Services · Legal
A dedicated virtual assistant for your law firm.
Intake left sitting is intake you lost. Your assistant answers it, qualifies it, books it, and keeps the case files and billing moving behind it.
Sound familiar
The work that eats a firm’s week.
Enquiries wait until someone is free
A potential client calls at lunch. Nobody calls back until the next day, and by then they have signed with the firm that answered.
Case admin crowds out billable time
Records requests, document indexing and deadline calendaring done by the people whose hours are the product.
Time never quite gets captured
Entries reconstructed at the end of the month. Some of the work was done; not all of it was billed.
Receivables age quietly
Invoices go out late and nobody has time to follow up the ones that were not paid.
The work
What your assistant takes over.
One assistant covers all of this. You choose where to start; most businesses add lines as the first ones settle.
Pipeline
Client intake & qualification
Every enquiry answered, screened against your criteria and booked.
- Enquiries answered and logged the same day
- Intake questionnaires from your script
- Conflict-check information gathered for attorney review
- Consultations booked into the calendar
Case work
Case file & calendar admin
Documents indexed and deadlines where the whole team can see them.
- Documents indexed and filed by matter
- Deadlines and hearings calendared for attorney confirmation
- Records requests sent and chased
- Client status updates drafted for approval
Cash
Billing & time capture
Time reconciled, prebills ready, aged balances followed up.
- Time entries reconciled against calendars and email
- Prebills prepared for review
- Invoices sent on schedule
- Aged receivables followed up
Documents
Document assembly
First drafts from your templates, ready for attorney review.
- Engagement letters from your template
- Standard forms populated
- Correspondence drafted for approval
- Signature packets sent and tracked
Admin
Inbox & calendar
The inbox triaged and the calendar protected.
- Inbox sorted into act, reply, file
- Client and court scheduling coordinated
- Vendor and court reporter bookings
- Expense paperwork
Core · Automation
AI automations
Intake and updates that run on time, with a person watching.
- Intake routing by practice area
- Consultation reminders
- Document assembly from templates
- Client status update drafts
Capability, shown
What a week can look like.
An illustration of how the work is spread across a week, not a record from a client account. Your week is scoped on the call.
| Day | Your assistant |
|---|---|
| Mon | Weekend enquiries called back and consultations booked. Deadlines for the week confirmed with attorneys. |
| Tue | Records requests chased. New documents indexed to their matters. |
| Wed | Time entries reconciled against calendars. Engagement letters drafted for new clients. |
| Thu | Prebills prepared for review. Client status updates drafted for approval. |
| Fri | Aged receivables followed up. Weekly check-in with you: new matters, deadlines, what is stuck. |
Your tools
Works inside the systems you already use.
No new software to buy. Your assistant logs into yours. Common in this industry:
- Clio
- MyCase
- PracticePanther
- Smokeball
- Filevine
- LEAP
- Lawmatics
- LawPay
- QuickBooks
- NetDocuments
- DocuSign
- Microsoft 365
Access & confidentiality
What protects your clients’ information.
Before they touch anything
How your assistant is vetted
- Chosen personally by the CEO
- A signed non-disclosure agreement
- A police background check
- References from previous employers
- A psychological assessment
- Ten days of onboarding on your business
While they work
How access is handled
- Your assistant works in your systems under their own login, and you can remove that access at any time.
- You decide what they can reach. Matter access can be limited to the practice areas they support.
- Everything they see is covered by the non-disclosure agreement they sign before day one.
- Nothing goes to a client, court or opposing counsel until an attorney has approved it.
Management
How much managing you actually do.
Stays with you
Judgment calls
- Legal advice, strategy and anything requiring a lawyer
- Conflict decisions and accepting new matters
- Approving documents and client communications
Handled for you
Everything else, with oversight
- The work itself, owned end to end
- An end-of-day report, every day
- A Clozik supervisor watching the account
- Backup cover when your assistant is out
Risk, removed
The terms, before you ask.
Fit
Not a fit? Replaced free.
If the assistant is not right for your business, we swap them at no cost. You do not have to build a case for it.
Terms
Cancel anytime. No notice.
No lock-in and no notice period. Stop whenever you want; nothing further is owed beyond work already done.
Cover
Out sick? Covered.
A second trained Clozik assistant covers absences, so your work does not stop because a person did.
Oversight
Reported daily. Supervised always.
An end-of-day report, a weekly check-in, and a Clozik supervisor watching the account above your assistant.
Questions
Legal questions, answered.
Can the assistant give legal advice?
No. Your assistant does administrative and paralegal-support work under attorney supervision. Advice, strategy and conflict decisions stay with your lawyers.
How is privileged information protected?
Your assistant works inside your practice management system under their own login, which you can remove at any time, and signs a non-disclosure agreement before day one.
Can they handle intake calls?
Yes. They answer and screen enquiries using your intake script and book consultations. Conflict information is gathered for an attorney to decide on.
Which practice areas?
The admin is similar across them. Personal injury, family, immigration and estate firms tend to start with intake; litigation firms with case admin and billing.
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