• Reception handling (e.g. general inquiries, SMS and voicemail management)

• Leads Management (e.g. chase, screening for consultation, intake potential clients, qualify leads, research/data mining potential clients, active campaign, click funnel)

• Intake (e.g. conflict check, background check, police report request, draft & send agreement, setting-up client profile on CMS, Binders)

• Email Management (e.g. sorting client/law firm emails, coordinating priority emails to client, responding on behalf of client/law firm)

• File Management (e.g. saving, renaming, and organizing files)

• Calendar Management (plotting and monitoring schedules, deadlines, and reminders)

• Appointment Setting (e.g. schedule consultation, calling parties to schedule meetings/appointments)

• Basic PDF Formatting (e.g. combine multiple docs into 1 pdf, insert/remove pages, modify the text, highlights, comment boxes, arrows, upload e-signature)

• Advanced PDF Formatting (e.g. redact and sanitize, run OCR text recognition, bate stamping, bookmarking, compress file)

• Advanced Word Doc Formatting (e.g. formatting contracts, compliance guides)

• Tech Assistant (e.g. troubleshooting back-end tools and apps such as phone system, google workspace, and the like)

• Personal Assistant (non-case related tasks such as booking, purchasing, and the like)

• Transcriptionist (transcribing recording to text document)

• Translators (translating communications from Spanish to English and vice versa)

• Accounting (e.g. bookkeeping & payroll processing)

• Billing / Replenishment (e.g. enter billable hours, time entries, expenses, fund requests)

• Invoicing / Settlement (e.g. prepare, generate, send, and follow-up invoices/final amount to issue of the client, process payment)

• Drafting Pre-Litigation Letters (e.g. LOR, Reduction Request, Disbursement letters)

• Subrogation (e.g. opening Subro claims, requesting liens, following up subro claim)

• Insurance Communication (e.g. communicating with insurance for set-up claims, representation, policy limit, and other correspondence)

• Other Parties Communication (e.g. communicating with Defendant’s Attorney, Witnesses, Court, Judge)

• Client Communication (e.g. communicating with client after retention for reminders/updates/status)

• CMS Updating for case updates and status

• Case Audit (e.g. reviewing cases to spot missing requirements on each phase)

• Drafting Legal Documents using client templates (e.g. Pleadings, Motions, Discovery propounds, Complaints, Mediation docs)

• e-Filing / Mailing Legal Documents

• Basic Legal Research (e.g. background investigation, conflict check, location tracing)

• Transcriptionist (transcribing recording to text document)

• Translation (translating comms Spanish to English and vice versa)

• Basic Medical Provider Communication (e.g. billing & records request and follow-up via phone, fax, email, and e-portal)

• Advance Medical Provider Communication (e.g. treatment and medication set-up, balance verification, PIP, Liens, bills amount reduction request, and follow-up)

• Drafting Medical Summary (e.g. Narrative, Chronology, Itemization)

• Drafting Demand (e.g. Billing Summary, Narrative, Mileage, and Wage Loss Computation)

• Review bills & records for exhibit (e.g. redaction, bookmarking, bate stamping)

We have catered to clients using Filevine, Clio, Lawcus, Documate, MyCase and other case management software. Let us help you fully utilize your CMS, some of the customizations we can assist you with are:

• Project Type Template
• Merge Documents
• Task Flows
• Document Generation
• Fusion Reports
• Deadline Chains
• Auto Hashtags

Some of the items we have automated are:

• Efilings

• KPI reporting

• Drip newsletter campaigns

• Lead notification

• Mail and fax notification

• When a retainer is signed

• Birthday greetings