Claude Counsel

Problem

Legal jargon and tax laws are tedious to sift through and understand, the vast amount of literature that must be cross referenced to gauge and narrow down on solutions is cumbersome. Individuals pay hefty sums of money to solicitors and auditors who help comb through the dark waters of legalese in order to get reliable answers to questions.

This problem is difficult to address with other language models because it requires the capabilities to consider multiple sources of official documents from the Government. Truly solving this would require an individual to gain good knowledge on these laws, which is often quite difficult for a normal person to do.

Solution

Introducing ClaudeCounsel, an assistant aimed at helping people navigate the choppy waters of tax law. ClaudeCounsel brings to your fingertips a palatable form of tax law with a familiar chat interface. Any questions related to personal income tax will be answered by CC in a way that easily understandable.

How we built it

ClaudeCounsel was built with (surprise, surprise!) Claude, MongoDB, Haystack and the Brave Search API. Documents related to tax law are collected and stored in MongoDB. At inference time, a HayStack RAG pipeline is constructed with custom node that acts as a Fetcher from MongoDB and the PromptNode leveraging Claude.

System Architecture

Challenges we ran into and how we solve them

Domain specificity and jargon
Injecting context into Claude via the prompt effectively
Brave Search API Haystack in tandem

Accomplishments that we’re proud of

Learning how to effectively tune prompts and design responsible natural language processing service.

What's next for Claude Counsel

The areas for development for ClaudeCounsel as a product are as follows:

Diversifying: Our assistant is developed in a topic agnostic manner, meaning it can adopt to any legal area or govt jurisdiction with much ease,
Accessibility: Tax concerns are ubiquitous and ClaudeCounsel needs to be as well. As of now it has a text interface. There is scope for incorporating audio and video to enable differently-abled people to leverage this
Enterprise ClaudeCounsel for Accountants: This is a tool that can be as valuable to tax consultants as to individuals. This can significantly boost productivity and confidence of firms when dealing with clients.