Legal Intake Virtual Assistant
Someone looking for a lawyer often contacts more than one firm. The firm that responds first has a real advantage, but lawyers can't take every call when they're in court or with a client.
A legal intake virtual assistant handles the first contact from your script, collects the basic facts, prepares the conflict check and books a consultation. A lawyer decides whether to take the matter.
What your VA takes on
- First contact: answering calls, forms and chats from an approved script.
- Fact collection: recording names, parties, dates and matter type.
- Conflict check admin: searching your system and passing the results to a lawyer.
- Booking: scheduling consultations and sending confirmations.
- Paperwork: sending engagement letters prepared by the firm, and intake forms.
- Follow-up: chasing people who didn't book or sign.
A typical week
- Daily: new enquiries and follow-up.
- Monday: open leads review.
- Wednesday: unsigned engagement letters.
- Friday: report on lead sources, booked consultations and signed matters.
Tools they work in
- Intake: Clio Grow, Lawmatics, Lawcus
- Case management: Clio Manage, MyCase, Smokeball, LEAP
- Calls: your phone system
The bright line
Your VA gives no legal advice, doesn't assess a case, doesn't quote outcomes and doesn't agree to take a matter. Callers are told that no lawyer-client relationship exists until the firm confirms one. A lawyer supervises the work, and your bar or law society rules apply.
Compare it with a local hire using our free virtual assistant cost calculator.
Signs it is time
- Calls go to voicemail.
- Web enquiries wait until evening.
- Lawyers do intake themselves.
- No one knows which leads turned into clients.
What it costs
Flat monthly plans, one dedicated VA: Essentials $899/mo (20 hours a week), Executive $1,599/mo (full-time) and AI Manager $2,599/mo (full-time, AI-fluent). Worked out per hour from those published prices, that is about $10/hr, $9/hr and $15/hr all-in. Every plan includes a free shortlist of 2–3 vetted VAs in 72 hours, a $0 recruitment fee, payment only once your VA starts, month-to-month terms and a 30-day replacement. See pricing.
Solo and small firms start on Essentials at $899 a month. Phone-heavy intake often needs full-time cover.
Your first 30 days
- Week one: intake script and escalation rules.
- Week two: web enquiries.
- Week three: live calls.
- Week four: follow-up and reporting.
Related
- Virtual assistant for law firms
- Virtual receptionist
- Appointment setter virtual assistant
- All industries we support
FAQ
Can intake be done outside the US? Yes, if your professional and data rules allow it. Agree that with your firm first.
Can they cover urgent criminal or family calls? Only with a clear escalation route. Set this out in the script.
What about privilege and confidentiality? Sign an NDA, limit access, and follow your jurisdiction's rules on supervising non-lawyers.
Which hours can you cover? Check your overlap with our time zone calculator.
What if the fit isn't right? Tell us within 30 days and we replace your VA at no cost, carrying the documented context over so you do not start from zero.
Get a free VA shortlist in 72 hours.
Tell us what you need. We send 2–3 hand-picked, vetted VAs to interview. $0 recruitment fee, and you pay nothing until your VA starts. Essentials $899/mo, Executive $1,599/mo, AI Manager $2,599/mo, month-to-month.