Track counsel-directed discovery requests, document collection, and administrative handoffs in the firm’s approved matter workspace.
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 the matter-specific instructions, approved collection process, confidentiality rules, and the supervising legal contact. Counsel must specify deadlines, custodians, scope, and any restrictions on handling particular material.
A client supplies several folders in response to a request but one category is missing. The assistant records what arrived and flags the gap. Counsel decides whether the response is sufficient and what further collection or objection is appropriate.
Illustrative workflow, not a client case study.Check matter identifiers, source folders, received dates, and file accessibility. Preserve original material and mark uncertain items for review rather than describing them as responsive, privileged, or complete.
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 the matter-specific instructions, approved collection process, confidentiality rules, and the supervising legal contact. Counsel must specify deadlines, custodians, scope, and any restrictions on handling particular material.
Check matter identifiers, source folders, received dates, and file accessibility. Preserve original material and mark uncertain items for review rather than describing them as responsive, privileged, or complete.
Attorneys and authorized legal professionals determine relevance, privilege, objections, preservation duties, and production scope. The assistant performs administrative tracking and does not provide legal analysis or advice.
We scope the role around your approved systems, including environments such as Clio, MyCase, SharePoint. 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.
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Maintain organized matter folders, document indexes, and version trails under your firm’s naming and access rules.
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Coordinate meetings and enter approved dates with source references and attorney verification.
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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.
