Our team offers secretarial support, case management, and firm administration services to firms of all sizes. Whether you need assistance with various admin tasks on a sporadic basis, ongoing case management, or an effective and proactive firm administrator to help you run your practice, our team is your go-to source.
Secretarial & Case Management Services
- Calendar management and deadline tracking
- Incoming mail processing and distribution
- Outgoing mailings
- Drafting correspondence and managing client communications
- Scheduling meetings, hearings, mediations, and depositions (including travel arrangements and vendor coordination)
- Coordination of teleconferences, web, and videoconferences
- Email management
- Transcription, word processing, proofreading, and editing
- Digital document and file organization
- Project management
- Attorney/client billing
- Staff recruitment (job ad posting, resume screening, interviews, and reference checking)
- Coordination of staff training
- Track Attorneys’ compliance with MCLE requirements
- Supply ordering and inventory management
- Preparation of employee handbooks, guidebooks, reports, and operating procedures
- Vendor management
Client Intake Services
Struggling to find the time for a thorough screening of potential new clients? Let our expert team take the reins and complete your client intakes with an impeccable mix of compassion and professionalism. We are committed to creating an unparalleled first impression of your firm by ensuring a seamless and efficient intake process.
Whether we use your existing script or create a customized script tailored to the specific needs and values of your firm, we align seamlessly with your brand, ensuring that each interaction reflects the unique identity of your practice.
Beyond client intakes, we also offer valuable assistance in scheduling new client meetings, managing the entire onboarding process with precision. From initial contact to the first meeting, our team is here to provide a positive and organized experience for both you and your clients.
Our staff speaks English, Spanish, and French.