Legal Workflow Experts (E-Discovery & Legal Tech) (Work Trial)

Mercor is hiring Legal Workflow Experts with hands-on experience across leading legal tech platforms to help define and evaluate real-world workflows performed by lawyers. You’ll break down how legal professionals actually use these tools in practice—going far beyond surface-level features.

This role is ideal for practitioners who have deeply used tools like Relativity, Clio, DocAssemble, or contract lifecycle management systems, and can articulate detailed, step-by-step workflows.

Location Requirements

Legal Workflow Experts

What You’ll Do

end-to-end legal workflows

how different types of legal data are handled

deep, structured breakdowns

decision points, edge cases, and variations

competent lawyer should be able to accomplish

Example Task

Strong responses include

file types, transformations, and outputs

Set up a batch review assignment.

Weak responses include

Tools / Categories

Requirements

at least one

lawyer, legal operations professional, or litigation support specialist

detailed, real-world workflows

legal processes

Project Commitment

Mercor is hiring Legal Workflow Experts with hands-on experience across leading legal tech platforms to help define and evaluate real-world workflows performed by lawyers. You’ll break down how legal professionals actually use these tools in practice—going far beyond surface-level features. This role is ideal for practitioners who have deeply used tools like Relativity, Clio, DocAssemble, or contract lifecycle management systems, and can articulate detailed, step-by-step workflows. Map end-to-end legal workflows performed within specific tools (not just features) Describe how different types of legal data are handled, including ingestion, processing, review, and output Provide deep, structured breakdowns of workflows (e.g., litigation, contract review, client intake, document automation) Identify decision points, edge cases, and variations within workflows Evaluate what a competent lawyer should be able to accomplish using each platform You may be asked: “What workflows should a lawyer be expected to perform on an e-discovery tool like Relativity?” (You will be required to add the 10 most important workflows for every app (~5 mins per workflow)) Strong responses include: Step-by-step workflows (e.g., ingesting custodial data → processing → deduplication → TAR → review → privilege tagging → production) Specifics on file types, transformations, and outputs Real-world context (litigation stages, compliance needs, collaboration) Set up a batch review assignment. I need to distribute documents across a team of reviewers in a controlled way. I go to the Review Batches tab, create a new batch set, and point it at a saved search as the source. I set the batch size (how many documents per reviewer per batch). I define the batch source sort order — I can prioritize by date, by custodian, or by relevance score if I've already run analytics. I assign reviewers to the batch set. I create the batches, which locks each reviewer's assigned documents so no one reviews the same document twice. Weak responses include: We are looking for coverage across the following tools: Ironclad, Agiloft, or Icertis (any 1) Hands-on experience with at least one of the listed tools (multiple is a strong plus) Background as a lawyer, legal operations professional, or litigation support specialist Ability to articulate detailed, real-world workflows (not just product features) Strong understanding of legal processes (litigation, contracts, compliance, etc.) Clear, structured written communication Ability to produce high-quality responses quickly (~5 mins per workflow, 10 workflows per category, ~1 hour per category per expert) This is work trial and expected to last ~3 hours in total Based on results of this it may be extended to be a full long-term project commitment We consider all qualified applicants without regard to legally protected characteristics and provide reasonable accommodations upon request.

• Map end-to-end legal workflows performed within specific tools (not just features)
• Describe how different types of legal data are handled, including ingestion, processing, review, and output
• Provide deep, structured breakdowns of workflows (e.g., litigation, contract review, client intake, document automation)
• Identify decision points, edge cases, and variations within workflows
• Evaluate what a competent lawyer should be able to accomplish using each platform
• Step-by-step workflows (e.g., ingesting custodial data → processing → deduplication → TAR → review → privilege tagging → production)
• Specifics on file types, transformations, and outputs
• Real-world context (litigation stages, compliance needs, collaboration)
• Set up a batch review assignment. I need to distribute documents across a team of reviewers in a controlled way. I go to the Review Batches tab, create a new batch set, and point it at a saved search as the source. I set the batch size (how many documents per reviewer per batch). I define the batch source sort order — I can prioritize by date, by custodian, or by relevance score if I've already run analytics. I assign reviewers to the batch set. I create the batches, which locks each reviewer's assigned documents so no one reviews the same document twice.
• Generic feature lists (e.g., “upload files,” “review documents”) without depth or context
• Relativity
• Clio
• Ironclad, Agiloft, or Icertis (any 1)
• Hands-on experience with at least one of the listed tools (multiple is a strong plus)
• Background as a lawyer, legal operations professional, or litigation support specialist
• Ability to articulate detailed, real-world workflows (not just product features)
• Strong understanding of legal processes (litigation, contracts, compliance, etc.)
• Clear, structured written communication
• Ability to produce high-quality responses quickly (~5 mins per workflow, 10 workflows per category, ~1 hour per category per expert)
• This is work trial and expected to last ~3 hours in total
• Based on results of this it may be extended to be a full long-term project commitment