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Legal Services

Law firm intake & case support pod

Client intake, calendaring and document preparation for law firms, handled under NDA from day one so attorneys can stay on billable work.

All blueprints
Team size
3 people
Launch
< 72 hours
Roles
3

Who's on the pod

  • 1Legal intake specialist
  • 1Paralegal assistant
  • 1Virtual receptionist

Firm hours plus after-hours intake line

What they handle every day

  • New-matter intake calls, conflict-check forms and retainers
  • Court and deadline calendaring
  • Document formatting, e-filing prep and records requests
  • Client status updates and billing reminders

Works inside your tools

  • Clio
  • MyCase
  • PracticePanther
  • DocuSign

Common examples — we train on whatever you already use.

Secure by default

  • HIPAA aligned
  • NDA / BAA on day one
  • Encrypted workstations
  • Limited, role-based access

Contact Ops

Let's scope your squad

Tell us what you need — staffing, back-office, a web build, or a brand system. An operations architect will come back to you the same day.

ops@teamliva.com
  • Reply within 2 business hours
  • HIPAA-aligned · NDA / BAA on day one
  • Squads live in under 72 hours