Bill more hours. Run less admin.
A senior technical virtual assistant for solo and small-firm lawyers: Clio operations, client intake, billing follow-through, and the document workflows that keep matters moving when you are in court.
Contact MeBuilt for solo attorneys and small firms buried under their own admin.
At this stage, the firm is billing well and has a steady pipeline, but the lawyer is still personally chasing intake forms, drafting engagement letters, and reconciling Clio at 8pm. Most are 1 to 8 person firms where there is no real operations person yet.
- Solo attorneys, small firms (1 to 8 lawyers), and boutique practices.
- Firms running on Clio, MyCase, PracticePanther, Smokeball, or Rocket Matter.
- Practice areas where intake volume is steady: family, estate, immigration, employment, business, IP.
- Anyone whose paralegal is doing real legal work and admin keeps piling on top.
What I take off the lawyer's plate.
Intake that loses leads
Web form to consult call takes three days. By then the prospect has called the next firm. I rebuild intake so first contact is automated and inside an hour.
Engagement letters drafted manually
Every new matter starts with a copy-paste from the last engagement letter. I templatise the document library so the right letter is two clicks away.
Billing that falls behind
Time entries done from memory at month-end. Invoices go out late. Accounts receivable ages. I set up daily time capture and a clear follow-up schedule.
Matter status nobody can answer
Clients calling to ask 'where is my case at'. I set up a status update rhythm so clients get a touchpoint every two to three weeks without you remembering to send it.
Document management chaos
Discovery files in three different folder structures across three matters. I rebuild Clio document organization with a naming convention that survives staff turnover.
Conflict checks done by memory
New client intake without a real conflict check. I set up a documented conflict-check workflow that lives inside Clio and runs on every new matter.
Legal tools I work in.
I am not a lawyer and I do not give legal advice. I run the operations layer. Anything substantive stays with you and your paralegal.
What's included on a retainer
What recent legal-ops work has looked like.
Solo family lawyer: Clio intake rebuild
Replaced a 3-day intake delay with a 45-minute automated flow: web form, conflict check, engagement letter, scheduled consult, all without the lawyer touching it.
Boutique IP firm: document library
Built a 60-template document library in Clio with smart-fill fields so every patent intake starts from the right document on the first try.
Immigration practice: status update workflow
Set up a bi-weekly automated client check-in so clients hear something from the firm every two weeks, cutting 'where is my case' calls by 80%.
FAQ
Common questions from law firms.
Get the firm's back office running on rails.
Book a free 20 minute call. Tell me where the firm is bleeding billable time and I will tell you exactly what I would fix in the first 30 days.
Contact Me