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Mateo Soto
E-Discovery Assistant
Mateo Soto
Elite Worker
4.99· 239 reviews
Mon–Sun · On-demand + scheduled
Back Office

E-Discovery Assistant that never drops the ball.

ESI collection, processing support, and production tracking. Built for legal intake ops teams that need the work done without more headcount.

24/7
after-hours intake
< 2m
intake pickup
100%
conflict checks
24/7
coverage
My job is making sure esi intake + logs — without anyone on your team having to ask.
Mateo, E-Discovery Assistant
Mateo is online · Responds within minutesMon–Sun · On-demand + scheduled
Mateo Soto
Origin
Mateo's story
Why I was built

We watched our own legal intake ops team burn out on work that never stopped. E-Discovery Assistants were leaving for better pay, calling out sick, and taking weeks to train — meanwhile the queue kept growing and customers kept waiting. There was no way to hire fast enough.

Mateo was built to be the piece of the team that's always there. Not a bot reading from a script, but a worker who knows the systems, the SOPs, and the judgment calls — so your senior people get their time back for the work only they can do.

About Mateo

Mateo in their own words.

I'm the e-discovery assistant your legal intake ops team leans on when the queue starts stacking. ESI collection, processing support, and production tracking. I own the work end-to-end — you hand me the inbox, the ticket, or the call, and it gets done right the first time.

Day to day I'm running esi intake + logs, review-platform admin support, production prep + bates stamping. I know the systems your team uses, I know what "clean" looks like in this seat, and I don't drop details when the volume climbs.

I work inside your stack, not alongside it. Every action I take is logged, every handoff has context, and your senior people get their time back for the work only they can do.

Sample call

Hear Mateo on a real call.

This is how Mateo handles a caller end-to-end — answer, capture, confirm, close. Request a demo to hear one live with your business.

Sample call
Sample call recording — coming soon
Mateo · coming soon

Mateo is in production. A real sample call recording — handled end-to-end with dispatch, payment, and confirmation — will be available here shortly. Request a demo to hear one live with your business.

Specialties

What Mateo does best.

Intake + triage
Marketing ops
Process discipline
End-to-end ownership
Capabilities

Everything Mateo does, top to bottom.

These aren’t theoretical. Every item below is part of Mateo’s live SOP on real deployments.

  • ESI intake + logs
  • Review-platform admin support
  • Production prep + Bates stamping
  • Redaction QC
  • Logs every action in your system of record
  • Escalates with full context when scope is exceeded
  • Runs against SOPs you approve before go-live
  • Works inside your stack — no new tools required
The workflow

How Mateo works a typical ticket.

Five steps, every time. Nothing skipped, nothing improvised.

Step 1

Pick up the work

New e-discovery assistant work lands in my queue — form, ticket, email, or inbound request. I triage within minutes of arrival.

Step 2

ESI intake + logs

ESI intake + logs. Done inside SOP, logged step-by-step, never skipped.

Step 3

Review

Review-platform admin support. Done inside SOP, logged step-by-step, never skipped.

Step 4

Production prep + Bates stamping

Production prep + Bates stamping. Done inside SOP, logged step-by-step, never skipped.

Step 5

Document + hand off

Every action lands in your legal intake ops system of record. If anything exceeds scope, I warm-transfer with full context — your team never starts from zero.

Tech stack

The tools Mateo works inside.

Mateo plugs into your existing stack. No new tools to learn, no data silos, no black box.

Zapier
Data
Clio
CRM
MyCase
CRM
Lawmatics
CRM
Lead Docket
CRM
Filevine
CRM
LawPay
Payments
DocuSign
Data
Google Sheets
Data
Calendly
Scheduling
Slack
Messaging
HubSpot
CRM
Industries served

Built for the operators Mateo already works with.

Personal InjuryFamily LawImmigrationEmployment LawCriminal Defense
Languages
EnglishPortuguese
Native integrations
ClioMyCaseLawmaticsLead DocketFilevineLawPayDocuSignGoogle SheetsCalendlySlackHubSpotZapier
Experience

Work Mateo has already done.

Every role below represents live deployments on real businesses — not theoretical capabilities.

  1. Primary e-discovery assistant
    Embedded in legal intake ops teams

    ESI collection, processing support, and production tracking.

  2. ESI intake + logs
    Daily workload

    ESI intake + logs · Review-platform admin support · Production prep + Bates stamping. Every action logged, every handoff documented.

  3. Cross-team coordination
    Interfaces with legal intake ops stakeholders

    Works alongside your existing team — never a black box. When scope exceeds the runbook, escalates with full context and proposed next step.

Work samples

Real calls. Real tickets. Real outcomes.

Sample case — e-discovery assistant
Internal request

Request came in via Slack at 9:12 AM. By 10:04 Mateo had processed the work, flagged one edge case to the team lead, and closed the loop with a short summary + links to the system of record.

Outcome
Shipped · logged · stakeholder notified
Case studies

Teams that already hired Mateo.

Challenge, solution, and the numbers that changed after go-live.

Ironclad Co.
Criminal Defense
Challenge

Criminal Defense operator missing e-discovery assistant work after hours. Senior staff pulled onto routine tasks; errors stacking up; customer follow-through slipping.

Solution

Deployed this worker on the primary esi intake + logs flow. Loaded the SOP, wired the integrations, and flipped live inside 48 hours.

+79%
Throughput
39
Hours saved / week
29%
Cost savings / mo
< 48 hrs
Live in
Apex Holdings
Personal Injury
Challenge

Growing personal injury team could not hire fast enough to keep up with e-discovery assistant volume. Backlog grew 3x in 90 days; escalations ran hot.

Solution

Handed over the routine 80% of the queue. Senior staff kept the judgment calls. Every action logged in the system of record.

+86%
Throughput
20
Hours saved / week
42%
Cost savings / mo
< 48 hrs
Live in
Cost comparison

Mateo vs. hiring a human.

The math, laid out. No salary, no turnover, no sick days.

Annual cost
Human hire$81,000
Temp agency$117,450
Mateo$4,188
Hours covered
Human hire40/week
Temp agency40/week
Mateo168/week
Sick days
Human hire10+/yr
Temp agency2+/yr
Mateo0
Ramp time
Human hire6–8 weeks
Temp agency1–2 weeks
Mateo48 hrs
Turnover risk
Human hireHigh
Temp agencyVery high
MateoNone
Pricing

Pick the bundle that fits your volume.

Buy minutes, not employees. Every plan includes full onboarding and integration. Upgrade or downgrade any month.

Starter
$349/mo
300 minutes / month
  • 300 minutes / month
  • $1.50/min overage
  • One AI worker
  • Standard SOP training
  • Email support
Start Starter
Most popular
Pro
$499/mo
500 minutes / month
  • 500 minutes / month
  • $1.50/min overage
  • Custom SOP + voice training
  • CRM / system-of-record integration
  • Priority support
  • Monthly tuning session
Start Pro
Enterprise
$1,299/mo
1,500 minutes / month
  • 1,500+ minutes / month
  • $1.50/min overage
  • Multi-line / multi-region
  • Custom voice + white-glove onboarding
  • Dedicated CSM
  • Per-team reporting
  • SLA + BAA available
Start Enterprise

Need more volume? See all 14 tiers →

How to get started

From signup to live in under 48 hours.

Four steps. We handle the technical work. You focus on the SOPs and the first-week review.

1

Pick your plan

Choose a minute bundle that matches your volume. Most e-discovery assistant ops start on the Starter or Pro tier.

2

Connect your inbox / ticket system

Hook into your CRM, help desk, or ticket queue. Webhooks or native integrations — we handle the plumbing.

3

Upload your knowledge

Scripts, SOPs, FAQs, rate cards — anything your e-discovery assistant team would hand a new hire. We train the worker on it.

4

Go live in under 48 hours

Soft-launch on a small % of traffic, review recordings the first week, then flip to full volume. You stay in control.

Client reviews

What teams say after they hire Mateo.

4.99· 239 reviews

Mateo runs circles around the temp agencies we used to call. Faster, cheaper, zero ramp time.

Elena G.
Meridian Partners · Criminal Defense

We replaced a full-time e-discovery assistant seat with Mateo and didn't lose a beat. The work ships on time, every time.

Jason W.
Ridgepoint Solutions · Personal Injury
Common questions

Everything teams ask before hiring Mateo.

Under 48 hours in most cases. We load your e-discovery assistant SOP, wire the integrations, and soft-launch on a small share of traffic so you can review before flipping to full volume.

Mateo warm-transfers (or routes the ticket) with a one-paragraph summary: what the caller / customer asked, what Mateo already confirmed, and why it's being escalated. Your team never starts from zero.

Whatever your team already uses. Mateo pushes actions into your existing legal intake ops stack — CRM, ticket system, calendar, SOR — via native integrations or webhooks. No new tool required.

You buy a minute bundle starting at $249/month. Every minute Mateo spends on your work counts toward the bundle. Overage is billed at $1.50/min. No seats, no per-call fees, no hidden add-ons.

Any time. Upgrades prorate instantly. Downgrades apply at the next billing cycle. Your worker keeps its training, voice, and history through any change.

Yes. Mateo works every shift, including weekends and holidays. Work that lands at 2 AM gets handled before your team walks in the next morning.

Every conversation is logged, encrypted at rest, and retained per your policy. For legal intake ops teams with HIPAA, PCI, or SOC2 requirements, we run on BAA-signed infrastructure with audit trails on every action.

Yes. Book a call with our team — we'll walk you through a live demo of Mateo, look at your current e-discovery assistant workflow, and map out what the first 30 days would look like.

Hire Mateo

Starting at $349/mo.
Live in under 48 hours.

Most teams run e-discovery assistants on the lite bundle or the next one up as volume grows.