Virtual Legal Assistant Roles and Task Lists by Practice Area

The best predictor of whether a virtual legal assistant works out is a clear task list on day one. Here are starting lists by practice area. Cut and adapt.

Every practice: the core

Daily: answer and route calls and emails; book consultations; update case-management notes; send appointment reminders; triage the shared inbox. Weekly: clean up time entries; send invoices and payment reminders; update the deadlines report from attorney-entered dates; chase outstanding documents.

Personal injury

• Request medical records and bills from providers; track responses; follow up at 14 and 28 days.
• Collect police reports, photos, insurance details and wage-loss documents.
• Maintain the treatment log and medical-expense summary.
• Assemble the demand package from attorney-approved templates.
• Client status calls during treatment. VirtualStaffing.com publishes PI-specific roles (Document Collector $2,227/month, Demand Writer $2,997, Lien Negotiator $2,922) if you need specialists.

Family law

• Gather financial disclosures; build the asset and debt spreadsheet.
• Calendar mediation and hearings entered by staff; send client prep reminders.
• Draft routine correspondence from templates.
• Handle sensitive client calls with a set script and escalation rules.

Immigration

• Collect and organise client documents; track translation needs (Spanish is standard at most Latin American providers).
• Prepare form drafts for paralegal or attorney review.
• Track receipt notices and case-status changes.
• Client updates in the client's language.

Estate planning

• Intake questionnaires and follow-up.
• Signing-meeting scheduling and checklists.
• Assemble document packets from approved templates.
• Funding follow-up letters after signing.

Litigation support (with paralegal oversight)

• Organise discovery productions, Bates-label, index.
• Prepare exhibit lists and binders.
• Calendar entries for attorney-calculated deadlines.

Tasks to keep in-house

Anything requiring legal judgement or a signature: advising clients, calculating deadlines, setting fees, signing filings. A virtual assistant can prepare; the lawyer decides.