A virtual legal assistant can take recurring administrative and client-facing work off your attorneys’ desks without adding another person to the office. The best results come from delegating complete workflows—not isolated tasks—while keeping legal judgment and attorney-only work with qualified lawyers.

Below are 25 practical tasks law firms can delegate to a trained virtual legal assistant.

Client intake and communication

1. Answer inbound calls: Respond using your firm’s approved script and route urgent matters correctly.
2. Screen prospective clients: Collect matter type, jurisdiction, incident date and other approved qualification details.
3. Enter new leads: Create accurate records inside Clio Grow, Lawmatics, Filevine or your preferred CRM.
4. Book consultations: Coordinate prospect and attorney availability while accounting for time zones.
5. Run follow-up sequences: Contact qualified prospects who have not yet booked or signed.
6. Send appointment reminders: Reduce no-shows through email, text and phone reminders.
7. Provide routine status updates: Share attorney-approved updates without giving legal advice.

Calendar and inbox administration

8. Manage attorney calendars and prevent double bookings.
9. Track court dates, internal deadlines and consultation schedules.
10. Triage shared inboxes and assign messages to the right owner.
11. Prepare daily priority summaries for attorneys and case managers.
12. Coordinate meetings with clients, experts, vendors and opposing counsel.

Case-file and document support

13. Open matters using a consistent checklist.
14. Maintain contact, matter and status information in the case-management system.
15. Organize digital folders and apply naming conventions.
16. Request routine records and follow up on outstanding items.
17. Prepare document packets from attorney-approved templates.
18. Convert, combine, label and quality-check PDFs.
19. Maintain document and correspondence logs.

Billing and operational support

20. Review missing time entries and send reminders.
21. Prepare draft invoices for attorney review.
22. Follow up on overdue balances using approved language.
23. Track expenses, receipts and vendor invoices.
24. Maintain standard operating procedures and checklists.
25. Update referral-source and marketing records.

What should not be delegated?

A virtual legal assistant should not independently provide legal advice, set legal strategy, represent a client or make decisions reserved for a licensed attorney. Your firm remains responsible for supervision, confidentiality, privilege and access controls.

How to start delegating

Begin with one repeatable workflow, document its trigger, owner, steps and escalation rules, then measure turnaround time and accuracy. Once that process is stable, add the next workflow.

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