Legal Virtual Assistants and Virtual Paralegals: A Guide for Law Firms

Intake calls, Clio updates, document formatting and court filing prep. How solo attorneys and growing firms use legal virtual assistants, and what stays with the lawyer.

Attorneys bill for judgment, not for chasing intake forms. A legal virtual assistant handles the administrative side of a practice so lawyers and paralegals spend more of the day on billable work.

Client Intake

Intake is where firms win or lose cases. Your assistant answers new-client calls and web leads within minutes, follows your intake script, runs a conflict check request, schedules the consultation and sends the engagement paperwork. Personal injury, family law and immigration firms get the most from a dedicated virtual intake specialist, because speed to lead decides who gets the client.

Case Management and Scheduling

  • Updating matters, contacts and deadlines in Clio, MyCase or PracticePanther
  • Scheduling consultations, depositions and client calls
  • Sending appointment reminders and document requests
  • Tracking deadlines on a shared calendar for the attorney to confirm

Documents and Filing Prep

A virtual paralegal can draft routine documents from your templates, format briefs and exhibits, prepare court filings for electronic submission and organize discovery. A Senior Specialist with litigation support experience can also summarize depositions and run research you assign.

What Stays With the Attorney

Legal advice, strategy, signing pleadings, appearing in court and final review of every filing stay with a licensed attorney. Your assistant works under your supervision, the same as in-house staff.

  • Solo attorneys who need fractional help without hiring a full-time paralegal
  • Small firms growing faster than they can hire
  • Personal injury and mass tort firms with high intake volume
  • Family law and immigration practices with heavy client communication
  • Managing partners who need executive-style support

Pricing

Legal Assistant packages start at $320 a month for 20 hours at the Skilled VA level. Firms whose clients or carriers require someone in the United States choose the US-Based Specialist level. See Legal Assistant packages or price yours on the order form.

Confidentiality

Every assistant signs an NDA before seeing a file. Logins to Clio, email and document storage go through the encrypted vault in your client account, where you can see who opened them and remove access at any time.

Frequently asked questions

Still unsure? Open the chat and ask an account manager directly.

Can a virtual assistant give legal advice?

No. Assistants are not attorneys and never give legal advice. They gather facts, schedule, prepare documents from your templates and keep your case management system current. The attorney reviews and signs everything.

Can a virtual assistant do legal research and court filing?

Senior Specialists can run research you assign and prepare filings for electronic submission following court formatting rules. A licensed attorney reviews and files, and stays responsible for the work.

How do you protect client confidentiality?

Every assistant signs an NDA, works inside your systems, and receives logins through an encrypted vault. Choose the US-Based Specialist level if your malpractice carrier or clients require it.

Related guides

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