Legal Virtual Assistant
Legal Virtual Assistant Support that keeps you focused and your Business Moving
In the legal industry there’s no room for delays, errors, and unreliability. An industry where even emails have to be proofread twice before sending them out, is an industry that could use some external support. Legal support in the form of Legal Virtual Assistants has become quite popular. Legal VAs that understand the importance of confidentiality, attention to detail and timely delivery are at your service, once you choose Infinity Business Solutions.
For over the last 15 years, at Infinity, we have helped various businesses, legal professionals, law firms and consultants operate efficiently and get the best legal support – without any overhead expenses of hiring an in-house staff member.
Legal Services to Meet Your Needs
List of things a Legal VA can do
Our Legal Virtual Assistant bring expertise across various sectors, offering a wide range of support, including:
Client Communication & Support
- Answer and screen calls professionally
- Respond to emails, messages, and inquiries promptly
- Follow up with leads, clients, and past customers
- Schedule and confirm appointments, consultations, and sessions
- Send reminders for meetings, deadlines, and important dates
- Provide basic customer service and resolve minor complaints
CRM
- Update and maintain client records (Zoho, HubSpot, Salesforce, Clio, etc.)
- Organize and categorize leads, prospects, and contacts
- Track client interactions, case or project updates, and notes
- Input and track referral sources and client feedback
- Ensure data accuracy and compliance with data privacy policies
Document & File Management
- Prepare, edit, and format contracts, reports, and agreements
- Organize and maintain digital files and shared drives
- Convert, merge, and split PDFs for easy access
- Ensure proper version control and document security
- Draft letters, memos, and business communications
- Maintain confidentiality and compliance with industry regulations
Scheduling & Calendar Management
- Manage and optimize daily, weekly, and monthly calendars
- Schedule client consultations, follow-ups, and recurring meetings
- Book internal team meetings and training sessions
- Coordinate travel arrangements, accommodations, and bookings
- Track deadlines for cases, contracts, follow-ups, and renewals
- Manage rescheduling and cancellations professionally
Administrative & Office Support
- Email and inbox management, including sorting, responding, and prioritizing
- Meeting agenda preparation and note-taking during meetings
- Create PowerPoint presentations, proposals, and reports
- Manage billing, invoices, and expense tracking
- Process payments and follow up on outstanding invoices
- Sending E-Cards
- Travel arrangements & accommodation bookings
SOPs
- SOP Creation and Management
- Research and Documentation
- Formatting and Design
- Creation of SOP Templates
Marketing & Social Media Support
- Google My Business Management
- Managing Social Media handles- Instagram, FB, LI, YT, Pinterest
- Email Marketing
Data Entry
- Data Cleaning and Formatting
- Data Input and Validation
- Database Management
- Data Extraction
Legal Transcription & Documentation
- Transcribe attorney dictations, depositions, and legal meetings
- Proofread legal documents for accuracy, formatting, and citation compliance
- Manage contract lifecycle tracking and renewal reminders
Client & Case Management
- Handle client intake forms and conflict checks
- Manage case deadlines, discovery schedules, and statute of limitations tracking
- Assist with mediation and arbitration scheduling
- Maintain compliance with legal confidentiality and data security protocols
Chicago, USA
“Infinity Business Solutions has been a lifesaver for my law practice. Their legal virtual assistant took over all my paperwork, document automation, and legal research, allowing me to focus on my clients and court appearances. The assistant’s efficiency and attention to detail have transformed my daily operations, making my practice more organized and productive. IBS is a must for any lawyer looking to lighten their workload and improve their practice.”
Toronto, Canada
“Working with a legal virtual assistant from Infinity Business Solutions has been a game-changer for my firm. The assistant seamlessly managed my workflow, from document automation to customer service support, ensuring that everything ran smoothly. This not only saved me time but also enhanced the overall client experience. I highly recommend IBS to any legal professional seeking reliable and expert support.”
Vancouver, Canada
“Infinity Business Solutions has provided exceptional virtual assistant services for my legal practice. The assistant’s ability to handle document management, legal research, and even social media presence has allowed me to focus on more strategic aspects of my work. Their support has been invaluable in managing my growing client base and maintaining high standards of service. IBS is a fantastic resource for any busy lawyer.”
Los Angeles, USA
“I was overwhelmed with the administrative demands of my solo practice until I partnered with Infinity Business Solutions. Their legal virtual assistant took over essential tasks like client communication, document automation, and legal research, freeing up my time to concentrate on my cases. The professional and efficient support from IBS has significantly improved my work-life balance and the overall efficiency of my practice.”
Get Started Today
Don’t you think it’s high time that even legal professionals get a work life balance!
Want to reclaim up to 20 hours a week?
Let us handle it from here!
FAQs
