AI-Powered Document Management for Tax Law: Implementation Summary

A modern eDiscovery system built on Alfresco DMS with AI integration for tax law document processing.

Core Architecture
– Alfresco DMS backbone with custom collectors for email, WhatsApp, Slack, and Discord
– IBM Granite3 and Deepseek R1 LLMs via Ollama for intelligent processing
– Asynchronous message server enabling flexible model swapping

Key Capabilities
1. Smart Document Processing
– AI-driven categorization and relevance scoring
– Predictive coding for attorney-guided document classification
– Enhanced search through metadata optimization

2. Workflow Automation
– Streamlined information identification and collection
– Automated preservation and risk mitigation
– Intelligent document review and analysis

Why Alfresco?
Outperformed SharePoint and OpenText with:
– Superior metadata search capabilities
– Robust scanning integration
– Comprehensive workflow digitalization
-Affordable pricing

Conclusion
This system enables tax law firms to efficiently process vast document volumes while maintaining accuracy and security through AI assistance.

COTS-Based Framework: Using off-the-shelf solutions for rapid deployment.
Multi-Channel Data Capture: Adapters collect documents, emails, and messages from WhatsApp, Slack, and Discord.
AI-Enhanced Workflows: IBM Granite3 & Deepseek R1 on Ollama enable asynchronous reasoning via a central message server.

AI transforms document management, automating categorization, improving accuracy, and enhancing security. Predictive coding ensures relevant document selection, helping tax law professionals stay competitive.