sorted by size and timeline before a partner picks up the phone.
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For bankruptcy firms: sale dates, garnishments, and lawsuit dates asked for first and marked urgent, in English or Spanish.
Estate planning and probate
For estate and probate firms: patient follow-up for planning clients and a short, gentle intake for grieving families, in English or Spanish.
Questions we get on this call
No. Which option fits depends on income, assets, and history that only an attorney can weigh. LegalCRM records the notice and the basics and books the consult where the attorney answers that question.
It is flagged for same-day attorney review. A Tax Court petition generally must be filed within 90 days of the notice. LegalCRM records the date printed on it and escalates the call to the path your firm sets. It never tells the caller how much time is left.
LegalCRM stops collecting details. The caller is told an attorney will follow up, and the call escalates to the human path your firm defines.
With guided setup on Practice and Group, Aday Interactive writes each message in English and Spanish to fit the Florida Bar advertising rules and the ABA Model Rules. Your attorney approves every one before it sends.
The date on the notice is not waiting.
Book a 30-minute demo to see how tax calls would be recorded, flagged, and booked at your firm.
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