Maximize Billable Hours. Scale Client Casework. Delegate Client Intake, Court Docketing & Discovery Indexing Without Management Overhead.
You bill premium hourly rates and contingency fees to analyze statutes, negotiate settlements, argue in courtroom hearings, and craft trial strategy—not trapped in administrative gridlock. Stop losing billable afternoons chasing unsigned fee agreements, screening non-viable phone leads, indexing 400-page medical records binders, calculating statute of limitations deadlines, or reconciling IOLTA client trust balances. Access vetted legal operations specialists supervised by a free dedicated project manager.
Dedicated Legal Ops PM
Auditing filings & case files free
Never pay for court recesses, trial verdict waiting periods, or PM supervision. Pay strictly for productive legal administrative hours.
What Your Managed Law Firm Assistant Executes Daily
Free up 15–30 senior attorney hours every week. From 5-minute client intake and conflict checks to discovery indexing, pleading shell drafting, and IOLTA trust reconciliations, every task is verified by your Project Manager.
24/7 Client Intake, Lead Qualification & Retainer Chasing
Ending lost retainers when prospective clients call rival firms. Fielding calls within 5 minutes, conducting preliminary questionnaire screening, running conflict-of-interest checks, and sending digital fee agreements via DocuSign or Clio Grow.
- ✓ Rapid response to inbound calls, web forms & live chat leads
- ✓ Running preliminary conflict checks across adverse party databases
- ✓ Chasing e-signatures on retainer agreements & intake forms
Court Docketing, SOL Deadlines & Appearance Calendaring
Eliminating missed deadlines that trigger severe malpractice claims. Tracking court dockets, calculating local court rule deadlines (motions, responsive pleadings, discovery cutoffs), and synchronizing lawyer appearance schedules.
- ✓ Calculating Statute of Limitations (SOL) & motion reply cutoffs
- ✓ Rule-based court calendaring in Clio Manage, MyCase & LawToolBox
- ✓ Scheduling depositions, mediator sessions & expert witness prep
Discovery Binders, Bates Stamping & Deposition Prep
Delivering courtroom-grade discovery exhibits on demand. Redacting sensitive PII/SSNs, applying sequential Bates numbering across thousands of pages, compiling exhibit notebooks, and organizing witness binders.
- ✓ Sequential Bates stamping & hyperlinked electronic exhibit indexes
- ✓ Redacting confidential bank accounts, minors & medical identifiers
- ✓ Deposition transcript digesting & key admission citation tables
Pleading Shells, Caption Formatting & E-Filing Support
Accelerating attorney brief drafting. Preparing standard pleading shells, court caption blocks, proof of service certificates, notice of appearances, and assembling appendix exhibits per state and federal court formatting rules.
- ✓ Assembling pleading captions, summons & standard discovery shells
- ✓ Preparing proof of service affidavits & filing packaging
- ✓ Proofreading citations, tables of authorities & Bluebook typography
Medical Records Requests, Billing Ledgers & Lien Audits
Crucial support for personal injury and disability attorneys. Drafting HIPAA medical authorizations, issuing records requests to hospitals and chiropractors, tracking subrogation liens, and building settlement specials ledgers.
- ✓ Chasing hospital medical records, imaging discs & billing ledgers
- ✓ Compiling medical specials spreadsheets with total treatment costs
- ✓ Tracking Medicare, Medicaid & private health insurance lien balances
Time Capture, LEDES Invoicing & IOLTA Trust Account Reconciliation
Protecting law firm cash flow while maintaining strict ethical bar compliance. Auditing unbilled lawyer time entries, formatting LEDES 98B corporate invoices, processing LawPay card payments, and balancing IOLTA client trust accounts.
- ✓ Scrubbing unbilled timesheets and generating monthly client bills
- ✓ Formatting LEDES UTBMS code invoices for corporate fee approvals
- ✓ Three-way IOLTA trust bank reconciliation to prevent bar audit penalties
Legal Practice Management Systems Our VAs Master
Factually accurate, industry-standard law practice management platforms, court docketing tools, legal research suites, and e-billing systems.
How SageDoer Manages Your Law Practice Operations
No hiring headaches. No ramp-up curve on legal terminology or law firm software. Your dedicated Project Manager oversees deliverables, verifies court calendaring accuracy, and ensures billing deadlines are achieved without fail.
Submit Requirements
Share your practice areas (PI, Family, Corporate, Litigation), practice management software (Clio, MyCase, Filevine), weekly case volume, and operational bottlenecks via Email, Form, or WhatsApp.
Finalise the Deal
Our dedicated Project Manager connects with you to establish mutual confidentiality NDAs, review your firm's intake scripts and pleading templates, configure restricted role-based logins, and schedule weekly capacity.
Expert Execution
Your Project Manager directs our vetted legal operations assistants, supervising client intakes, court docket entry, medical records requests, Bates stamping, and IOLTA reconciliation.
Pay Only for Output
We track and bill solely for the virtual assistant's pure productive working hours. Your dedicated Project Manager's supervision, document audits, and QA checks are completely free.
Managing a high-volume trial caseload or launching a multi-state legal practice?
Schedule a call with our solutions director to structure dedicated paralegal and legal intake pods.
Traditional Platforms vs. The SageDoer Advantage
Why law firm managing partners, litigation directors, and solo attorneys choose SageDoer over unvetted freelancers on Upwork or Fiverr.
| Operational Factor | Traditional Platforms (Upwork / Fiverr) | SageDoer Managed Model |
|---|---|---|
| Platform & Management Fees | Up to 40% in hidden markups, client transaction fees, and recurring memberships | ✓ 0% Hidden Fees. Pay strictly for hours worked. |
| Daily Team Management | You must chase, train, and supervise freelancers while preparing for hearings and depositions | ✓ Dedicated Project Manager acts as your single point of contact |
| Quality Assurance | Unverified credentials leading to wrong court captions, missed docket dates, and IOLTA commingling | ✓ Internally vetted, rigorously trained legal operations specialists |
| Hiring & Deployment Speed | Weeks of reviewing resumes and negotiating NDAs while prospective client calls slip to rival firms | ✓ Instant delegation. We deploy the right legal operations specialist within 24 hours. |
| Billing & Invoicing | Complex, multi-freelancer invoices with international currency markups | ✓ Simple, unified, centralised USD invoicing |
| Staff Turnover & Replacements | Freelancers disappear right in the middle of active trial preparation or discovery cutoffs | ✓ Seamless internal replacements with zero workflow disruption |
Flat Hourly Pricing. Zero Management Cost.
No lock-ins, no unexpected platform markups, and no recruiter fees. Your dedicated project manager is included 100% free with every plan.
Part-Time
Ideal for solo practitioners and boutique law firms needing routine intake screening, court calendar syncs, medical records tracking, and monthly invoicing.
- ✓ Pay only for hours of pure work
- ✓ Dedicated Project Manager included
- ✓ Free management supervision & QA
- ✓ Zero setup or onboarding fees
- ✓ No monthly membership charges
Full-Time
Complete 160 monthly hours of dedicated support for multi-attorney litigation firms, fast-moving personal injury practices, and active corporate transactional desks.
- ✓ Pay only for hours of pure work
- ✓ Dedicated Project Manager included
- ✓ Free management supervision & priority turnaround
- ✓ Zero setup or onboarding fees
- ✓ No monthly membership charges
Managing a multi-office law firm or need specialized mass-tort / personal injury intake pods? Talk to Samrat Pal (Our Solutions Director) →
Trusted by Managing Partners, Litigators & Solo Practitioners
Hover over any testimonial card to pause the continuous feed.
"As a personal injury attorney handling 60+ active motor vehicle files, gathering medical records and police collision reports was burning my evenings. My SageDoer assistant tracks down medical billing ledgers, builds our specials spreadsheets, and drafts our initial settlement demand shells. It saved me 18 billable hours every week."
"Client intake in family law has to happen in minutes, not hours. Prospective divorce and custody clients who reach voicemail simply hire the next attorney on Google. Having our assistant screen incoming inquiries and schedule retainer consultations in Clio Grow increased our signed retainers by 35% in 60 days."
"We had a 700-page document dump for a commercial breach of contract dispute. My SageDoer VA Bates-stamped every exhibit, generated an indexed table of contents in Adobe Acrobat, and logged deposition dates in MyCase without a single error. Having our dedicated PM QA the binder was priceless."
"No platform markup, zero currency conversion friction, and no freelancer ghosting during our busiest court term. Our VA handles our LawPay invoices, scrubs time entries, and executes our three-way IOLTA trust reconciliations. At $6/hour for full-time support, the ROI is unmatched."
"As a personal injury attorney handling 60+ active motor vehicle files, gathering medical records and police collision reports was burning my evenings. My SageDoer assistant tracks down medical billing ledgers, builds our specials spreadsheets, and drafts our initial settlement demand shells. It saved me 18 billable hours every week."
"Client intake in family law has to happen in minutes, not hours. Prospective divorce and custody clients who reach voicemail simply hire the next attorney on Google. Having our assistant screen incoming inquiries and schedule retainer consultations in Clio Grow increased our signed retainers by 35% in 60 days."
Frequently Asked Questions
Genuine questions law firm partners, managing attorneys, and solo practitioners ask before delegating operational workflows to SageDoer.
Ready to Reclaim Your Billable Hours?
Tell us about your practice areas, current caseload, software stack (Clio, MyCase, Filevine), or intake bottlenecks. Our dedicated Project Manager will analyze your setup and outline a tailored delegation plan.
Submit Your Law Firm Requirements
Tell us about your practice areas, caseload, software platforms, or administrative bottlenecks. Your dedicated Project Manager will review and reply within 2 hours.