A mid-size applicant firm receives between 20 and 60 new uploads per day in MerusCase. They arrive as fax-to-email conversions with filenames like:
(Split File - contains pages 033 through 036) MAIL 03-17-2026.PDFFAXES MARCH 1 TO MARCH 20 PART 1.pdf
A paralegal opens each PDF, reads it, determines which case it belongs to, renames it, files it to the correct case, and creates tasks. This takes 2-3 hours per day.
What AI changes
Type process mail. The system reads each PDF, classifies it against 30+ document types, and presents each one to the attorney with recommended actions: file to case, create activity, create deadline, create task. You approve each action.
A QME report becomes 2026-02-24-qme-rpt-dr-patel-ortho-vega.pdf with a 30-day objection deadline automatically created. A UR denial gets a 30-day IMR appeal deadline. A notice of hearing creates a calendar event.
What's changed since this was written: the system now extracts the applicant identity from the PDF content with a code-enforced binding (see "Why Prompts Are Not Enough") and refuses to file an upload to a case whose applicant doesn't match. Filenames must include the bound applicant's last name. The mail flow is strictly serial — one upload at a time, no parallel reads, no background prefetch. Attorneys approve each filing.