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Services

Data Entry & Database Management

Inputting and updating customer information
Organizing spreadsheets and CRM systems
Conducting basic data analysis

Calendar & Email Management

Scheduling meetings and appointments
Managing and prioritizing email inboxes
Sending follow-up emails and reminders

Creating reports, presentations
Formatting documents for consistency and professionalism
Proofreading and editings

Bookkeeping & Invoicing

Document Creation & Formatting

Sending invoices and tracking payments
Managing expense reports
Basic bookkeeping using tools like QuickBooks

Social Media Assistance

Scheduling and posting content
Monitoring comments and messages
Basic content creation or image editing

Project Management Support

Tracking project progress
Setting up tasks and deadlines
Coordinating with team members

File & Cloud Organization

Setting up and maintaining file systems (Google Drive, Dropbox, etc.)
Organizing and backing up important documents

CRM & Lead Management

Updating contact records
Setting follow-up tasks
Sending introductory emails or welcome messages

Mobile Notary Services

Servicing Jefferson, Blount, St. Clair, Shelby, Bibb, Tuscaloosa, and Walker counties in Alabama

Legal Administrative Services

Legal Document Preparation & Formatting

Drafting simple legal documents (e.g., letters, templates, basic contracts)
Formatting legal pleadings, memos, or briefs to court standards
Proofreading for grammar, punctuation, and citation accuracy

Case File Management

Organizing and maintaining digital or physical case files
Managing discovery documents
Creating and updating case timelines

Calendar & Deadline Tracking

Managing court and client appointment calendars
Tracking important case deadlines (e.g., statute of limitations, hearing dates)
Sending reminders to attorneys or clients

Client Intake & Onboarding

Preparing intake forms and gathering client documentation
Conducting initial client screenings
Setting up new client files in legal practice management systems

Legal Billing & Time Tracking

Tracking billable hours and expenses
Preparing invoices and managing payment follow-ups
Using platforms like Clio, MyCase, or FileVine

Transcription & Dictation

Transcribing attorney dictation or recorded interviews
Preparing summaries or formatted documents from transcriptions

CRM & Client Communication

Maintaining client contact records
Sending case updates or follow-ups
Managing secure communications (e.g., via client portals)

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For custom quotes or to schedule a consultation