Legal-tax intelligence
Tax analysis that states its assumptions before it concludes.
Legal-tax intelligence in Castilho Torres IA is a set of specialist assistants for Brazilian tax, fiscal and accounting law. They examine each matter from its assumptions, keep what is proven apart from what is inferred and deliver material ready for review by a qualified professional.
By configuration Assistants, knowledge bases and protocols depend on what is enabled for your account.
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The expensive problem
In tax work, the error is rarely in the general rule. It sits in a wrong assumption about the client’s regime, an exception nobody looked for or a document that contradicts the client’s account. With Brazil’s consumption tax reform in transition, those assumptions multiply with every client.
- Senior hours spent redoing analyses built on unconfirmed assumptions.
- Exposure to tax assessments when credits are taken without sufficient evidence.
- Opinions that are hard to review because they do not show where each conclusion came from.
How it works
- Describe the matter Ask the question and give the context: client, tax regime, sector and documents available.
- See the assumptions The assistant lists what it is assuming and marks each assumption as confirmed, to verify or missing.
- Examine the basis and exceptions The analysis brings the applicable provisions and looks for special regimes and relevant exceptions, citing each source.
- Get a conditional conclusion The recommendation comes with a confidence level and the uncertainties that still depend on evidence.
- Send it for review The material goes to the responsible professional, who confirms, edits and approves it before any external use.
The specialist assistants
Each assistant combines domain knowledge for one area, an analysis protocol and its own sources. Actual specialization depends on the agent, document base and protocol enabled for your account.
Legal Pro
Research, legal analysis and support for building the legal basis.
By configurationLegal-Tax
Tax risk, interpretation and statutory provisions.
By configurationFiscal and Accounting
Compliance, filing obligations and tax impact.
By configurationDocument Review
Clauses, inconsistencies, omissions and evidence.
By configurationAI Output Audit
Critical review of AI-assisted analyses and answers before they reach a client.
By configurationOperations
Context on clients, matters, requests and tasks.
By configurationWhat changes for each person
Tax partner or tax director
Reviews analyses that already arrive with assumptions and sources stated, and spends time only on what is genuinely contested.
Lawyer or consultant
Spends less time building the scaffolding of the analysis and more time on technical judgment.
Client or leadership
Gets answers that make clear what is proven, what depends on a document and what happens next.
Illustrative example
A realistic workflow
An illustrative example, with fictional data, of how the work moves through the platform.
- A food manufacturer asks whether it can take CBS and IBS credits on maintenance services contracted during the transition.
- The legal-tax assistant lists three assumptions: the tax regime, the nature of the services and whether formal contracts exist.
- Two assumptions are confirmed with documents. The third is flagged as to verify, because one supplier has no contract.
- The analysis gathers the LC 214/2025 provisions relevant to the credit and records that the conclusion depends on evidencing the uncontracted service.
- The consultant edits the wording, the partner approves it and a task asks the client for the missing supplier documentation.
Illustrative example. Not tax advice for real cases.
How it connects to the rest of the platform
What depends on configuration
- Available assistants and their protocols depend on plan and installation.
- The quality of the grounding depends on the knowledge bases and documents actually indexed.
- The platform does not access external systems, such as a client’s tax authority portals, without a configured integration.
- The conclusion and professional responsibility always rest with the qualified professional.
Objections and common questions
See all questionsDoes the platform account for Brazil’s tax reform?
Complementary Law 214/2025 (LC 214/2025) and the transition context can be part of the knowledge bases the assistants consult, depending on account configuration. Because regulation keeps evolving, every analysis shows the sources used so the professional can confirm they reflect the rules in force.
Can I use the analysis as a legal opinion?
Not directly. The platform prepares review material. The opinion belongs to the professional who reviews, edits and signs it.
Does it work for tax planning?
It helps structure scenarios, assumptions and the legal basis of a plan. Risk assessment and the decision remain with the responsible professional.
What if a document is missing?
The analysis marks the assumption as missing or to verify and makes the conclusion conditional on it, instead of assuming the fact.
Try legal-tax intelligence on your own questions.
Create an account and explore the assistants enabled for the trial, or talk to the team about a rollout.
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