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Simplify Your Legal Operations
Virtual Paralegal Support for Law Firms
Smart outsourcing starts here. Our experienced virtual paralegals bring dependable, cost-effective support across a wide range of legal practice areas. Founded by an attorney, we understand the demands of legal practice and deliver flexible support designed to integrate seamlessly with your firm’s workflow, from legal assistance to admin, call management, marketing, and one-time projects.
US-Based & Experienced
Multi-Practice Expertise
Our team specializes across all areas of law, delivering the right expertise and tailored support to meet your firm’s unique needs.
Customized & Scalable
Get scalable support specifically tailored to your firm’s size, caseload, practice areas, objectives, and evolving legal needs
Secure & Confidential
NDAs, conflict checks, and strict confidentiality protocols effectively protect your clients’ sensitive legal information.
Explore Our Areas of Expertise
How Our Virtual Paralegals Can Support Your Firm
Our experienced virtual paralegals offer dedicated assistance across a wide spectrum of legal practice areas. Browse the list below to see how we can empower your firm. Need support in a different area? Contact us to discuss a custom solution for your firm.
Client Intake and Initial Research
- Initial Client Contact and Scheduling – Assist in scheduling consultations, gather initial client information, and set expectations for the process.
- Client Information Gathering – Collect necessary documents such as financial statements, medical history, and legal documents to begin the case assessment.
- Conflict Checks – Conduct conflict checks to ensure no ethical or legal conflicts exist between the client and the firm.
- Conduct basic legal research to prepare for the initial consultation, focusing on applicable elder law issues like guardianship, Medicaid, and estate planning.
Case Evaluation and Planning
- Review Client’s Estate and Financial Situation – Assist with reviewing the client’s assets, liabilities, and income sources to develop a customized long-term plan.
- Legal Research on Medicaid and Government Benefits – Research eligibility for Medicaid and other benefits that may impact the client’s estate plan.
- Prepare Estate Planning Documents – Draft wills, trusts, powers of attorney, and advance directives based on the client’s wishes and financial situation.
- Review Healthcare Needs and Long-Term Care Options – Assist in reviewing the client’s healthcare needs and long-term care options to address future care concerns.
- Create Caregiving Arrangements – Assist in the coordination of caregiving arrangements, including researching facilities or in-home care options, as part of the client’s planning.
Legal Documentation and Filing
- Prepare Medicaid Applications – Assist in completing and filing Medicaid applications, ensuring all financial and medical documentation is included
- Court Filings for Guardianship or Conservatorship – Assist with preparing and filing petitions for guardianship or conservatorship if the client requires legal decision-making assistance.
- Draft and File Trusts and Wills – Prepare, review, and file trusts and wills, ensuring they meet the legal requirements and accurately reflect the client’s wishes.
- Prepare Tax Documents – Assist in preparing tax-related documents for the client, including filing requirements related to estate planning or long-term care.
Ongoing Case Management
- Client Communication and Updates – Regularly update clients on case progress, schedule meetings, and address concerns throughout the process.
- File Organization and Case Management – Maintain organized case files, ensuring all documents are properly filed and easily accessible for future reference.
- Billing and Invoicing – Track hours worked, prepare billing statements, and send invoices to clients for services rendered.
- Monitor Medicaid Eligibility and Benefits – Keep track of any changes in the client’s Medicaid eligibility or benefits status, ensuring timely updates to their case.
Trusted Support That Delivers
Why Law Firms Choose Equivity
Trusted Legal Expertise
Seamless Workflow Integration
Our paralegals use your systems, follow your processes, and communicate the way your firm prefers.
Responsive, Reliable Support
Timely, accurate assistance that adapts to your workload, from urgent filings to daily case demands.
Compliance You Can Trust
Paralegal Plans and Pricing
Our Monthly Plan gives you the flexibility to pay for just the hours you need—no rollovers, no long-term commitment. Looking for savings? Our Annual lets you buy hours in bulk at a discounted rate, with the ability to roll over unused hours for up to a year.
Need more than 50/hours month, dedicated support on a part-time basis with consistent hours or a full-time team member at a fraction of in-house hiring costs? Contact us for details and pricing!
Click here to view our California rates.
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.
Administrative Support
Free up your time by outsourcing routine tasks like travel planning, event coordination, bookkeeping and more.
Call Management
24/7/365 bilingual, HIPAA compliant call handling, including appointment scheduling, payment processing and translation.
Client Intake
From first contact through scheduling and CRM entry, we deliver fast, professional intake support that converts prospects into paying clients.
Legal Assistant
From clerical work to client-facing tasks, our dedicated Legal Assistants keep your practice efficient without the cost of full-time staff.
One-Time Projects
From data entry and legal memos to Clio audits and discovery, we deliver fast support with no monthly commitment required.
Marketing
Elevate your firm’s visibility with expert content marketing, email campaigns, digital advertising, websites, SEO, social media 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 Client Experience Manager to align on goals, communication, and next steps.
Personalized Oversight for Your Firm
Dedicated Client Experience Managers
Our Paralegal Client Experience 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 CEM evaluates your firm’s needs and seamlessly integrates support into your workflow.
Conflict Resolution
Your CEM manages 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 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.
Explore Your Options
See all the ways our assistants can support your firm. Check out our task overview chart to find the services that fit your needs.
Ask an Expert
If you’re unsure which services fit your firm best, reach out! We’ll assess your needs and guide you to the right solution.
Discover More
Still have questions? Browse our FAQs for quick answers or explore our blog for insights on streamlining legal support.