Case administration
Open files, organize documents, update matter data, and maintain checklists.
Get a dedicated VA for case files, records follow-up, and client coordination—so attorneys can focus on clients and strategy.
Find my Legal VA01Records requests and case files generate repeat administrative follow-up.
02Calendars, inboxes, and client updates take time from fee-earning work.
03Hiring and onboarding another local team member can slow down needed support.
Scope the role to your practice, case management system, and supervision model.
Open files, organize documents, update matter data, and maintain checklists.
Send approved requests, track responses, and organize incoming records for your team's review.
Manage scheduling, reminders, and triage according to your firm's instructions.
Prepare approved status updates, follow up on missing items, and route legal questions to attorneys.
The role is administrative and supervised—not a substitute for legal staff judgment.
Carries out delegated case and firm administration within the access and instructions you set.
Supervise work, approve legal communications, and retain advice, strategy, and legal decisions.
Provides staffing support, role fit, and performance follow-up.
From a single case-support VA to a broader administrative role, define the duties and coverage your firm needs.
No. CloverCX supplies virtual assistant staffing. Your lawyers direct and supervise the VA, and your firm remains the provider of legal services.
Yes, when your firm grants approved access and trains the VA on its process. The role is scoped around the systems you use.
Your firm sets the communication rules and approval process. Legal questions and advice stay with your attorneys.
Tell us what you’d hand off first. We’ll help you find a VA for the role.