Virtual Paralegal Services

Expert virtual paralegal services for various legal practice areas.

COMPREHENSIVE VIRTUAL PARALEGAL SERVICES

 PRE-LITIGATION SUPPORT 

📝 Case Intake & Evaluation

• Client interview and fact gathering

• Conflict check and file setup

• Obtaining accident reports, witness information, and insurance details

• Evaluating case viability and identifying liable parties

• Verification of insurance coverage (third-party and UM/UIM)

📑 Medical Records & Treatment Coordination

• Requesting and organizing medical records and bills

• Creating and updating medical chronology/treatment logs

• Coordinating with medical providers for updates and records

• Monitoring client’s treatment progress and status

• Obtaining physician’s narrative reports and prognosis statements

• Verifying lien holders (e.g., hospitals, Medicare, Medicaid)

💬 Client & Insurance Communications

• Communicating with clients regarding case updates and status

• Sending Letters of Representation to insurance companies

• Handling property damage claims and rental car coordination

• Initiating and managing third-party and first-party claims

• Tracking correspondence with adjusters and opposing counsel

💼 Demand Package Preparation

• Drafting detailed settlement demand letters

• Compiling exhibits: photos, invoices, medical records, and reports

• Calculating damages: special and general

• Reviewing and analyzing settlement offers

• Negotiation support with adjusters (non-attorney communications)

📂 Court Filings & Case Management

• E-filing through state portals (e.g., Florida ePortal, California eFiling)

• Drafting and filing motions, oppositions, and notices

• Maintaining case docket and litigation tracking system

• Supporting attorney at hearings, depositions, and trial preparation

• Settlement agreement and release preparation

🧠 Legal Research & Writing

• Legal research via:

  • LexisNexis

  • Westlaw

  • Casetext

• Cite-checking and Bluebook formatting

• Drafting legal memoranda and research briefs

• Researching case law, statutes, administrative codes, and local rules

• Preparing legislative histories and jurisdictional comparisons.

LITIGATION SUPPORT
⚖️ Litigation Support

• Preparing and filing complaints and summons

• Drafting discovery requests and responses (Interrogatories, RFPs, RFAs)

• Calendaring all deadlines per Code of Civil Procedure and Florida Rules

• Coordinating service of process and filing proofs of service

• Managing deposition scheduling and coordination

• Preparing exhibits, trial binders, and mediation/arbitration packets

⚖️ Discovery

• Drafting and responding to interrogatories, RPDs, RFAs

• Propounding deposition notices and subpoenas

• Privilege logs, Bates labeling, and redactions

• Coordinating with experts and court reporters

📊 Case Management Software & Tech Tools

• Clio (Manage + Grow) – full lifecycle legal practice management

• My Case – document automation, billing, calendaring

• Salesforce Legal Edition – CRM and case tracking

• Practice Panther – automated workflows and invoicing

• Smokeball – activity tracking and legal document generation

• Microsoft 365

• Case Peer

• Zola Suite, Filevine, Time Matters, Rocket Matter

📤E-Filing Support Services

• Odyssey e File CA (via One Legal, File & Serve Xpress, Turbo Court)

• True Filing (Appellate & select counties)

• Florida Courts E-Filing Portal (myflcourtaccess.com)

• County-specific CMS platforms

• e Flex (Franklin County and others)

Estate Planning, Wills & Probate Paralegal Support

We provide dedicated paralegal support to attorneys and law firms handling estate planning, wills, trusts, and probate matters. Our services include drafting and formatting estate planning documents, wills, trusts, powers of attorney, and advance healthcare directives; preparing probate and trust administration filings; supporting guardianship and conservatorship matters; managing client intake, document organization, court-ready filings, and deadline tracking. All services are performed under attorney direction, ensuring compliance, efficiency, and seamless integration with your firm’s workflow.

Business Law & Corporate / LLC Paralegal Support

We provide dedicated paralegal support to attorneys and law firms handling business and corporate matters, including LLC and corporate formation, governance, and compliance, in California and other U.S. states. Our services include preparing and organizing formation documents, operating agreements, bylaws, resolutions, amendments, and dissolution filings; assisting with entity maintenance, multi-state registrations, and compliance tracking; supporting contract drafting and review workflows; and managing corporate records, filings, and deadlines. All services are performed under attorney supervision, ensuring accuracy, compliance, and seamless integration with your firm’s business law practice.