Copilot

Ask questions against the case — answered from evidence.

Copilot reads the governed case record — transcript enforcement, the financial profile, strategy output, and playbook sequencing — and answers with rationale tied to the tiers on the record. Included under fair use, not a metered intelligence run.

At a glance

Grounded in the caseAnswers grounded in transcript enforcement, 433 economics, and playbook sequencing on the matter — with a source summary you can cross-check in the workspace.
Three authority tiersIRS ledger, 433 financials, and practitioner context stay distinct — never blended into a guess.
Fair useCopilot Q&A is included — unlike the metered Discovery, Strategy, and Work Verification runs.
Not a generalist chatbotThe deterministic engines remain the source of truth; Copilot reads them, it does not replace them.

A question, answered in context

Instead of re-reading the file, ask. Copilot pulls the stamped authority on the case — enforcement signals, CSED posture, ability to pay, program fit — and answers with the evidence attached, so the next move is defensible, not a hunch.

Copilot \u00b7 Case RESO-0142Fair use
Is Marcus a fit for an Offer in Compromise?

Unlikely as a first move. The 433 puts reasonable collection potential near $41,000, above a realistic offer, and 2022 is still unfiled (SFR). Clear compliance first, then a partial-pay installment agreement fits the open CSEDs.

Tier IRSTC 582 lien · 2022Tier 433NDI ≈ $640/moPlaybookCompliance-first

Every answer cites the case record \u2014 transcripts, the 433, and your playbook. Not a generalist chatbot.

Copilot answers from the case record with rationale tied to the authority tiers on the matter.

What it can answer

  • Is this client a fit for an Offer in Compromise, an installment agreement, or CNC — and why?
  • What is the next required step on this resolution program?
  • Which tax years are unfiled or carry active enforcement?
  • What does the 433 say about ability to pay this month?

Why it doesn’t invent your case

Copilot reads the same governed authority the deterministic engines stamp — the transcript parser, logic engine, and strategy playbook own the truth. When it answers, a practitioner can cross-check the answer against the case record — transcripts, financial profile, and strategy output — rather than trust a black box.

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