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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 Onboarding and Intake
- Initial Consultation & Client Intake – Gather essential details during the first meeting and assist in completing intake forms to understand the client’s estate planning needs, assets, family dynamics, and goals.
- Document Collection & Review – Help clients collect key documents, such as existing wills and financial records, and conduct a preliminary review to begin the planning process.
- Conflict Check – Perform conflict of interest checks to ensure ethical compliance.
Document Preparation and Drafting
- Comprehensive Asset Inventory – Help clients compile an organized inventory of their assets, liabilities, and property holdings to inform their estate plan.
- Draft Estate Planning Documents – Assist attorneys in preparing crucial legal documents such as wills, trusts, healthcare directives, and powers of attorney.
- Review & Revise Estate Planning Documents – Review drafted documents for accuracy and ensure they meet legal standards and client preferences.
Execution of Estate Planning Documents
- Coordinate Document Signings – Organize meetings for the signing of estate planning documents, ensuring all required parties are present and signatures are properly witnessed.
- Coordinate Notary Services – Facilitate notarization of documents.
- Official Filing & Recording – Manage the filing and recording of documents with relevant authorities.
- Distribute Signed Documents – Ensure that all executed documents are distributed to clients, beneficiaries, and other involved parties promptly.
Post Execution and Administration
- Asset Transfer Assistance – Help facilitate the transfer of assets into the client’s trust or other designated accounts, ensuring compliance with legal formalities.
- Beneficiary Communication – Provide clear communication to beneficiaries about the estate plan and their specific roles or entitlements.
- Periodic Review of Estate Plans – Assist clients with regular reviews of their estate plans to accommodate life changes such as marriage, divorce, or the birth of children.
- Trust Administration Support – Aid in the administration of trusts after a client’s passing, ensuring proper asset distribution and transparent communication with beneficiaries.
- Organization and disbursement of funds in accordance with the client’s instructions.
Ongoing Case Management
- Client Communication & Updates – Maintain proactive communication with clients, provide regular case updates, answer inquiries, and collect additional information as needed.
- Case File Organization & Maintenance – Keep all estate planning case files meticulously organized, ensuring that all documents are up-to-date and accessible.
- Case Workflow Management – Ensure the estate planning process stays on track by managing deadlines, coordinating tasks, and facilitating smooth transitions between case stages.
- Coordinate with External Stakeholders – Collaborate with attorneys, financial advisors, accountants, and family members to ensure seamless case progression.
- Bookkeeping – Track billable time and expenses, prepare invoices, manage trust accounts and follow up with accounts receivable.
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.