Yes. The bot recognises CP14 (initial balance due), CP501 and CP503 (reminders), CP504 (intent to levy state refunds), LT11 / Letter 1058 (Final Notice of Intent to Levy with CDP rights), CP90, CP91, and audit-related notices (CP2000 underreporter, Letter 525, Letter 1058). LT11 in particular triggers a 30-day CDP appeal clock that pauses collection, and the bot raises that urgently as the first action item, not a footnote.

Yes, at the framing level. The OIC Reasonable Collection Potential formula is 12 months of disposable income (calculated using IRS allowable living expense standards by county and household size) plus quick-sale value of equity in assets, for a lump-sum offer. Periodic-payment offers use 24 months. The bot walks the rough math, captures the inputs, and screens out prospects whose RCP clearly exceeds the debt - they're better off on a direct-debit installment agreement than paying for an OIC engagement.

Yes. Currently Not Collectible status pauses collection without settling the debt, requires demonstrating that allowable living expenses exceed income, and is reviewed periodically. For older liabilities approaching the 10-year CSED, CNC is often the right play because the debt expires by statute. The bot captures the assessment year on intake and surfaces the CSED conversation when relevant.

Yes. Section 6015(b) covers innocent spouse relief, (c) covers separation of liability for divorced or separated taxpayers, (f) covers equitable relief for cases that don't fit (b) or (c). The bot covers the framework, captures the marital history and the source of the underreported income, and routes to the attorney who handles innocent spouse claims for the actual Form 8857 prep and the streamlined determination process.

Yes. The bot recognises CP2000 underreporter notices (often resolvable by correspondence), correspondence audits (limited scope), office audits, and field audits (full scope). It captures the audit type, the tax year, and the scope of inquiry before the attorney consult so the engagement starts on the actual issue rather than fact-gathering. Audit-defense engagements are typically separate from collection-resolution engagements at most firms.

The bot focuses on collection (post-assessment) cases by default but can be configured to also handle examination (pre-assessment) and appeals. The firm's practice mix determines the bot's grounding content - some firms do collection-only, some do examination+collection, some include criminal tax representation. The bot's scope mirrors the practice, and out-of-scope prospects get a courteous referral message.

Most resolution attorneys charge a paid initial consultation ($350-$500 typical) that screens out the prospects who can't afford the engagement and is often credited against the engagement fee if the prospect hires the firm. The bot frames the fee that way (billed against engagement if you hire us) and routes to the booking flow. This is different from financial planning where the discovery call is free; resolution attorneys' time is too valuable to give away.

Many prospects arrive having spoken to debt-relief mills - JG Wentworth, Optima Tax Relief, Anthem Tax Services - and the bot can be configured to address those conversations specifically. Mills typically promise pennies-on-the-dollar OIC settlements without screening for RCP eligibility, charge large upfront fees, and underperform on outcomes. The bot can describe the firm's diligence-first framework as the differentiator without disparaging specific competitors by name.