Services
Take back 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?
We'd love to help
If you’re looking for a virtual assistant that is flexible and invested in helping you to achieve your business goals then we can help. The services we offer are tailored and designed specifically around your needs. We can discuss your requirements and identify areas specific to you, to either help you manage and grow your business in the right direction or to support your personal life.
We understand that every client’s needs are completely different which is why we’re flexible and will fit in with you and your business goals.
LET’S BUILD A GREAT WORKING RELATIONSHIP
Personal Assistant Tasks
Declutter, free up time and stay organised. We can look after your diary management, travel management, meeting agendas, minute-taking...and more!
Our services include (but not limited. to):
- Diary and calendar management
- Tracking and recording expenses
- Data inputting
- Travel organisation (research, planning booking and itineraries)
- Event management
- Meeting agendas
- Minute-taking
- Online seminar and conference registration
- Expenses (scanning & uploading receipts/ liaising with accountants)
- Gift sourcing
- Personal admin
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
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
Client Onboarding
To help your firm create a premium onboarding experience, we offer three packages focused on tracking your leads, taking them through the sales funnel and into the onboarding process where they will convert into paying clients:
Optimal Onboarding Audit – A critical deep dive into your existing onboarding process and the creation of a bespoke action plan to make improvements.
Clio Grow Basic Build – Set-up of your pipeline in Clio Grow so that you can track new leads and creation of a new workflow incorporating your company forms, documents and email templates.
Clio Grow Big Build – Everything from the basic build, plus additional forms, documents and workflows, a comprehensive process document and website contact form integration.
(We recommend using Clio, especially in the legal sector, but happy to discuss bespoke packages.)
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: from £40
Custom packages available
Minimum monthly retainer:
10 hours of work
Customisation of services
Weekly Task Updates
From Our Clients
CASE STUDIES
Kind Words
In all my time as a lawyer, Kellie is without doubt the best PA I’ve worked with. She is incredibly organised, pro-active, efficient, and lovely to work with. Kellie will genuinely make your world an easier and happier place to work in, and I can’t recommend her highly enough.
Tom Harding
Osborne Clarke LLP
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
I’ve worked with Kellie for nearly a year now and she has been brilliant. She has enabled me to grow the business as she takes care of so much of the admin around meeting bookings and travel. She is a huge asset to my team and I have already recommended her to others in my industry who she is actively helping now too!
Jenni Field
Redefining Communications Limited
