Coordinate source retrieval, citation records, and research-request tracking under the direction of your authorized legal team.
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.
Counsel should specify the requested materials, jurisdiction, date range, approved research platforms, and intended reviewer. Agree how source versions and access restrictions will be recorded before retrieval begins.
An attorney needs a set of named court rules and previously identified decisions for a meeting. The assistant retrieves and indexes those materials, flags an inaccessible source, and leaves interpretation and authority checking to the legal team.
Illustrative workflow, not a client case study.Check that each retrieved source matches the requested title, jurisdiction, and publication or retrieval date. Mark missing or superseded versions for review instead of assuming a source remains authoritative.
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.
Counsel should specify the requested materials, jurisdiction, date range, approved research platforms, and intended reviewer. Agree how source versions and access restrictions will be recorded before retrieval begins.
Check that each retrieved source matches the requested title, jurisdiction, and publication or retrieval date. Mark missing or superseded versions for review instead of assuming a source remains authoritative.
Attorneys and qualified legal professionals analyze law, assess authority, and advise clients. This role supports retrieval and organization; it does not independently conduct legal analysis or draw legal conclusions.
We scope the role around your approved systems, including environments such as Firm-authorized research subscriptions, Microsoft Word, 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.
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.
