Lawyer's Guide to Virtual Assistants
Why work with a Virtual Legal Assistant?
Virtual Legal Assistants are skilled professionals with actual law firm experience—many are even certified paralegals. (That’s right, they’re real people, not AI!)
VAs work with you remotely on a fractional (part-time) basis, instead of coming to your office every day.
Fractional staffing offers small law firms an opportunity to access high-caliber talent without the full-time costs. It’s a smart, scalable way to get the professional support you need for a fraction of the cost.
Top 15 tasks to delegate
Imagine wrapping up your workday at 5 p.m. because your admin tasks are handled. No more sifting through an overwhelming inbox or managing endless client intakes. Instead, you can focus on the high-value billable work that actually grows your practice.
This is the reality for attorneys working with Virtual Legal Assistants.
Below are the top 15 tasks they’re delegating to reclaim their time and sanity.
1. Email Inbox Management
Keep your communication organized and efficient. Never lose an important email in the inbox void.
- Reading and responding to clients and new leads
- Categorizing and organizing emails into folders
- Separating and prioritizing messages
- Filtering out spam and unwanted messages
2. CRM/LPM Management
Client Relationship Management (CRM) and/or Law Practice Management (LPM) system handling to maintain client information, track interactions, and organize documents.
- Adding new contacts and cases
- Updating existing client case information
- Uploading documents
- Creating automated tasks and workflows
- Ensuring all data is up-to-date and organized
3. Sales Outreach
Following up with leads via phone, email, website chat, or direct message to guarantee a steady stream of new cases.
4. Lead Qualification
Weed out clients that don’t fit, so you can spend time on cases you want to pursue.
5. Calendar Management
Turning cluttered, overbooked schedules into smooth sailing.
6. Detailed Client Intakes
Conducting detailed, long-form client intakes. Collecting necessary information and making each new client feel welcomed and valued from day one.
7. Document Drafting and Preparation
Drafting, proofreading, and preparing documents with precision and professionalism.
8. Client Billing and AP/AR
Keeping your accounts up to date and making sure you get paid on time—without chasing down clients (though if you have to chase a client, a VA can do that too).
- Client billing
- Invoicing
- Expense reporting
9. Project and Office Management
Overseeing deadlines, tasks, and general office operations.
10. Client Communications
Ensuring your clients feel fully informed each step of the way with proactive communication on your behalf.
11. Appointment Reminders
Calling and messaging your clients to confirm their appointments in advance. Preventing no-call no-shows and hours of your valuable time wasted.
12. Translation Services
Translating written documents and messages. Providing real-time translation for meetings and phone calls.
13. Legal Research
Researching current and past legal cases to collect and compile relevant information
14. Case Management
Organizing documents, communications, timelines, and related files for each of your cases.
15. Fact-Checking and Proofreading
Reviewing documents for grammatical or formatting errors and fact-checking for accuracy.
Bonus: Personal Tasks
Virtual Legal Assistants can also help you manage personal tasks, like managing your family calendar, setting doctor appointments, booking travel arrangements, and ordering your grocery items.
Ready to delegate?
As Cameron Herold, the COO of 1-800-GOT-JUNK wisely said, “If you don’t have an assistant, you are the assistant.”
How much time could you get back if you delegated tasks to a highly skilled Virtual Legal Assistant who already speaks legalese and understands the legal world?
At Back Office Betties, our Fractional Staffing services help attorneys increase their monthly revenue by an average of over $10,000.
Fractional Staffing is cost-effective, scalable, and tailored to your needs. Unsure what tasks you can delegate and if it would be worth it to hire a VA?
Schedule your free Discovery Call today to calculate the ROI you’ll unlock with Virtual Legal Assistants.
Average monthly revenue increase is over $10,000
