Conducts background research on companies, individuals, cases, and markets. Paul produces tight sourced briefs in the format your team uses, with citations you can verify before you act on them.
Paul fills the research hours that should never have been on a senior attorney's plate. When a new matter opens, when a client asks about a counterparty, when a partner needs to understand a market before a negotiation, Paul starts immediately and delivers a brief before the deadline.
The work he takes off your team: the three-hour court records search before a call that only needs a ten-minute briefing doc. The background check on a potential client that always takes longer than expected. The case law sweep for a brief being drafted at 5pm on a Wednesday. The competitive landscape summary for a business formation client who wants to understand their industry before signing.
Paul does not give legal advice. He gathers, synthesizes, and cites. Every brief includes source links and document references. Every claim is traceable. Your attorneys take his output and apply judgment to it.
Three real examples. Research depth and citation format are calibrated to your practice area and partner preferences during onboarding.
Bracken Properties, Inc. is a Minnesota-registered C-corporation (EIN 41-XXXXXXX), incorporated 2011. Principal office: 200 S 6th St, Minneapolis. Three subsidiaries identified: Bracken North Loop LLC, Bracken Warehouse Holdings LLC, Bracken Industrial MN LLC. The Warehouse Holdings entity carries an unresolved judgment from 2019, flagged for review.
CEO Marcus Tanaka (since 2015, prior: JLL Minneapolis). CFO Rachel Sohn. General Counsel on retainer: Hester & Partners LLP. Potential conflict: Hester is also opposing counsel on the Loop Development matter.
Two civil matters on PACER: Bracken Warehouse Holdings LLC v. Midnorth Freight (2019, settled) and a property tax dispute with Hennepin County (2022, dismissed). No criminal history, no regulatory sanctions found.
Paul connects to both public research sources and your firm's internal systems. He pulls context from your matter files and logs everything he produces back to the right records.
Paul learns your citation format, your brief structure, and the kinds of questions each partner tends to ask during a 14-day onboarding.
Paul receives sample briefs from your existing work product. He learns your citation style, heading format, and the level of detail each partner expects.
Paul delivers briefs for partner review before they are used. You mark gaps, source problems, and format corrections. He adapts with each round.
Paul's briefs go directly into your workflow. You review the first delivery of each new research type and flag anything that misses the mark.
Paul researches independently. Citation accuracy and format compliance are monitored via the monthly quality review. The 30-day check-in is on the calendar.
Background research on counterparties, witnesses, and potential clients (corporate structure, public filings, litigation history, key personnel). Case law research in state and federal courts. Market and industry research (size, comparables, regulatory landscape). Due diligence prep (pre-closing checklist support, public record sweeps). The common thread is that the output is a brief, a list, or a structured document, not a legal opinion.
Not by default, because most of the research Paul does can be sourced through free databases (CourtListener, PACER, RECAP, state court portals). If your firm already has Westlaw or LexisNexis credentials, Paul can be configured to work through those databases at no additional fee beyond your existing subscription. That configuration happens during onboarding.
During onboarding, you share three to five sample briefs from your existing work product. Paul learns your heading structure, citation style (Bluebook, ALWD, or custom), and the level of detail each partner expects. By day 10, his output should go directly into your workflow without reformatting. If it does not, we tune it until it does before the 90-day guarantee window closes.
Yes, with appropriate scoping. Paul accesses publicly available records, SEC filings, regulatory databases (FDA public records, FINRA BrokerCheck, HHS OIG exclusions list), and news sources. He does not access private healthcare data or non-public financial information. For matters in regulated industries, the research brief notes which findings are from public sources and flags areas where additional specialist review may be warranted.
Paul flags it. If he finds a prior judgment, an unresolved lien, a regulatory sanction, or any record that a reasonable attorney would want to know about, he surfaces it clearly in the brief with a note recommending partner review. He does not interpret it, advise on it, or act on it. The judgment call stays with you.
Two weeks of guided setup. Producing research independently by day 14. Performance guaranteed for the first 90 days. If he does not meet standard, we replace him or refund the hiring fee.