Get Started
Ready to begin? Get started now.
See All Practice Areas
Browse our full list of practices areas.
Contact Us
Have questions? Reach out today.
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 Development
- Initial Client Consultation: Schedule and conduct an initial consultation with clients to gather basic information about the decedent’s estate and the client’s relationship to it.
- Gathering Personal and Estate Information: Collect necessary documents such as the decedent’s will, trust, financial statements, property deeds, and identification details of heirs and beneficiaries.
- Conflict Checks: Perform a conflict of interest check to ensure no legal conflicts exist prior to accepting the case.
Initiating Probate Proceedings
- Prepare and File the Petition for Probate: Draft and file the petition with the court, including supporting documentation.
- Notice of Petition: Prepare and send out the notice of petition to interested parties (heirs, beneficiaries, creditors).
- Petition for Letters Testamentary: Assist with filing a petition to obtain letters testamentary.
Asset Identification and Inventory
- Asset Collection: Identify, gather, and inventory all assets belonging to the decedent’s estate, including real estate, bank accounts, investments, personal property, and business interests.
- Property Valuation: Coordinate with appraisers or professionals to obtain proper valuations for estate assets.
- Debts and Liabilities: Identify and list any debts owed by the decedent, including credit card debts, loans, mortgages, and outstanding bills.
Distribution and Final Reporting
- Prepare and File Final Accounting: Draft the final accounting, detailing all estate income, expenses, distributions, and the allocation of assets.
- Distribute Assets: Assist with the distribution of the estate’s assets to beneficiaries in accordance with the decedent’s will or trust.
- Prepare Final Decree of Probate: Prepare the necessary documents to close the probate case and request the final decree from the court.
- Ongoing Probate Administration: Assist with administering the estate, ensuring creditors are paid, assets are distributed to heirs, and taxes are filed.
Ongoing Case Management
- Client Communication: Maintain regular communication with clients, provide case updates, answer questions, and gather additional information as needed.
- Scheduling and Calendaring: Schedule court appearances, meetings, and deadlines; maintain an organized calendar for hearings and appointments.
- Maintaining Case Files: Organize and maintain comprehensive case files, ensuring all correspondence, evidence, and documentation related to the probate case are up to date.
- Case Management: Keep the probate case on track, ensuring all steps are taken in a timely manner to move the process forward and avoid delays.
- Executor and Beneficiary Coordination: Communicate with the estate’s executor, personal representative, and beneficiaries to facilitate probate proceedings, provide updates, address inquiries, and ensure timely actions are taken to move the case forward.
- Bookkeeping: Track billable time and expenses, prepare invoices, manage trust accounts and follow up with accounts receivable.
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.
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 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.
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
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.