Virtual Assistants for Legal

Common remote roles in legal

Law firms can delegate many administrative and preparatory tasks. Legal advice and appearances remain with attorneys.

• Legal assistant

• Paralegal

• Intake specialist

• Legal bookkeeper (trust accounting requires care)

• Marketing assistant for firm websites and content

Tasks you can delegate

• Screening and scheduling new client consultations

• Calendaring deadlines and reminders

• Drafting routine letters and forms from templates

• Organizing case files and discovery documents

• Preparing billing entries

• Following up with clients on missing documents

Software your assistant will use

• Clio, MyCase, Smokeball or PracticePanther

• Microsoft 365

• DocuSign

• Case research databases

• Secure document-sharing tools

Hiring considerations

Confidentiality and professional-responsibility rules apply. Needs review: confirm with your bar’s ethics guidance what may be delegated to remote non-lawyers, particularly across borders, and how client data should be stored.

Use a written confidentiality agreement, limited access and secure devices. Consider restricting client-data access until a probation period passes.

Example workflow: new client intake

1. The assistant answers the inquiry and collects basic details.

2. They run a conflicts check request for attorney review.

3. They schedule the consultation and send the intake packet.

4. After the meeting, they send the engagement letter for attorney approval.