Specific scope
A role brief names recurring tasks, outputs, systems, coverage, and review ownership. It also names work that is outside the role.
About Legal Intake VA
A clearer way to build support.
We help law firms define administrative intake roles under attorney supervision. Your attorneys set the questions, confidentiality practices, conflict process, acceptance criteria, and rules for communicating with prospective clients.
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Who the work is for
Built around the realities of your operation.
Law firms, intake managers, and legal operations teams.
A new inquiry can contain an urgent deadline, a potential conflict, or more sensitive information than the firm needs at first contact. A deliberate intake process helps staff collect the right details and route them promptly.
We begin with the work itself: where it enters, what information it needs, who approves it, and what your team should receive at the end. That gives the role a practical purpose from the start.
How we approach the role
Clear expectations on both sides.
Controlled access
Your team approves accounts and permissions. Sensitive records belong in your approved systems, with access limited to the assigned work.
Practical oversight
Progress is reviewed through actual work, unresolved questions, and documented handoffs. Exceptions are surfaced to a named owner.
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Find the support that fits your queue.
New inquiry intake
New inquiry intake
Capture approved first-contact information and route it to the correct person in your firm.
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Consultation scheduling
Consultation scheduling
Arrange consultations using approved availability, prerequisites, and client communication.
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Prospective client follow-up
Prospective client follow-up
Maintain respectful, approved follow-up while an inquiry awaits information or attorney review.
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Intake document requests
Intake document requests
Coordinate attorney-approved document requests through the firm’s secure channels.
Explore the service ↗A role shaped around your operationStart with the work
Start with the work
you want to hand over.
Tell us where the queue slows down. We’ll discuss the scope, tools, coverage, and review points that belong in your support role.
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Define the role before making a commitment.