In development · Demo by request

Clear Legal (LIMMA)

Case intake system for tax notice matters. Organize client cases, document CP2000 notices, and track responses through resolution.

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Who This Is For

Clear Legal is designed for tax offices that handle IRS notice matters for clients, particularly CP2000 underreporter notices. It provides a structured intake process for notice cases.

Tax offices handling CP2000 underreporter notices
Preparers responding to IRS income discrepancy notices
Firms managing multiple notice cases for clients
Offices needing organized case intake workflows

The Problem It Addresses

Clients receiving IRS notices like the CP2000 often need help understanding and responding. Tax offices handling these cases need to gather information, organize documentation, and track the response process. Clear Legal provides a structured intake system for these notice matters.

Illustrative Workflow — Not a Feature Guarantee

How a Tax Office Might Use Clear Legal

Create case — Open a new case for the client's notice matter.
Client intake — Record client information and notice details.
Document upload — Upload the CP2000 notice and supporting documents.

Verified: case/client records, CP2000 document intake. Discrepancy tracking, status tracking, and case search are not yet verified.

Clear Legal LIMMA overview showing case ledger interface with document, entity, and relationship counts — **Historical Clear Legal / LIMMA overview.** Cropped to remove client records; capture date and build unverified. Historical screen labels and counts do not verify current capabilities. Marketing copy visible in screenshot ("traced back to the page") describes aspirational functionality — current verified capabilities are limited to case/client records and CP2000 document intake only. Entity extraction, relationship mapping, and anomaly detection shown in the interface are not verified features.

Capabilities

Case Records

Create and manage case records for client notice matters.

Client Intake

Structured intake forms for gathering client and notice information.

CP2000 Document Intake

Upload and organize CP2000 notices and related IRS correspondence.

Current Limitations & Readiness

Automatic notice mapping not configured: AI-powered notice reading and mapping require configuration not included. Notice details must be entered manually.

Manual intake: Case intake and document organization are primarily manual processes.

Focus on CP2000: Current development has focused on CP2000 notices. Other notice types may have limited support.

Does not file responses: Clear Legal organizes cases but does not submit responses to the IRS.

Development status: The system is in active development. Features may change.

Frequently Asked Questions

Does this read CP2000 notices automatically?: Automatic notice reading requires AI configuration not included in standard deployments. Notice information must be entered manually.
What types of notices are supported?: Development has focused on CP2000 underreporter notices. Support for other notice types varies.
Does this file responses with the IRS?: No. Clear Legal is a case organization tool. Responses are filed through your normal IRS submission channels.
Can clients submit their own information?: Client-facing intake capabilities depend on deployment configuration. Contact us to discuss your requirements.
How does this relate to IRS Record Intelligence?: Clear Legal focuses on intake for notice matters. IRS Record Intelligence is a broader case and document organization system. They can be used together or separately.

Enterprise Licensing

Clear Legal is licensed per office under Tax Partners USA's enterprise model. There are no monthly subscriptions or online checkout.

White-label available: Rebrand with your firm name and logo.
Self-hosted option: Run on your own infrastructure.
Quote-based pricing: Licensing cost depends on case volume and deployment needs.
Support included: Setup, training, and ongoing support are discussed as part of your quote.

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