The input
Your approved systems, requests, documents, and priority rules. A named contact resolves missing information.
Services for legal team
Useful support for the work behind the matter.
Support your attorneys with organized matter files, document preparation, chronology work, and administrative follow-through shaped around the firm’s supervision and confidentiality standards. Find the responsibilities, working outputs, and review points for each role below.
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Build the right scope
Find your starting point.
Explore a focused workflow or combine related tasks into one clearly defined support role. Every service includes practical responsibilities and a useful handoff.
8 services
Matter intake organization
Matter intake organization
Prepare administrative intake records for the firm’s conflict and acceptance procedures.
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Matter file organization
Matter file organization
Create a usable document structure around the firm’s matter identifiers and review habits.
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Chronology preparation
Chronology preparation
Arrange source-supported events into a reviewable chronology for the supervising attorney.
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Client communication coordination
Client communication coordination
Keep administrative questions and attorney-approved updates connected to the matter.
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Document formatting and assembly
Document formatting and assembly
Prepare consistent drafts and review packs using your firm’s templates and instructions.
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Discovery document administration
Discovery document administration
Organize assigned discovery materials within the review instructions and access controls your firm sets.
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Legal research organization
Legal research organization
Collect and organize assigned source materials for attorney analysis and verification.
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Calendar and filing administration
Calendar and filing administration
Support attorney-controlled calendars and the preparation of filing logistics.
Explore this serviceConnected work, clear ownership
Make the file easier to understand.
A matter can produce more correspondence and documents than any one person can comfortably keep in view. The value of support is not simply moving files—it is making the next review easier without taking legal judgment away from the attorney.
- Begin with the queue that regularly holds other work up
- Agree the source records, templates, and expected outputs
- Keep approvals with a named member of your team
- Review the first handoffs before expanding the workload
What a working brief includes
A role is more useful when everyone knows what comes back.
The working record
Current status, responsible owner, last action, and outstanding questions. Each entry links back to its source.
The handoff
Completed tasks and exceptions, separated clearly. Your reviewer sees what is ready and what still needs a decision.
Choose the work before the role
Compare the handoffs your team needs.
A useful service starts with a real queue. Use these examples to choose the responsibility you want covered and the result your reviewer should receive. Related responsibilities can be combined after checking volume, coverage, and access.
Matter preparation
Matter intake organization ↗
Prepare administrative intake records for the firm’s conflict and acceptance procedures.
Typical responsibilities
- Collect firm-requested contact information
- Organize intake questionnaires
- Record supplied party names
What you receive
Intake summary; Party information list; Consultation preparation pack.
Review focus
Check names, source details, recipient permissions, and whether an inquiry is clearly distinguished from an accepted engagement.
Matter preparation
Matter file organization ↗
Create a usable document structure around the firm’s matter identifiers and review habits.
Typical responsibilities
- Apply naming and folder conventions
- Index incoming documents
- Link correspondence to the matter
What you receive
Matter document index; Missing-file register; Organized review folder.
Review focus
Review matter matching, version labels, access controls, and whether an index points to the intended document.
Matter preparation
Chronology preparation ↗
Arrange source-supported events into a reviewable chronology for the supervising attorney.
Typical responsibilities
- Extract dates from assigned records
- Preserve source references
- Label uncertain or conflicting entries
What you receive
Source-linked chronology; Date discrepancy list; Attorney review notes.
Review focus
Check every entry against its source and distinguish document dates, reported event dates, and inferred dates.
Matter preparation
Client communication coordination ↗
Keep administrative questions and attorney-approved updates connected to the matter.
Typical responsibilities
- Schedule client calls
- Request specified documents
- Send reviewed logistical updates
What you receive
Client contact history; Document request queue; Attorney callback list.
Review focus
Check recipient authority, matter identity, message version, and whether a commitment has been approved.
Documents & attorney support
Document formatting and assembly ↗
Prepare consistent drafts and review packs using your firm’s templates and instructions.
Typical responsibilities
- Format attorney-provided text
- Assemble specified attachments
- Apply document style conventions
What you receive
Formatted draft; Attachment checklist; Document assembly pack.
Review focus
Check references, pagination, names, attachment order, and whether unapproved text has been introduced.
Documents & attorney support
Discovery document administration ↗
Organize assigned discovery materials within the review instructions and access controls your firm sets.
Typical responsibilities
- Index received productions
- Maintain document references
- Track assigned review statuses
What you receive
Production index; Document tracking register; Review administration notes.
Review focus
Check completeness of the index, file integrity, matter access, and whether attorney review decisions are accurately reflected.
Documents & attorney support
Legal research organization ↗
Collect and organize assigned source materials for attorney analysis and verification.
Typical responsibilities
- Follow a defined research request
- Gather identified authorities from permitted sources
- Maintain citations and links
What you receive
Research source pack; Citation list; Question and limitation notes.
Review focus
Verify source identity and quotations; preserve research dates and flag authorities requiring current-status review.
Documents & attorney support
Calendar and filing administration ↗
Support attorney-controlled calendars and the preparation of filing logistics.
Typical responsibilities
- Record dates supplied by counsel
- Maintain reminders and ownership
- Assemble filing checklists
What you receive
Attorney-reviewed calendar; Filing preparation checklist; Acknowledgment register.
Review focus
Confirm source documents, time zones, court identifiers, and the difference between prepared, submitted, and accepted filings.
Make the scope workable
Plan the coverage around your actual workload.
A matter can produce more correspondence and documents than any one person can comfortably keep in view. The value of support is not simply moving files—it is making the next review easier without taking legal judgment away from the attorney.
Bring a representative queue
Choose recent examples from your normal workload, including one incomplete request and one that needed a decision. Note how often each task arrives, how long it usually takes, and whether the work clusters around particular days or deadlines.
Provide intake forms, confidentiality procedures, conflict-check workflow, and the attorney who decides whether to accept a matter.
Separate recurring work from exceptions
Agree what the assistant can complete using a documented rule and what must come back to your team. A clear escalation route helps avoid repeated interruptions while keeping unusual requests visible.
Conflict clearance, legal advice, engagement acceptance, and assessment of rights or deadlines remain with attorneys.
Agree coverage and response expectations
Document working hours, time zones, priority categories, and who covers the queue outside the agreed schedule. Distinguish an acknowledgment from a completed task so a quick reply is never mistaken for a finished request.
For legal team, the plan should also name who can change priorities when a time-sensitive item arrives.
Review examples before expanding
Begin with a manageable portion of the queue. Your reviewer checks completed work against source records and gives specific feedback. Expand responsibilities only when the examples show the process is understood and the access and training requirements are in place.
Bring your current tools to the consultation: Clio where authorized, MyCase where authorized, Secure intake portal, Firm calendar, iManage where authorized, NetDocuments where authorized. Final requirements are confirmed together.
A useful operating rhythm
See the work, the questions, and the next owner.
Agree a reporting format before the role begins. The aim is to make the queue easier to manage, not to create another report your team has to decipher.
At the start of coverage
Review new requests, approaching deadlines, and items returned for correction. Check the latest instructions and identify anything missing before taking the next action.
During the working day
Update the approved record as work changes. Keep source references and the next owner together. Escalations should include the question, the evidence already checked, and the decision needed.
At the handoff
Separate completed items from work awaiting information or approval. Include the next action and responsible person for each open item so the next shift or reviewer can continue without reconstructing the history.
Choosing support
Shape the role around your team.
Do we need a separate assistant for every service?
Not necessarily. Related tasks can form one role when the workload, hours, systems, and experience requirements fit together. We’ll discuss the practical combination during your consultation.
Can the scope change as we grow?
Begin with a documented scope and review actual workload. Additional responsibilities should be agreed with clear training, access, and review requirements.
How do we choose the first workflow?
Pick work that repeats, has a clear owner, and can be checked against an example. Bring the volume, deadlines, and common exceptions to the conversation.
What remains with our team?
Your authorized staff keep professional judgment, policy decisions, financial authority, and final approvals. Each service page describes the relevant boundaries.
A role shaped around your operationStart with the work
Start with the work
you want to hand over.
Tell us where the queue slows down. We’ll discuss the scope, tools, coverage, and review points that belong in your support role.
Book a free consultation
Define the role before making a commitment.