Client intake
Collect intake information, organize forms, and follow up on missing details using your approved process.
For law firms with too much admin
Specialist service · 01
Less chasing files. More time for clients.
An office-based virtual assistant keeps intake, follow-ups, and administrative files moving through attorney-approved processes. We match support to your tools, including Clio workflows when your firm uses them.
See how an office-based virtual assistant worksIntake, missing documents, and unanswered status requests should not consume an attorney’s day. Office-based Legal VAs help keep your administrative work moving under your direction.
How we can help
We match the role to your workflow, tools, and approvals. Our team handles training and supervision. You set the priorities.
Collect intake information, organize forms, and follow up on missing details using your approved process.
Coordinate appointments, maintain calendars, and track reminders for your team to review.
Request outstanding documents, organize incoming files, and flag incomplete information.
Send approved updates, route questions, and keep communication records organized.
Track requests, follow up with relevant parties, and keep pending items visible.
Maintain file structures, proofread administrative materials, and format approved templates for attorney review.
The bottleneck we help remove
Less attorney time spent on routine follow-up
Fewer files stalled by missing information
More consistent client communication
Legal VAs provide administrative support under your direction. They do not provide legal advice or replace licensed legal professionals.
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