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Elder Law Firm Virtual Assistant (VA): Managing Client Intake and Case Preparation
What You’ll Learn:
Understand the evolving landscape of elder law and the increasing demand for specialized legal services.
Discover how a Virtual Assistant (VA) can revolutionize your firm’s client intake process, creating a positive first impression and improving efficiency.
Explore technology-enhanced workflows, including the use of CRM software, smart intake forms, and automated scheduling to manage client inquiries effectively.
Learn how a VA can provide crucial paralegal support in case preparation, from drafting documents under attorney supervision to conducting preliminary legal research.
Grasp the essential ethical guidelines for a successful and compliant partnership with a VA, focusing on client confidentiality, data security, and the attorney’s duty to supervise.
Ideal for:
Elder Law Attorneys
Law Firm Administrators and Managers
Paralegals
Legal Assistants
Virtual Assistants looking to specialize in the legal field
Stay in the Loop:
Upcoming Webinars: https://roc.ph/events
Recorded Webinars: https://roc.ph/digital-services/webinars/
Webinar Policy: https://roc.ph/policy/webinar/
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