Chapter Administration
Strengthen your chapter organization with dedicated virtual assistants who can support reactivating members, coordinate with sponsors, assist in event organization, process CLE credits, and drive marketing initiatives.
- Vetted VAs
- Multi-Skilled VAs
- Pre-Trained VAs
- English–Spanish VAs
Member Support
Conversion, retention, and reactivation
Admin Support
CLE credits and documentation
Marketing Support
On-time newsletters and sponsorship packages
Event Coordination
Planning, follow up, and execution
Chapter organizations shouldn't be burdened by administrative demands and event coordination.
Your focus should be on serving members and advancing your mission, while our VAs handle member support, records management, communications, marketing assistance, and day-to-day operational coordination.
Member Management & Administrative Support
Our VAs can assist in managing your member lifecycle from handling intake, onboarding, and CRM database updates, ensuring records are accurate and complete. They can also help with member communications, scheduling, reminders, and targeted follow-ups to improve engagement and retention.
Records Management, Billing & Communication
Our VAs can help maintain and organize member and organizational records, ensuring data accuracy and proper documentation. They can also assist with billing, invoicing, and reconciliation tasks, while also managing correspondence and follow-ups to ensure timely and professional communication.
Event Coordination, Marketing & Chapter Growth
Our VAs can provide end-to-end support for chapter events, including calendar management, RSVP tracking, scheduling coordination, and logistical preparation. They can also assist with marketing initiatives such as content creation, campaign implementation, website updates, and announcement distribution to strengthen visibility and drive chapter growth.
Everything You Need. One Complete Solution.
From the moment a lead calls to final disbursement, our VAs handle every administrative touchpoint.
Member Management
- Respond to member inquiries on fees, benefits and events, and escalate complex issues to appropriate officers.
- Respond to emails from chapter coordinators.
- Answer calls and provide chapter membership information.
- Take detailed messages and coordinate to the right officer.
- Manage emails and forward to respective officers.
- Conduct intake interviews to gather member information and assess eligibility for chapter programs.
- Enter member data into CRM/CMS and maintain accurate, compliant records.
- Follow up on missing documents or incomplete intake forms to complete member profiles.
- Schedule consultations and meetings, and send reminders to members and staff.
- Provide updates on membership status and next steps.
- Reach out to inactive members to reactivate membership.
- Generate and send invoices as required.
Marketing Assistant
- Schedule a meeting with the chapter coordinator to discuss training sessions related to the chapter website, announcements, and other relevant matters.
- Assist with organizing an event.
- Schedule and confirm events and meetings.
- Review and update the calendar with upcoming events, meetings, and call reminders.
- Create visually appealing flyers to promote and advertise the upcoming events.
- Facilitate the distribution of event invitations via email.
- Distribute promotional campaigns through Eventbrite.
- Assist with event logistics and RSVP tracking.
- Submit Sponsor Application for CLE Activity to the State Bar Association.
- Review announcements, documents, and requirements, and watch training or tutorial videos, as needed.
- Modify and update chapter’s website pages .
- Draft contents for website and social media pages.
- Prepare and send newsletters and announcements.
Simple Onboarding. Seamless Integration.
Get your dedicated VA team up and running in less than a week.
1- Discovery Call
We learn your workflows, case types, and specific needs.
2 - VA Assignment
We learn your workflows, case types, and specific needs.
3 - System Setup
We integrate with your case management system and processes.
4 - Go Live
Your VA team starts handling calls, intake, and admin work.
Ready to Scale Your PI Practice?
Schedule a free consultation to see how our VAs can transform your firm's operations.