Back to Projects

FMG — PAGA Legal Research & Workflow Automation

AI & Workflow Automation Engineer · 2026 – Present

Production workflow automation for Freeman Mathis & Gary (via Muses & Nuggets) in LegalTech. Designed and iterated an end-to-end PAGA filing and settlement-research pipeline, plus ShareFile API automation for file lifecycle and permission workflows — with locking, concurrency, retries, heartbeats, and operational error handling.

Key Metrics & Outcomes

  • End-to-end PAGA pipeline: intake → extraction → validation → delivery
  • Orchestrator/dispatcher/worker pattern for long-running jobs
  • Locking, concurrency control, retries, heartbeats, request tracing
  • Multi-agent extraction: settlements, litigation context, exposure analysis
  • ShareFile API automation with audit-friendly logging & escalation

Project Overview

Situation

California PAGA filing and settlement research was a manual, error-prone process spanning email intake, PDF retrieval, data extraction, and reporting — unsuited to long-running, unattended processing.

Task

Design a reliable production pipeline covering Outlook intake, search/data collection, PDF retrieval, AI-assisted extraction, validation, Airtable persistence, CSV generation, and email delivery.

Action

Built an orchestrator/dispatcher/worker architecture in n8n with request IDs, record claiming, locks, concurrency controls, daily caps, retries, heartbeats, and PENDING/PROCESSING/COMPLETED/ERROR state management; implemented multi-agent LLM extraction (numeric settlements, litigation/mediation context, valuation/exposure); integrated Power Automate Desktop, Browserless, and ShareFile APIs; hardened against malformed PDFs, stale claims, and service-account issues.

Result

Production legal-research automation with full request tracing and operational error handling — evolved from a linear flow into a resilient, observable dispatcher/worker system.

Technology Stack

  • n8n
  • Airtable
  • Microsoft Outlook
  • Power Automate Desktop
  • ShareFile API
  • Browserless
  • LLM APIs
  • PDF/Text Extraction
  • Microsoft Fabric
  • Azure
  • REST APIs