Client Service and Intake

VIRTUAL CLIENT SERVICE ASSISTANT

Elevating Client Experience

Delivering exceptional client service is as crucial as winning cases. A law firm’s reputation often hinges on how efficiently and professionally it handles client communications, inquiries, and relationships.

This is where virtual client assistants can help. They can provide dedicated customer service support that enhances client satisfaction and improves the firm’s efficiency in handling inquiries.

  • Client Communication Management
  • Client Intake and Onboarding
  • Case Status Updates
  • Client Relationship Management (CRM) Support
Inquire Now

Our virtual assistants for attorneys are trained to handle client-facing roles with professionalism, empathy, and efficiency.

Schedule a Free Consultation

ABOUT THIS ROLE

Key Client Support Services

Client Communication Management

  • Handling inbound and outbound client calls with professionalism
  • Responding promptly to emails and voicemails
  • Following up with clients regarding case updates, appointments, and documentation

Client Intake and Onboarding

  • Managing new client inquiries and scheduling consultations
  • Collecting intake form submissions and essential case information
  • Guiding clients through the onboarding process to ensure a smooth start

Case Status Updates

  • Providing clients with timely updates on their cases
  • Acting as a liaison between attorneys and clients to ensure smooth information flow
  • Maintaining detailed notes and logs for client interactions

Client Relationship Management (CRM) Support

  • Utilizing CRM tools to manage and track client data
  • Monitoring follow-ups to ensure no client is overlooked
  • Supporting retention efforts through regular communication and check-ins

ADVANTAGES

Why Law Firms Should Hire a Virtual Client Service and Intake Assistant

  1. Improved Client Satisfaction

  2. Reduced Workload for Attorneys

  3. Possibility of Providing 24/7 Client Support

  4. Consistent and Professional Representation

Inquire Now

ENHANCE YOUR FIRM’S OPERATIONS

Hire a Virtual Client Service Assistant

Delivering exceptional client service doesn’t have to be overwhelming. You can provide professional, responsive, and consistent client support while freeing your legal team to focus on casework.

Contact us today to learn how a dedicated virtual assistant for attorneys can elevate your firm’s client experience.

Schedule a Free Consultation

WHY TRABA LEGAL STANDS OUT

Providing Client Service and Intake Virtual Assistants

Inquire Now