Get $1,000 Benefits — Free Bookkeeper ($500) + Business Tools ($500)

Get $1,000 Benefits — Free Bookkeeper ($500) + Business Tools ($500)

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Stop letting intake eat your billable hours

Hire a Virtual Assistant for Law Firm Client Intake

Give your attorneys their hours back

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What Your VA Handles

New Client Registration

New case in. Client details captured. Matter created in your CRM. Your VA handles the full registration so nothing sits in a queue.

Contract Coordination

Agreement goes out same day. Your VA tracks signatures and only loops you in when it's done.

LOA & SOC Preparation

Your VA prepares court filings from your templates and gets them ready within the deadline. No chasing.

Conflict Letter Drafting

Two court dates, one day. Your VA drafts the conflict letter and sends it to the court before it becomes your problem.

Case Tracker Updates

Every deadline, every due date, every pending task updated daily. Your attorney sees what's due without opening a single tool.

CRM Ownership

From Clio Grow to Clio Manage, your VA runs the full pipeline. Every matter created, transferred, and logged correctly.

Who This Works For

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Solo Attorneys

Handling a high volume of county-assigned cases who are losing hours every week to intake admin instead of case prep.

Small & Mid-size Law Firms

Criminal, family, and civil law firms where intake falls to whoever has a spare moment, which means it falls to no one.

Corporate Law Firms

Any law firm where the attorney is still the one sending the first client email.

Law Firms That Stopped Doing Intake Themselves

What Happens When Attorneys Stop Managing the Ops & Admin

Why Wishup Beats Every Other Option for Legal Intake

VA Onboarding Speed & Availability
Talent Quality & Training
Trained in AI/No-Code Tools
Business Tools (Apploye, Pipedrive, Hiring Credits, etc.)
Replacement & Money-Back
Dedicated Account Manager & VA Knowledge Transfer
Wishup
60 minutes (always available)
0.1% (Pre-vetted & Pre-trained)
✅ 120+
✅ Free Business Tools (Worth $500)
✅ Yes
✅ Yes
Freelance Platforms
Up to 3 weeks (waitlist)
Unclear (No training)
❗Limited
❌ No
❌ No
❌ No
Other VA Companies
1 to 2 weeks (waitlist)
1% (Pre-vetted Only)
❗Limited
❌ No
❌ No
❌ No

Why Wishup Beats Every Other Option for Legal Intake

VA Onboarding Speed & Availability

Wishup60 minutes (always available)
Freelance PlatformsUp to 3 weeks (waitlist)
Other VA Companies1 to 2 weeks (waitlist)

Talent Quality & Training

Wishup0.1% (Pre-vetted & Pre-trained)
Freelance PlatformsUnclear (No training)
Other VA Companies1% (Pre-vetted Only)

Trained in AI/No-Code Tools

Wishup✅ 120+
Freelance Platforms❗Limited
Other VA Companies❗Limited

Business Tools (Apploye, Pipedrive, Hiring Credits, etc.)

Wishup✅ Free Business Tools (Worth $500)
Freelance Platforms❌ No
Other VA Companies❌ No

Replacement & Money-Back

Wishup✅ Yes
Freelance Platforms❌ No
Other VA Companies❌ No

Dedicated Account Manager & VA Knowledge Transfer

Wishup✅ Yes
Freelance Platforms❌ No
Other VA Companies❌ No

FAQs About Law Firm Client Intake Virtual Assistants

They pull client information from court notifications or intake forms, create the matter in your CRM, send the client agreement, track the signature, and prepare any court-facing documents like a Letter of Appearance or Substitution of Counsel using your firm's templates. Everything moves without you touching it.

Your VA works within whatever system your firm uses, whether that's a CRM, a shared Google Sheet, or manual document drafts. If you want a more structured tracker built, they can do that too.

Yes. Intake formats differ by case type, criminal, family, civil, and your VA learns to work within the specific templates and information requirements for each.

Every Wishup VA signs an NDA before starting. Access to your systems is role-based, meaning your VA only sees what they need to do the job.

Onboarding takes 60 minutes. Your VA can be handling intake the same day.

Template-based filings only: Letters of Appearance, Substitutions of Counsel, conflict letters, initial client letters, and intake forms. Anything requiring legal judgment stays with your attorney.

Your VA learns the specific rules for each county your firm operates in. Court formatting requirements, filing windows, notification formats all get documented in an SOP they follow consistently.