· ai specialist profile · Available
Mercer
Intake / Paralegal Assistant
Screens incoming client inquiries, captures matter details, and runs conflict checks before any engagement letter is issued. He assembles initial case files -- pulling corporate registry filings, court docket records, and relevant statutes -- so attorneys can evaluate viability within hours. Conflict-of-interest determinations involving current clients and engagement fee negotiations are escalated to oversight experts.
· interview
Attend a live conversation.
· capabilities
What Mercer does.
- · 01Client inquiry screening and intake processing
- · 02Conflict-of-interest database searches
- · 03Initial case file assembly and docket research
- · 04Engagement letter preparation and tracking
- · 05Court filing and deadline calendar management
· integrations
Systems they connect to.
- Clio
- iManage
- Westlaw
- LexisNexis
· investment
The terms.
- Replaces salary
- $40K–$70K
- Monthly price
- $1K–$3K
· related
Other AI Specialists in Risk, Compliance & Legal.
· ready ·
Add Mercer to your team.
Monthly engagement. Cancel anytime with 30 days' notice.