Legal Assistant & Intake Services

Support for Attorneys.

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Legal Assistants

Administrative Support for Attorneys

Our dedicated, law-firm-focused Legal Assistants help attorneys reclaim time for billable work while keeping daily operations running smoothly. From managing calendars and scheduling to coordinating client communications, updating CRMs, and handling administrative tasks, our professionals help your practice stay organized and responsive, all without the cost of hiring full-time staff.

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Legal Focused Expertise

Our Legal Assistants understand law firm operations and provide reliable support with scheduling, client communications, document preparation, file management, and daily administrative tasks.

Dedicated & Personalized Support

Our Legal Assistants learn your firm’s workflows, systems, and communication preferences to deliver consistent support that fits seamlessly into your existing operations.

Flexible & Scalable

Plans adapt to your workload and business needs, making it easy to adjust support as your firm grows or demands change.

Secure & Compliant

NDAs and established confidentiality protocols help safeguard sensitive client and firm information.

Explore Our Areas of Expertise

How Our Legal Assistants Can Support Your Firm

Our Legal Assistants help law firms streamline daily operations, keep workflows organized, and deliver responsive client service. Explore how we can support your practice below or contact us to discuss a solution tailored to your needs.

Client Communications
  • Manage incoming and outgoing calls and emails, schedule follow-ups, and ensure clients receive timely responses.
  • Organize and triage the attorney’s email inbox to prioritize important messages and reduce clutter.
Calendaring & Case Coordination
  • Manage attorney calendars by entering important dates, deadlines, appointments, and reminders at the direction of attorneys or paralegals.
  • Schedule hearings, depositions, mediations, client consultations, signings, and internal meetings with all necessary details.
  • Arrange, confirm, and log service of process activities to help keep matters on track.
  • Coordinate court reporters, videographers, Zoom meetings, conference rooms, and other scheduling logistics.
Document Preparation & Formatting
  • Transcribe attorney notes or recorded instructions into clear and accurate documents.
  • Draft cover letters, transmittal letters, signature pages, and labels (excluding pleadings).
  • Prepare concise case summaries from notes, transcripts, or documents without legal analysis.
  • Clean up Word and Excel files, apply templates, correct spacing and grammar, and prepare documents for signatures (excluding pleadings).
File & CRM Management
  • Maintain organized client and matter records within your CRM or practice management system, ensuring information stays accurate and up to date.
  • Upload, organize, and maintain documents, contacts, and matter information for quick access and improved workflow efficiency
  • Archive and maintain client and matter records in accordance with the firm’s established procedures and instructions.
  • Handle sensitive client and firm information appropriately while following the firm’s established confidentiality and security procedures.
Practice Operations Support
  • Help coordinate day-to-day office operations, including supplies, vendor communications, internal systems, administrative processes, and recurring office tasks to keep your practice running smoothly.
  • Track administrative follow-ups, outstanding tasks, and recurring priorities to help attorneys stay organized and responsive.
Client Intake
  • Conduct outbound and inbound intake calls, email follow-ups, or web-based client communications as directed by the client.
  • Perform intake follow-ups to gather missing information, confirm consultation details, or complete client profiles.
  • Manage online intake submissions or email inquiries through the firm’s preferred system (CRM, web form, or shared inbox).
  • Clients may allocate their LEA’s time for outbound, email, or web-based intake depending on firm preference and workflow needs.
Professional Development & Membership Support
  • Bar Memberships & Credentials – Track bar membership and professional organization renewal deadlines, monitor certification expirations, and help organize required renewal documentation.
  • CLE & Professional Development – Research relevant CLE courses, seminars, conferences, and webinars; organize registration details and track completed credits as directed by the firm.
  • Networking & Relationship Management – Help maintain professional contact records, coordinate networking event details, and track follow-ups to support ongoing professional relationships.

Legal Assistants do not perform paralegal tasks. If you’re interested in paralegal services, you can learn more here.

Legal Assistant Plans and Pricing

Our Monthly Plan gives you the flexibility to pay for just the hours you need, no rollovers, no long-term commitment. Our Annual Plan is designed for ongoing support, allowing you to purchase hours in advance and roll over any unused hours for up to one year.

Monthly
Annual
Tailored Support That Works for You

Build the Legal Team That Fits Your Practice

Your firm deserves a support team designed to match its specific needs. We provide expert assistance in marketing, administration, call management, data entry, translation, and one-time projects. Whether you need ongoing support or help with a specific task, we’ll develop a personalized solution.

Marketing

Elevate your firm’s visibility with expert content marketing, email campaigns, digital advertising, websites, SEO, social media and more.

Call Management

24/7/365 bilingual, HIPAA compliant call handling, including appointment scheduling, payment processing and translation.

One-Time Projects

From data entry and legal memos to Clio audits and discovery, we deliver fast support with no monthly commitment required.

Administrative Support

Free up your time by outsourcing routine tasks like travel planning, event coordination, bookkeeping and more.
Your Path to Support Starts Here

How To Get Started

Get Started

Select the plan that fits your needs and sign up instantly, or contact us to discuss your options. No long-term contracts—adjust or cancel anytime!

Match & Interview

We’ll pair you with the right assistant and send their detailed bio. Want to meet them first? Schedule a quick interview.

Launch & Succeed

Your assistant will schedule a call with you and your Account Manager to align on goals, communication, and next steps.

Personalized Oversight for Your Firm

Dedicated Account Managers

Our Paralegal Account Managers bring expertise to keep your virtual legal team running seamlessly, from onboarding and daily operations to compliance and support. They serve as your dedicated point of contact, ensuring your team stays aligned with your firm’s goals and standards.

Onboarding & Setup

Your Account Manager evaluates your firm’s needs and integrates support into your workflow

Conflict Resolution

Your Account Manager oversees conflict checks, maintains account security, and enforces compliance standards.

Team Management

They oversee paralegal assignments, monitor workloads, and keep tasks on track.

Ongoing Optimization

Through regular assessments, they refine processes and recommend strategies to enhance overall efficiency.

See How Virtual Paralegals Stack Up Against Traditional Options

Not sure which legal support model is right for your firm? See how virtual paralegals, staffing agencies, and in-house hiring compare in cost, flexibility, and efficiency.
Trusted Support That Delivers

Why Law Firms Choose Equivity

We don’t just provide additional support; we integrate into your workflows as a reliable extension of your team. Our legal professionals help firms improve efficiency, maintain consistency, and manage growing demands without adding unnecessary overhead.

Trusted Legal Expertise

Founded by an attorney and staffed with experienced legal professionals, we understand the complexities of law firm operations and deliver trusted support.

Scalable Teams Across Specialties

From paralegals to marketing, admin, or client intake support, we assemble the right professionals to match your priorities and processes.

Dedicated Account Managers

You’ll have a single, responsive contact who understands your needs, ensures everything runs smoothly, and helps you get the most value from your plan as your firm’s priorities evolve.

 

Flexible Plans That Grow With You

Your needs will change, and your plan can too.Scale hours, adjust roles, or add new areas of support as your firm or business grows.

 

Improve Firm Efficiency

Identify workflow bottlenecks, administrative gaps, and delegation opportunities with our Law Firm Efficiency Audit.

Ask an Expert

Not sure where your firm needs support? We’ll review your needs and recommend the right services and support structure for your firm.

Discover More

Still have questions? Explore guides, comparisons, and decision tools covering staffing models, ROI, service options and more.

What people are saying About Equivity

Google
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Amanda Marcum
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Angela is wonderful to work with! She filled in the gaps for my real estate business flawlessly! I would highly recommend her for anyone needing consistent social media posting with extensive experience in blogging! Angela is an excellent communicator and was a very valuable player on my team!
Google
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David Shafran
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Great team—easy to work with, knowledgeable, and highly responsive. Equivity is our go-to partner when we need to expand our resource capacity quickly and efficiently.
Google
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Jack Duran
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doing well