# How Legal&Tax uses LivePerson

**300%**: “improved customer care agent efficiency by 300%”

As published on [liveperson.com](https://www.liveperson.com/resources/success-stories/legaltax-ai-business-assistant/), April 2023. Captured by usedby on 2026-10-24.

- Company: [Legal&Tax](https://www.usedby.ai/companies/legal-tax.md)
- Tool: [LivePerson](https://www.usedby.ai/tools/live-person.md)
- Industry: [Legal & Compliance](https://www.usedby.ai/companies/industry/legal-compliance-legaltech.md)
- Teams: Customer care, Professional advisors, Claims teams, Afterhours BPO center, HR
- Customer since (as the page says): The move to LivePerson and artificial intelligence in 2020

## The use case: how Legal&Tax deploys LivePerson

Legal&Tax uses LivePerson's Conversational Cloud to run an AI business assistant on WhatsApp that helps clients log claims, get legal, tax and debt advice, and buy products, with seamless handoff to human agents when customers prefer.

Summary written by usedby from the source page, in English. The figures are those of LivePerson and Legal&Tax, not ours.

> The move to LivePerson and artificial intelligence in 2020 improved customer care agent efficiency by 300%. The messaging channel has been extended to professional advisors and claims teams, is being deployed for the afterhours BPO center, and they are implementing an additional HR channel for the employee benefits business unit.

- **3x**: “Providing seamless transitions between human agents and AI assistants improves agent efficiency by 3x”

> Legal&Tax’s implementation of WhatsApp messaging through LivePerson has transformed our customer service, providing seamless transitions between human agents and bot assistance and improving agent efficiency by 3x.
>
> Darren Cohen, General Manager at Legal&Tax

Source: [liveperson.com](https://www.liveperson.com/resources/success-stories/legaltax-ai-business-assistant/), captured 2026-10-24.

## Other companies using LivePerson

- [Betcris](https://www.usedby.ai/companies/betcris.md) — Confirmed
- [Bupa](https://www.usedby.ai/companies/bupa.md) — Confirmed
- [Conduent](https://www.usedby.ai/companies/conduent.md) — Confirmed
- [Frost Bank](https://www.usedby.ai/companies/frost-bank.md) — Confirmed
- [Getnet](https://www.usedby.ai/companies/getnet.md) — Confirmed
- [HSBC](https://www.usedby.ai/companies/hsbc.md) — Confirmed

## What usedby checked

We compared the story with its live page on 2026-10-24.

- Checked: the figure 300% is printed word for word on the page, near the name of Legal&Tax.
- Checked: the passage quoted above is copied word for word from the page, near the name of Legal&Tax.
- Checked: the publication date is read from the page’s own metadata, never guessed.
- Checked: Legal&Tax uses LivePerson. Confirmed line. Latest check across sources: 2026-10-24.
- Not checked: the result itself. We quote it; we did not measure it.

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Source: https://www.usedby.ai/case-studies/legal-tax-transforms-cx-with-ai-business-assistant · How we check: https://www.usedby.ai/methodology