Legal admin support that respects the bar's rules.
Intake handled, calendars kept, documents organized and time entries chased — by a dedicated administrative assistant working under your firm's supervision.
More billable hours, fewer admin ones.
Attorneys and paralegals lose hours each week to intake calls, scheduling and document wrangling.
A Legal Administrative Assistant takes that work under your firm's supervision and confidentiality policies. They never provide legal advice, and the supervising attorney remains responsible for their work.
Tasks your assistant owns
Client intake
- Answer and log intake inquiries with your script
- Run conflict-check requests through your process
- Schedule consultations
- Send engagement letters from your templates for attorney approval
Calendaring & scheduling
- Maintain attorney calendars
- Docket deadlines as directed and double-checked by your team
- Coordinate depositions, mediations and meetings
- Send reminders to clients and witnesses
Documents & billing admin
- Organize matter files in your DMS
- Format documents from templates
- Chase and compile time entries
- Prepare invoices and AR reminders in your billing system
Tools
Your assistant works in your accounts, under your access policies.
Ideal client
- Solo and small firms (1–25 attorneys)
- Practices with high intake volume (PI, family, immigration, estate planning)
- Firms whose paralegals are buried in admin
- Legal operations teams at growing companies
Ethics and confidentiality
No legal advice. Assistants don't advise clients, interpret law or set fees. Supervising attorneys remain responsible for nonlawyer assistance under their jurisdiction's professional conduct rules (see ABA Model Rule 5.3).
Assistants sign confidentiality agreements and work only inside your firm's systems with least-privilege access.
How this maps to our plans
One dedicated, full-time assistant. Month-to-month, 30-day cancellation, $3,000 buyout if you want to hire them directly.
| Plan | Price | When it fits |
|---|---|---|
| Core | $1,900/mo | Scheduling, document organization and billing admin. |
| Growth | $2,300/mo | Adds client intake and calendaring support. |
| Executive | $2,700/mo | Senior assistant supporting a managing partner or high-volume practice. |
Full plan details on the pricing page. Founding clients: 50% off the first month (first 5 clients).
A realistic first 30 days
How a typical Legal Administrative Assistants engagement ramps. Your plan is set on the fit call and adjusted to your SOPs.
| When | What happens |
|---|---|
| Week 1 | Access, tools and shadowing Your assistant gets accounts in Clio, MyCase, PracticePanther and shadows the current process for client intake. You share SOPs or record short walkthroughs; they turn them into written checklists. |
| Week 2 | First owned workflows They take ownership of answer and log intake inquiries with your script and run conflict-check requests through your process, with your review on every item. ExecWing QA reviews output against the checklist. |
| Weeks 3–4 | Expand scope Add calendaring & scheduling work such as maintain attorney calendars. Review shifts from every item to daily spot checks. |
| Day 30+ | Steady state Documents & billing admin joins the routine. You get a weekly scorecard and a monthly review of what to delegate next. |
Legal Administrative Assistants: common questions
Can a legal assistant give clients information about their case?
They can share status updates you've approved, such as hearing dates. They never give legal advice.
Who is responsible for their work?
The supervising attorney, consistent with professional conduct rules governing nonlawyer assistants.
Can they docket deadlines?
They can enter deadlines as directed, with your team verifying critical dates under your docketing policy.
Do they work in Clio?
Yes — Clio, MyCase, PracticePanther, Smokeball and most cloud practice-management systems.
Related guides
A Law Firm Client Intake Playbook for Remote Administrative Staff
How small law firms can structure client intake — scripts, conflict-check routing, scheduling and follow-up — with remote administrative support and attorney supervision.
Read the guide →SpecializationsDelegating Client Intake to a Legal Assistant: The Ethics and the Workflow
How law firms can delegate client intake and scheduling to a legal administrative assistant within ABA Model Rule 5.3 and Formal Opinion 506. Not legal advice.
Read the guide →Get your evenings back.
Book a 20-minute fit call. We'll map the work you want off your plate and tell you honestly whether a dedicated assistant is the right move.