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 (California & Florida Rules-Compliant)

• 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)