and file it to the correct case automatically
No more sick days. No more vacations. No Work Comp. No more backlog. Paige sorts, classifies, and files every document to the right case. Clear weeks of mail in hours.
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Hand off the mail, review their work, approve and file
Scan your daily mail stack with cover sheets between documents and drop it on your clerk's desk. They'll flip through every page, using separator sheets to split the stack into individual documents.
Your clerk identifies each document type, pulls out ADJ numbers and names, and matches everything to the right case. Review their sorting and make adjustments with a click.
Give the thumbs up and your clerk files everything to the right cases with proper tags. They'll even create review tasks for your team.
Skills that make them invaluable to your team
Drop a cover sheet between each document in your mail stack. Your clerk uses these separator sheets to split even 1000+ page batches into individual files instantly.
Your clerk scans every page for ADJ numbers and matches documents to the right workers' comp case automatically.
Hearings, deadlines, appointments, trials - your clerk finds every important date and creates calendar events with location and time.
Medical reports, WCAB forms, correspondence, depositions - your clerk recognizes them all and labels accordingly.
Your clerk processes documents via encrypted connections with zero data retention - complete privacy and HIPAA compliance.
Your clerk connects to your case management system and files documents with proper tags - no copying and pasting required.
Designed to meet ABA Model Rule 1.6 and California State Bar requirements
Your documents are transmitted via encrypted connections and processed with zero data retention. We never store your files or extracted content.
We don't store your documents or extracted data. API calls to MerusCase are made via encrypted channels and are not logged or retained.
ABA Model Rule 1.6(c) requires lawyers to make "reasonable efforts to prevent unauthorized disclosure" of client information. With encrypted transmission and zero data retention, Mailroom Agent minimizes third-party data exposure risks.
California Business & Professions Code § 6068(e)(1) mandates protecting client secrets "at every peril." Your files are encrypted in transit and never stored on our servers - keeping your data under your control.
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Unlimited processing, dedicated support, and team features.
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