Use cases

Track which Chapter 13 clients will send their tax returns

Reads the replies to a tax return request and records whether each client will send, already sent, has not filed yet or refuses, and who needs a call.

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Try it on this example

Example · A reply to the yearly tax return text

Channel (call, SMS, email): SMS

The whole conversation, oldest message first

Lakeshore Debt Law: The trustee needs your 2025 tax return. Please upload it in the client portal by Oct 31. Client: I filed an extension, my tax guy is doing it this month. I'm getting a refund of like 2,300 and I already have plans for it. how do I upload when it's done
  1. What did the client say about their tax return?Not filed yet97%
  2. Does the client mention a tax refund?Yes99%
  3. Does the client ask for help with the return or with sending it?Yes94%

These are real answers stored from one run on this example.

The prism behind it

Track which Chapter 13 clients will send their tax returns3 questions

Fields

  • Channel (call, SMS, email)
  • The whole conversation, oldest message first

Context

We are Lakeshore Debt Law, a consumer bankruptcy firm. Every year we ask clients in Chapter 13 plans for their tax return, which the trustee requires. The text is the conversation that followed the request, oldest message first; it may have no speaker labels. The answers sort clients for the case team, who follow up.

Questions

  1. What did the client say about their tax return? Choice

    • Will send The client has already filed this year and says they will send it.
    • Already sent The client says they already sent it to the firm or the trustee.
    • Not filed yet The client has not filed this year yet or filed an extension, whatever they say about sending it later.
    • Refuses The client says they will not send it.
    • Says not required The client says they are not required to file a return.
    • No reply The client has not responded to the request.

  2. Does the client mention a tax refund? Yes / No

    Yes: The client mentions getting, expecting or having spent a refund. No: No refund is mentioned.

  3. Does the client ask for help with the return or with sending it? Yes / No

    Yes: The client asks how to get a copy, how to send it, or for help preparing or filing. No: No such request appears.

Lens columns

return_status, return_status_probability, refund_mentioned, refund_mentioned_probability, needs_help, needs_help_probability

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Add this prism in the app, change any question, and test it on a file of your own.

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