Services
Virtual Legal Assistant Pods
Attorney‑designed admin and litigation support – executed by trained specialists with human‑in‑the‑loop QA and documented SOPs.
Typical scope
- Intake triage, conflicts checks (per your policy), CRM/Case‑Mgmt updates
- Calendar/docketing, hearing reminders, court rules look‑ups (procedural)
- E‑filing support & service prep (client‑approved)
- Template drafting & document formatting; exhibit/binder prep
- Discovery admin: indexing, bates, chronology, deposition summaries
- Contract compare & issue tables with AI‑assist + human QA
- Client communications templates; evidence/request trackers
Tiers
- Starter Pod (Shared, 80–100 hrs/mo): Intake + Calendar + Template support.
- Growth Pod (Dedicated, 160 hrs/mo): Adds discovery admin, e‑filing support, client comms.
- Lit Pod (Matter‑type specific): PI demand packs, immigration filings, family‑law forms.
Tooling
Clio, CosmoLex, PracticePanther, MyCase, Smokeball, MS 365/Google Workspace; PDF suites; court e‑filing portals.
Outputs
Weekly SLA dashboard • Error/rework log ≤ 3% • On‑time docketing ≥ 99.5% (target)
Legal Accounting
CPA‑grade financial operations purpose‑built for law firms.
Trust / IOLTA Compliance
- 3‑way reconciliation (Bank • Trust Ledger • Client/Matter)
- Retainer & evergreen workflows; shortage prevention; monthly trust reports
- Audit‑ready documentation and approvals trail
Billing & Collections
- Time capture clean‑up, prebills, invoice QA
- Payment plans, reminders, collection follow‑through (per your policy)
- DSO reduction program and leakage analysis
Books & Close
- Matter‑level P&L, WIP/AR dashboards, month‑end close
- QuickBooks/Xero; mapping to your practice‑management system
- Controller‑grade entries, memos, and reconciliations
Controller‑as‑a‑Service
For growing firms that need a fractional controller with law‑firm expertise.
- Cash‑flow forecasting & budgeting
- Pricing & profitability (matter/attorney) analysis
- Policy design: expenses, retainers, write‑offs, refunds
- Audit prep and external CPA coordination
Outputs
Monthly financial pack • Trust compliance report • Collections playbook
Pilots & Sprints
Trust Accounting Health Check (free):
12‑point checklist, gap map, and prioritized fixes.
14‑Day Intake & Docketing Pilot:
Baseline SLAs, error rates, and coverage model.
Billing Rescue (4–6 weeks):
Backlog cleanup, DSO plan, collections cadence; ready‑to‑run SOPs.