Services
Take back time to grow your business
Do you need a Virtual Assistant?
ARE YOU A BUSY LEGAL PROFESSIONAL WHO:
Has a hectic schedule?
Has just started a new practice?
Spends too much time on admin?
Is struggling to keep everything together?
Needs help with your client onboarding?
Wants to streamline and improve your business processes?
DO YOU WANT TO:
Spend more time fee earning?
Scale and grow your business?
Spend more time networking to find new clients?
Focus on your professional development and CPD?
Have support from people who understand your business?
Tailored Virtual Support for Boutique Law Firms
If you’re seeking a virtual assistant who is not just flexible but fully invested in the success of your boutique law firm, you’re in the right place. Our services are custom-built around your firm’s unique needs, ensuring we support your business in the most effective way possible, whether that’s streamlining operations, enhancing client service, or creating structure in your day-to-day workflow.
Every firm is different, which is why we take the time to understand your specific challenges and goals. We then ensure the right team member is placed and fits seamlessly into your business, giving you the confidence that nothing falls through the cracks, while freeing up your time to focus on firm growth and client retention.
Let’s build a strong, structured partnership.
Personal Assistant Tasks
Declutter, free up time and stay organised with your very own PA:
Our services include (but not limited. to):
- Diary and calendar management
- Tracking and recording expenses
- Data inputting
- Travel organisation (research, planning booking and itineraries via our travel agency Two Free Birds Travel - see below)
- Event management
- Meeting agendas
- Minute-taking
- Online seminar and conference registration
- Expenses (scanning & uploading receipts/ liaising with accountants)
- Gift sourcing
- Personal admin
TWO FREE BIRDS TRAVEL
Having spent time living in Asia and travelling the world, Kellie is very passionate about and loves booking travel so recently certified as an Independent Travel Agent via Inteletravel. This added service means we can ensure client travel is booked securely and are ABTA & ATOL protected.
Services include:
- Researching, planning and booking flights, hotels, transfers
- Creating itineraries
- Booking tours and activities
- Travel insurance
- Managing logistics such as visas, currency exchange, ground transportation
Need help with your next trip? Use our Booking Request Form.
IT / Digital support
Our IT software engineer and web developer has extensive experience across digital media, technology and communications and offers comprehensive digital services as follows:
- Website and app development
- AI integration and automations
- Technical support and consultancy
- Fixing digital emergencies
- Digital strategy and implementation
Audio Transcription
Need your audio files transcribed professionally? We offer expert-level accuracy on transcripts of meetings, hearings and interviews. Whatever your sector - legal, medical, finance or property - we can help you to save time and money by getting the right information into the right hands at the right time.
Including:
- Audio typing
- Transcribing
- Minute-taking
Document Management
Let's face it, you didn't become a legal professional to spend your days formatting documents and collecting e-signatures, did you?
Document management is one of our most popular services, with our clients admitting that not only does it let them focus on fee-earning work, but our team are often much better at it anyway!
We can support with:
- Document editing and formatting
- Assisting with tables of contents
- Inserting / tidying up cross references
- Document redactions
- Converting PDF’s into Word
- Creating precedent templates using house style
- Document e-signing tasks (sending / chasing / managing /
updating) - Downloading documents from data rooms and saving into matter
files - Creating bundles
- Collating documents for sending
- Ensuring all documentation is correctly named/saved/filed
- Scanning (you will need to send the documents to us)
Clio support
Keep your client onboarding and management process running like clockwork with our Clio support services.
Never miss an opportunity for new business - we'll create and set up the following in Clio Grow:
- Form templates and connecting custom fields
- Document templates and setting up e-signing
- Email templates (and linking to forms/documents/appointments)
- Workflows for client/consultant onboarding process
- Pipeline headings
- Contact types/tags
- Syncing custom fields
- General ongoing support; lead generation and client/consultant
onboarding
Make sure you and your team know EXACTLY where any case is at; we'll get Clio Manage set up with:
- User permissions/default billing rates
- Billing; invoice & email templates / time entry & expense categories
- Practice Areas
- Custom fields/field sets
- Tasks; lists/types
- Documents; categories and templates
- General ongoing support; matter opening & file
management, invoicing, creating documents, adding
notes, setting up Clio Connect, producing reports
We've been working behind the scenes on creating the perfect Clio set-up package for law firms. While we finish up our current Clio projects, our doors are closed and we expect to take on new clients in November. Want to be the first to know when we're ready to go? Join the waitlist and we'll keep you updated!
Client Onboarding
First impressions matter. A smooth, professional onboarding experience sets the tone for your client relationships and ensures your firm operates efficiently from day one.
At Kellie Simpson Legal Ltd, we provide structured, end-to-end client onboarding support tailored specifically for boutique law firms as follows:
- From gathering information
- Checking compliance via your AML software
- Managing risk assessments
- Coordinating engagement letters
- Chasing clients
- Opening files via your CRM system
- Ensuring all information is logged and documents are saved and filed.
- Documenting the process into an SOP guide.
Our approach is flexible, reliable, and fully integrated with your firm’s workflow. Whether you need full management of the onboarding process or targeted support in specific areas, we’ll create a system that works for you, your team, and your clients.
CRM Management
We can handle all aspects of your CRM. We’ll maintain client information, set appointments, create and manage tasks, and perform email management. You’ll be freed up to focus on providing superior service for your clients.
Including (but not limited to):
- CRM management
- Managing appointments
- Raising and chasing invoices
- Tracking and recording expenses
- Research
- Data inputting
Marketing Support
Our team can support with all aspects of your marketing needs. We have talented copywriters and design whizzes ready to help you.
Including (but not limited to):
- Website updates
- Copywriting
- Canva design and templates
- Blog posts
- Email marketing
- Newsletters
- Social media management
- Event management (virtual and in-person); including booking venues and catering, setting up calendar events, Eventbrite listings and Zoom appointments, event promotion, managing attendees and overseeing event delivery)
Business Development Support
We can help behind the scenes when it comes to pitching for new business. We can provide practical hands-on support from research to writing proposals and everything in between - we can take the heavy lifting so that you can focus on what you do best - impressing those clients.
Including (but not limited to):
- Research
- PowerPoint presentations
- Proposal design
- Design
- Meeting agendas
- Arranging meetings
- Booking travel
OUR ZONES OF GENIUS
LEGAL
MEDICAL
PROPERTY
Pricing
Hourly rate: starting from £45
Custom packages available
Minimum monthly retainer:
10 hours of work
Customisation of services
Weekly Task Updates
From Our Clients
CASE STUDIES
Kind Words
Kellie has done a phenomenal job of supporting us in the recruitment of respondents to our specialist research projects. She is able to work to a tight deadline, interpret complex instructions, execute the work to the brief and is a delight to work with.
Ben Verinder
I would highly recommend Kellie should you need PA support. Having worked as a lawyer for 17 years in an international law firm I would say that Kellie is one of the best PAs I have worked with. Kellie helped me with all the admin surrounding an eventbrite webinar I was running. She was incredibly proactive and went 'above and beyond' by making helpful recommendations and suggested improvements on how things could be set up and run. She was very easy to work with, incredibly bright, proactive, and responded quickly.
Elizabeth Hyde
We approached Kellie when we came to the realisation that we could no longer do everything ourselves and were not disappointed.
The onboarding was really straightforward and once we were appointed an associate to work with us, the load was immediately lightened!
Absolute 5 star service, thanks Kellie and team!
Shona Wells
We have been working with Kellie now for over a year and she has been fabulous. She is organised, professional and full of good ideas. Whenever I give her a task to do, I’m always confident she will not only deliver but exceed expectations. She certainly makes my life easier!
Alistair Stewart
Loney Stewart Holland
