Coordinate approved status updates, meeting requests, and unanswered administrative questions while keeping legal advice with your lawyers.
Book a free consultationScope, access, and coverage are agreed with your team.
Define the recurring work and the evidence your team needs to review it. These building blocks become a role-specific operating plan.
A working record with source references, current status, and the person responsible for the next step.
A focused view of missing inputs, unanswered questions, and items that need your decision.
A dated handoff that distinguishes completed work from pending review and unresolved exceptions.
Provide approved message templates, contact permissions, matter-team responsibilities, and the topics that require attorney review. Define expected response windows and an escalation path when a client raises an urgent concern.
A client asks whether a hearing date has changed and what the change means. The assistant checks the approved calendar, drafts the confirmed scheduling update, and sends the question about legal implications to the attorney.
Illustrative workflow, not a client case study.Confirm the matter, recipient, source status, and approval before sending. Keep an unanswered legal question open even when an administrative acknowledgment has been delivered.
Tool familiarity is considered when defining the role. Your team approves every platform, access level, and source of truth.
Platform names describe possible working environments, not endorsements or a promise of certification.
Provide approved message templates, contact permissions, matter-team responsibilities, and the topics that require attorney review. Define expected response windows and an escalation path when a client raises an urgent concern.
Confirm the matter, recipient, source status, and approval before sending. Keep an unanswered legal question open even when an administrative acknowledgment has been delivered.
Lawyers provide legal advice, interpret events, and make commitments about a matter. The assistant does not predict outcomes, explain legal strategy, or disclose information beyond the authorized recipient group.
We scope the role around your approved systems, including environments such as Clio, MyCase, Lawmatics. Access, training, and the final tool requirements are confirmed before the role begins.
Capture approved intake information and prepare a structured handoff for your firm.
Explore the service ↗
Maintain organized matter folders, document indexes, and version trails under your firm’s naming and access rules.
Explore the service ↗
Coordinate meetings and enter approved dates with source references and attorney verification.
Explore the service ↗
Organize time-entry follow-up, draft invoice preparation, and administrative billing questions for review.
Explore the service ↗Tell us where the queue slows down. We’ll discuss the scope, tools, coverage, and review points that belong in your support role.
Define the role before making a commitment.
