Opening New Matters

We are regularly asked to give an example of the type of service our virtual legal secretaries provide. Today we explain how your online secretary can open new matters for you.

This task may very well be the next logical task for your online legal secretary to undertake after s/he has transcribed your voicemail for you. If your legal assistant notices that one of your voicemail messages was left by someone confirming their intention to retain you, your legal secretary can automatically follow-up with that person.

All you need to do is tell your virtual legal assistant how to conduct that follow-up. That could involve preparing and emailing your new client a fee agreement, collecting a deposit, establishing a payment schedule, entering the new client’s contact information into your case management system or spreadsheet, drafting initial pleadings, etc. Since you will be dealing with the same virtual legal secretary every time, you simply need to tell your online legal assistant how to do these things the way you like them done and s/he can automatic this aspect of your practice.

Delegating this type of administrative task to a virtual legal secretary can help free you up to focus on billable matters. To learn more about our E-Typist Expanded Services Virtual legal assistant services, visit the information page or call Vivian at (330) 474-7079.

2018-06-25T17:31:17+00:00