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.

What You’ll Do

• 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

Example Task

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:

• Generic feature lists (e.g., “upload files,” “review documents”) without depth or context

Tools / Categories

We are looking for coverage across the following tools:

• Relativity

• Clio

• Ironclad, Agiloft, or Icertis (any 1)

Requirements

• 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)

Project Commitment

• 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