Give the role a reliable starting point.
Define who calculates and approves legal deadlines. Provide calendar permissions, court-specific escalation contacts, and your double-check process.
Coordinate meetings and enter approved dates with source references and attorney verification.
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.
Define who calculates and approves legal deadlines. Provide calendar permissions, court-specific escalation contacts, and your double-check process.
An attorney supplies a confirmed hearing date. The assistant enters it with the source document, sets the approved reminders, and requests the second check required by the firm.
Illustrative workflow, not a client case study.Verify date, time zone, court or meeting location, responsible attorney, and source. Flag conflicting notices rather than choosing a date.
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.
Define who calculates and approves legal deadlines. Provide calendar permissions, court-specific escalation contacts, and your double-check process.
Verify date, time zone, court or meeting location, responsible attorney, and source. Flag conflicting notices rather than choosing a date.
Assistants do not calculate limitation periods, interpret court rules, or independently determine filing deadlines.
We scope the role around your approved systems, including environments such as Outlook, Google Calendar, Clio Manage. 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 serviceFind the right recordMaintain organized matter folders, document indexes, and version trails under your firm’s naming and access rules.
Explore the serviceA cleaner billing queueOrganize time-entry follow-up, draft invoice preparation, and administrative billing questions for review.
Explore the serviceTell 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.