If you happen to’ve ever been overwhelmed with the sheer quantity of labor concerned with operating a authorized observe, delegating duties to digital assistants can considerably unlock your time. And when some legislation corporations say they spend as little as 56 p.c of their time truly training legislation, it’s extra vital than ever to search out methods to extend billable work and generate extra income in your agency.
Fortunately, authorized digital assistant companies will help legislation corporations run extra effectively, scale quicker, and enhance shopper expertise. Whether or not you name the position a digital assistant, a distant assistant, a private assistant, or only a plain ole assistant – having somebody who can full routine administrative and bookkeeping duties, keep on prime of authorized CRM updates, schedule appointments, handle shopper calls, and extra can unlock your time to give attention to issues that matter most.
On this weblog submit, we checklist our prime suggestions for authorized duties to delegate to a digital assistant so you’ll be able to give attention to servicing purchasers, successful extra instances, and reclaiming private time. We additionally share precise duties that our VAs deal with for a few of our legislation agency purchasers and supply perception from our purchasers on why a digital assistant from We Are Working is the only option for legal professionals and their authorized workers trying to delegate routine authorized duties.
1. Doc preparation and administration
Let’s face it: operating a legislation agency means dealing with lots of authorized paperwork. Misplaced or inaccurate paperwork can wreak havoc on a agency and waste beneficial time and assets. Digital assistants will help hold paperwork organized, in addition to draft, assessment and edit authorized paperwork, to assist optimize effectivity and guarantee accuracy.
Listed below are precise authorized doc administration duties a few of our legislation agency purchasers have delegated to a digital assistant:
- Create drafts of authorized paperwork
- Revise authorized paperwork primarily based on lawyer notes
- Create drafts of authorized retention agreements in Clio
- Talk with witnesses for signatures
- Ship paperwork for E-signatures
2. Information entry and authorized CRM administration
Did you get into legislation since you simply love knowledge entry? Nice! Then you’ll be able to skip this and transfer on to the subsequent part. For everybody else, let’s take these tedious knowledge entry duties off your plate and get again to the rationale why you bought into training legislation.
A digital assistant can enter knowledge in your authorized CRM, run studies, file digital paperwork, transcribe assembly notes, and a lot extra. And since knowledge entry can have an effect on case outcomes and shopper experiences, consideration to element is critically vital. Outsourcing these duties to a devoted digital assistant will help be sure that the correct care and a focus is given to your knowledge.
3. Calendar and appointment administration
Sure, the meticulous repairs of your calendar and appointments is oh-so-necessary however can drain your time – particularly when you’re a solo practitioner. Coordinating all of the shifting items vital with a view to create a seamless and optimistic shopper expertise usually means you might be working further hours, however not when you study to delegate your calendar to your very personal distant assistant.
A digital assistant will help guarantee clean coordination of conferences, courtroom appearances, and deadlines. A VA can set and ensure appointments, after which schedule reminders and alerts for conferences and trial dates. With an organized schedule, you’ll be able to hold monitor of the place it’s worthwhile to be and when, keep away from time conflicts, and maximize your time.
4. Shopper communication and assist
Think about what it might do in your legislation observe when you had somebody to comb by shopper inquiries, carry out customer support duties in your behalf, and have interaction with prospects till they had been prepared for a session? Effectively, that’s precisely what our VAs have helped attorneys do.
From answering calls, responding to leads, sending engagement letters or scheduling consultations, consider your digital assistant as your skilled gatekeeper who can make sure you hold a laser-like focus in your purchasers and instances.
5. Billing and invoicing
Because the age-old mantra goes: “Focus in your strengths and delegate the remainder to We Are Working.” Effectively, perhaps we simply made that up, however it’s no secret that many profitable professionals want to stay to the areas of their work that they excel at and really feel fulfilled from. And for a lot of attorneys, specializing in the monetary aspect of the legislation agency is probably not essentially the most fulfilling – or environment friendly – solution to spend your time.
A digital assistant can deal with vital bookkeeping duties, together with compiling billing studies, producing invoices, and monitoring funds. They will troubleshoot shopper billing questions, comply with up on late funds, and assist preserve correct data, permitting attorneys to give attention to their authorized work.
Why delegate authorized duties to a digital assistant from We Are Working
- We’ll prevent cash. With all of the work we simply outlined, it’s possible you’ll be considering, “why don’t I simply rent one other full-time in-house workers member?” The reality is digital assistants can save your legislation agency a ton in payroll prices, since hiring a digital authorized assistant prices lower than hiring one other in-house worker.
Our shopper Daci Jett Regulation skilled this first-hand. Whereas she initially supposed to convey on an area worker to assist her with day-to-day duties equivalent to calendar administration and knowledge entry, Daci’s difficult candidate search helped her notice she didn’t essentially want somebody to come back into the workplace. All her job duties might be achieved remotely, opening the door to a a lot bigger—and inexpensive—expertise pool.
“I’m glad about [We Are Working]. I’ve the next high quality particular person than I might have discovered regionally with out having to pay much more. Digital assistants generally is a actually good resolution when you don’t want somebody on-site.” – Daci Jett, Managing Legal professional, Daci Jett Regulation LLC
- We’re workflow consultants. Whenever you delegate your routine authorized duties to us, you’ll get extra than simply an assistant. We examine your processes, determine the duties you need assistance with, then develop trackable, repeatable steps for every job, and pull all of it collectively in detailed Normal Working Procedures. Our experience will enable you eliminate redundant duties and enhance your effectivity.
“Working with We Are Working has been good for my enterprise and has been completely different from working with every other VA or in-house assistant I’ve had. They’ve a scientific strategy to studying the job, they usually wrote my customary working procedures, so (1) I don’t have to write down them, and (2) that by itself systematizes the job.” – Daci Jett, Managing Legal professional, Daci Jett Regulation LLC
- We’re dedicated to your success. Each shopper is assigned a Buyer Success Supervisor who takes care of all of the hiring, coaching, onboarding and administration of your VA. We oversee the work so that you don’t should, all whereas maintaining in fixed communication with you to assemble suggestions, present updates and ensure the whole lot is operating easily.
“What units We Are Working aside is that they tackle the work of managing my VA. They monitor the work getting achieved to ensure it’s getting achieved and to determine and deal with any points which may come up earlier than one thing turns into an issue. I like that as a result of it takes a number of administration off me. In fact, I additionally handle my VA, however I do know they’re there dealing with it within the background, too.” – Daci Jett, Managing Legal professional, Daci Jett Regulation LLC
If you’re taken with studying extra about our companies and delegating your routine authorized duties to us so it can save you money and time, shoot us your questions. We’re prepared that will help you improve productiveness at your agency and get extra time again to give attention to successful instances.
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