What does Figen AI do for a tax or estate lawyer?
Figen AI is French AI software for wealth management and finance professionals. For a firm of tax or estate lawyers, it brings sourced legal research, tax calculations and the drafting of analyses into a single workspace, together with a wealth CRM and the aggregation of your clients’ data.
Research and source, case law included
Figen AI’s assistants answer on the basis of official texts, case law and your firm’s documents, and every answer is sourced.
- More than 250 legal and regulatory databases, from the BOFIP to Légifrance and Judilibre.
- Atlas, Figen AI’s wealth management encyclopaedia: sourced and dated entries, opening onto their sources in one click.
- Case law: decisions from Judilibre, available from the workspace.
- Search across the file’s documents: an uploaded contract, statement or deed becomes a source for the answer.
Quantify the tax impact of a strategy
Figen AI’s calculators are deterministic, sourced and versioned by tax year: every step of the calculation is visible, and each figure is traceable back to the text.
- Income tax, capital gains on securities and property, crypto-assets.
- Gifts, estates, split ownership, and life insurance within an estate.
- Corporate tax, the director’s dividends, holding companies, tax consolidation and contribution-and-sale.
- Tax treaties, expatriation and inbound expatriates.
- Scenario comparison, to support a recommendation.
The AI explains, the code calculates: no figure is ever made up.
Specialised assistants that draft with you
Figen AI brings together assistants specialised in tax, law, financial analysis, drafting, research and monitoring, which work together on a request; you can attach the file’s documents to it.
- Wealth analyses and recommendation reports in Word and PDF.
- Client presentations in PowerPoint or PDF, created from the file.
- Emails written in your firm’s style and linked to the client.
- An adjustable writing style, so that every document carries your firm’s voice.
A wealth CRM and an aggregator
Figen AI is also a wealth CRM and an aggregator: each client’s record brings together their household, their companies and their assets, and data from their banks and insurers arrives there through Flanks, Figen AI’s global partner for aggregation.
- Individuals and legal entities (SCIs, holding companies, other companies) linked to their owners, households and couples.
- Assets and liabilities, with ownership shares split between household members and companies.
- Calendar, tasks, emails, documents and signatures linked to the record.
Learn more about aggregation with Flanks.
Key points
- One workspace for analysis, calculations, documents and client follow-up.
- Sourced answers, and calculations traceable back to the text they rest on.
- Data hosted in France, and no model is ever trained on your clients’ data.
