For law firm owners and practice managers
Give new inquiries a clear next step and your attorneys the context to act. A dedicated assistant can coordinate intake, appointments and matter administration around your firm's procedures. Knows The Drill recruits and prepares your assistant for your practice and agreed responsibilities before handoff.
Find your assistantA prospective client calls while an attorney is in a meeting. The consultation needs rescheduling, a form is incomplete, and a document has arrived without a matter reference. Each item needs an owner before the next conversation can move forward.
Give your assistant the approved questions, collection instructions and routing rules. They can assemble the information, track what is missing and bring an organized request to the right person. Your firm decides whether to accept the matter and what professional response it requires.
The work to hand off
Use your firm's approved intake questions to capture contact details, the stated reason for the inquiry and information your team needs for its review. Your assistant can follow up on incomplete forms and route urgent messages according to your instructions, with the original wording attached.
What you get back: An intake summary with missing information and a named reviewer
Provide appointment types, availability and the dates your team has approved. Your assistant can arrange consultations, confirm attendance and circulate preparation instructions. Conflicting requests return to the responsible attorney or practice manager with the available options and the details needing a decision.
What you get back: A current calendar with confirmations and scheduling exceptions
Work from your naming conventions and filing checklist to place received documents in the correct matter, record their source and identify missing items. An assistant can prepare the files your attorney requests and flag unclear versions without interpreting their legal significance.
What you get back: An organized matter folder with a visible list of open items
Using time entries and instructions supplied by your team, your assistant can organize billing inputs, prepare an invoice draft and track approved follow-up. Missing descriptions, disputed amounts and questions about fees go to the person authorized to resolve them before anything is changed.
What you get back: Billing drafts and follow-up records ready for firm review
Illustrative workflow
Use this intake example to define what your assistant collects, when the attorney takes over and how the next step is recorded.
Assistant preparesRecord the caller's details, stated request and any urgency they mention using the approved process.
Your firm decidesWhich attorney reviews it and whether it needs immediate attention.
Assistant preparesCollect the requested fields and names; flag missing answers for the designated reviewer.
Your firm decidesConflict review, suitability and what further information may be requested.
Assistant preparesArrange the appointment and send the firm's approved preparation instructions.
Your firm decidesWho attends, the consultation terms and any professional guidance.
Assistant preparesPresent the intake summary, correspondence and unresolved questions together.
Your firm decidesWhether to accept the matter and the appropriate advice or response.
Assistant preparesSend authorized administrative follow-up and record its status and owner.
Your firm decidesEngagement terms, scope of representation and all legal commitments.
Illustrative example — not a client record
Use this intake summary to present the caller's stated need, the supplied material and the review still required before the firm takes the next step.
Ready to hand over when: The attorney can locate the original request, received draft, missing version and reported timing, with matter acceptance and the next response still awaiting firm review.
Download the blank template (CSV)No email required. The file includes field names and guidance, with blank spaces for your own inputs. Use it to describe the work during matching; keep private client information out of an initial inquiry.
Shape the role around the workload
Managed support provides a dedicated, full-time assistant. Direct-hire responsibilities, hours and employment terms are agreed during matching.
Define the assistant's responsibilities, permitted access and supervising contact before work begins. The role should make it easier for attorneys to review and decide, with a clear route for questions outside the instructions.
Recruit. Prepare. Hand over.
First, we discuss your niche and the work you want your assistant to own. Then we recruit and prepare them in depth for the industry and responsibilities agreed with you before handoff. The matching conversation defines the skills, tools and preparation time your role needs.
We assess English fluency, practical problem-solving and independent judgment, so your assistant can work through the next step and recognize when to bring you in.
A dedicated, full-time assistant through our service, with ongoing support from our team. One monthly fee.
Explore managed supportWe recruit and train an assistant for you to hire directly into your team. You manage the day-to-day. One placement fee.
Explore direct hiringThe examples on these pages are a starting point. Bring the broader range of work you want covered to the matching call. We agree responsibilities, preparation time, working hours, fees and terms before you start.
Bring us the intake, scheduling and matter administration that keeps returning to their desks. We will help define the role and prepare an assistant for the way your firm works.
Explore other ways to organize the work around your team.
