Our virtual assistants for legal professionals specialize in streamlining your client intake process by efficiently gathering essential case information, managing client questionnaires, and organizing documentation for new matters.
They can conduct preliminary conflict checks, set up new client files in your practice management system, and ensure all necessary intake forms are completed properly before your initial consultation.
Your Cherry Assistant can also handle follow-up communications, appointment confirmations, and create comprehensive client profiles, enabling you to walk into each meeting fully prepared and maximize your billable hours on substantive legal work.