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//Case studies

Thedy & Partners.

A tax advisor's assistant — a self-updating base of 538,000+ tax interpretations with hybrid search and a research agent. A preliminary opinion in ~2 minutes instead of 12 hours.

Industry
Tax advisory
Timeline
2024–present
Outcome
From ~12 hours to ~2 minutes

The problem

Preparing a tax opinion took hours of manually searching and analysing interpretations. The knowledge was scattered across a corpus of more than half a million documents — with new ones arriving daily.

What I built

A system that maintains its own knowledge base and serves it to advisors in seconds:

  • Half a million documents processed — to start, every one of the 538,000+ documents had to be analysed by AI: summarised, described with metadata and indexed. I spread an operation of that scale in parallel across several model providers' infrastructure; today the system runs on Anthropic models.
  • A self-updating base — every night the system checks the Ministry of Finance's new publications and automatically downloads, analyses and indexes anything it doesn't yet have — retrying failures by itself, with no one on call.
  • Hybrid search — an advisor's query is searched semantically and full-text at the same time; results are merged, scored for relevance and ordered before they reach the advisor.
  • Opinion drafts — the system analyses the retrieved interpretations and prepares a preliminary opinion in two steps: analysis, then synthesis.
  • A research agent — an autonomous AI agent that decides for itself when to query the search engine and when to pull a document's full text — conducting research in stages, the way a person would.
  • The firm's portal backend — search, research and the agent are available to advisors through an internal portal.

Stack: n8n, PostgreSQL, Elasticsearch, Next.js; Anthropic models.

The outcome

Preliminary opinion preparation cut from around 12 hours to around 2 minutes. The engagement is ongoing: the system is being extended with further corpora — a court-rulings database and a legal-provisions database — on the same proven architecture.

//Contact

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