Success in the Legal and Conveyancing business revolves around a dedicated team attending to your clients' needs.
We can assist you in providing an optimal client experience by offering specialized virtual assistants tailored to your operations.
Delegate complex tasks to us, focus on strategic activities, and witness your operations transform.
- Freeing you to concentrate on your core business activities
- Handles time-consuming tasks
- Offers scalable services according to your business needs and schedule
- Improves satisfaction and retention for efficient and regular communication with clients
- Streamlined operations and effective time management
How We Can Help
The scope of the tasks is ultimately determined by you.
Below are some of the typical tasks our virtual assistants undertake in the Legal and Conveyancing industry.
Ensuring Integrity and Streamlining Onboarding
- Conducting Conflict Checks
- Managing Client Onboarding
- Drafting and Tracking Costs Agreement
- Developing Initial Client Letter
- Client Data Verification
Communication and Documentation
- Finalizing Costs Agreement
- Confirming Retainer Fee Payment
- Preparing Detailed Case Outlines
- Clarifying Legal Terms to Clients
- Managing Client Correspondence
Scheduling
- Sending Timely Reminders
- Regular Follow-ups on Invoices
- Providing Regular Case Status Updates
- Coordinating Appointment Scheduling
- Overseeing Consultation Rescheduling
Case Management
- Ensuring Accurate Data Entry
- Drafting Initial Letters and Documents
- File Management
- Coordinating with Legal Teams
- Closing Completed Matter Files
Reporting and Administrative Support
- Calendar Management
- Compiling Weekly Progress Reports
- Handling Administrative Requests
- Ensuring Document Compliance
Client Care and Service
- Collecting and Implementing Client Feedback
- Resolving Client Issues Promptly
- Anticipating Client Needs
- Personalized Client Service
Quality of Advice Review
Why Paraplanners will be more important than ever in the new world
Our Industry Specialist
TASH DANIELS
Financial Planning | Legal and Conveyancing
Why VA Platinum
Data
Security
Bespoke
Recruitment
Dedicated
VA
Value for
Money
Ongoing Management
& Support
Business Owners Trust Us
We are thrilled to be part of the VA Platinum team. There’s no wonder you guys are growing at the rate that you are. Keep up the good work.
I can’t tell you how amazing it is to have my staff member’s help every day.
It is truly making a big difference in my ability to get my work done and grow the business. Thank you so much!
Offshoring had sounded like a good idea for some time, but where to start? I’d put off any real consideration for years before I became a client of VA Platinum. At the time, I felt I was taking a leap of faith in Brian, through previous business dealings he’d earned some trust, so I was willing to ‘give it a go’. Since that day I have never looked back….
I’ve been working with Brian and VA Platinum as a client of his Philippines offshore staff… the virtual assistant he has provided me has been a wonderful addition to my team and I am consistently blown away by their professionalism and work ethic.
…You quickly get a sense of a positive environment and a hard-working team at VA Platinum. Brian has built a great rapport with the staff. I have been very happy with the output to date.
Tell us what you need (and we'll do the rest)
I want to find a dedicated virtual assistant to help me with my business
I want to be a Virtual Assistant and build my career with VA Platinum
Success in the Legal and Conveyancing business revolves around a dedicated team attending to your clients' needs.
We can assist you in providing an optimal client experience by offering specialized virtual assistants tailored to your operations.
Delegate complex tasks to us, focus on strategic activities, and witness your operations transform.
- Freeing you to concentrate on your core business activities
- Handles time-consuming tasks
- Offers scalable services according to your business needs and schedule
- Improves satisfaction and retention for efficient and regular communication with clients
- Streamlined operations and effective time management
How We Can Help
The scope of the tasks is ultimately determined by you.
Below are some of the typical tasks our virtual assistants undertake in the Legal and Conveyancing industry.
Ensuring Integrity and Streamlining Onboarding
- Conducting Conflict Checks
- Managing Client Onboarding
- Drafting and Tracking Costs Agreement
- Developing Initial Client Letter
- Client Data Verification
Communication and Documentation
- Finalizing Costs Agreement
- Confirming Retainer Fee Payment
- Preparing Detailed Case Outlines
- Clarifying Legal Terms to Clients
- Managing Client Correspondence
Scheduling
- Sending Timely Reminders
- Regular Follow-ups on Invoices
- Providing Regular Case Status Updates
- Coordinating Appointment Scheduling
- Overseeing Consultation Rescheduling
Case Management
- Ensuring Accurate Data Entry
- Drafting Initial Letters and Documents
- File Management
- Coordinating with Legal Teams
- Closing Completed Matter Files
Reporting and Administrative Support
- Calendar Management
- Compiling Weekly Progress Reports
- Handling Administrative Requests
- Ensuring Document Compliance
Client Care and Service
- Collecting and Implementing Client Feedback
- Resolving Client Issues Promptly
- Anticipating Client Needs
- Personalized Client Service
Quality of Advice Review
Why Paraplanners will be more important than ever in the new world
Our Industry Specialist
TASH DANIELS
Financial Planning | Legal and Conveyancing
Why VA Platinum
Data
Security
Bespoke
Recruitment
Dedicated
VA
Value for
Money
Ongoing Management
& Support
Business Owners Trust Us
We are thrilled to be part of the VA Platinum team. There’s no wonder you guys are growing at the rate that you are. Keep up the good work.
I can’t tell you how amazing it is to have my staff member’s help every day.
It is truly making a big difference in my ability to get my work done and grow the business. Thank you so much!
Offshoring had sounded like a good idea for some time, but where to start? I’d put off any real consideration for years before I became a client of VA Platinum. At the time, I felt I was taking a leap of faith in Brian, through previous business dealings he’d earned some trust, so I was willing to ‘give it a go’. Since that day I have never looked back….
I’ve been working with Brian and VA Platinum as a client of his Philippines offshore staff… the virtual assistant he has provided me has been a wonderful addition to my team and I am consistently blown away by their professionalism and work ethic.
…You quickly get a sense of a positive environment and a hard-working team at VA Platinum. Brian has built a great rapport with the staff. I have been very happy with the output to date.
Tell us what you need
(and we'll do the rest)
-
Find out how a VA can be a wonderful
addition to your team -
Gain insights on what tasks to give
your VA that suit your business needs - Know what type of virtual assistants to choose
- Introduction to VA Platinum culture
- Learn more about our security measures
-
Discover what we're doing to keep
VAs fulfilled and happy - Everything else you need to know
Data Security
I want to be a Virtual Assistant and build my career with VA Platinum