Six Specialists You Never Have to Hire
2026-07-22 · Workplex · 6 min read · Agents, Automation, Back Office
Behind the file work is a fleet of six specialists — the back-office roles that used to burn your team's hours. Think of them as staff you never have to hire, manage, or pay benefits for. Each owns one job, they all read the same case file, and every one of them answers to the attorney.
The roster
- The correspondence desk — reads and routes claimant, carrier, and provider mail so no letter sits unread and no deadline hides in the inbox.
- The biller — captures billable work from the record itself, so nothing billable slips.
- The drafter — assembles first-pass briefs and letters in your templates.
- The settlement analyst — prepares C&R analysis with every number sourced to the page.
- The deadline watchdog — tracks statutory dates and flags exposure early.
- The calendar keeper — keeps the calendar and the case file in agreement.
You hold the dial
None of them act on their own by default. You set an autonomy level for each agent, per firm — from observe (watch and summarize, nothing leaves) to suggest, to act with approval, to act on standing instructions. Every level is logged. Every level is reversible. The ceiling is always yours to set and to lower.
One file. Six specialists. Gated by you.
Why a fleet, not a feature
Bundling this as one big button would hide what matters: these are distinct jobs with distinct risk. Billing can be more autonomous than settlement prep. A firm can trust drafting further than it trusts anything touching a deadline. Separate agents with separate dials let a firm grant exactly the autonomy it is comfortable with — and no more — while the attorney stays the gate every output passes through.