More time for your clients.
More support for your practice.
Administrative support for the daily follow-through. Paralegal support for the documents and matters that need legal training. Choose the role and schedule that fit your estate planning and probate practice.
What do you need taken off your desk?
Start with the work you need handled. Both roles can support client follow-up. Choose administrative support for intake and daily operations, or paralegal support for substantive document and matter work.
Administrative Legal Assistant
Keep calls answered, consultations scheduled, records organized and clients followed up with—so your team can focus on legal work.
Available full-time or part-time.
Best fit: Your attorneys and paralegals need help with the administrative work surrounding each matter.
Paralegal
Move estate planning and probate matters forward with document preparation, filing support and client coordination under your firm’s direction.
Available full-time or part-time.
Best fit: You need a legally trained professional to support substantive work as well as client and matter follow-through.
Full-time support is our preferred arrangement for ongoing continuity. Part-time support is also available when your firm needs a smaller scheduled commitment. We will discuss coverage and engagement terms with you.
Keep the front office and client follow-through moving.
A clear first point of contact for clients and a reliable administrative resource for your team. Assign the routine work that needs consistent attention throughout the day.
Client intake & first contact
- Answer inbound calls and respond to initial inquiries using your firm’s guidance.
- Gather contact details, family information and the reason for the inquiry.
- Record intake answers and route legal questions to your attorney.
Lead follow-up & consultations
- Follow up with prospects who have not scheduled or completed intake.
- Book consultations, send confirmations and follow up on missed appointments.
- Keep lead stages, contact attempts and next actions current.
Calendars & inboxes
- Manage appointments, reminders and scheduling changes.
- Organize designated inboxes and route messages to the right team member.
- Enter dates supplied by your team and flag scheduling conflicts.
Client communication
- Request missing forms, identification and supporting records.
- Send appointment reminders and firm-approved progress updates.
- Log calls and messages, and escalate urgent requests.
Files & case records
- Open and organize electronic client files using your naming conventions.
- Upload documents and maintain contact and matter information.
- Track outstanding items and keep administrative checklists current.
Estate planning & probate administration
- Send estate planning questionnaires and follow up on incomplete responses.
- Collect records requested by your probate team and track what is still missing.
- Coordinate signing appointments and document pickup or delivery as directed.
Give your matters the hands-on legal support they need.
A licensed attorney serving in a paralegal capacity for your U.S. practice. Your firm sets the scope, supplies legal direction and reviews the work. Your paralegal handles the preparation, coordination and follow-through within that scope.
Client follow-up & matter coordination
- Follow up with existing clients on outstanding information and documents for their estate planning or probate matters.
- Organize family, beneficiary, fiduciary and asset information for attorney review.
- Coordinate next steps with clients, attorneys and other paralegals.
Estate planning drafting
- Prepare draft wills, trusts, powers of attorney and related documents within the agreed scope.
- Work from your attorney’s instructions, approved templates and drafting platform.
- Incorporate attorney revisions and check consistency across the document set.
Probate document support
- Prepare draft petitions, notices and other probate forms from your instructions.
- Organize asset and beneficiary records for inventories and accounting drafts.
- Maintain matter checklists and flag missing information for your team.
E-filing & filing follow-through
- Prepare filing packets, exhibits and attachments for attorney approval.
- Submit approved documents where court rules and authorized access permit.
- Track confirmations, rejections and filed copies; flag issues for resolution.
Client & team follow-up
- Request information needed to progress drafts and filings.
- Communicate attorney-approved updates and coordinate responses across the team.
- Maintain a clear record of pending decisions, assigned tasks and next steps.
Document & deadline management
- Organize working drafts, revisions and final approved documents.
- Track attorney-confirmed deadlines and follow up on assigned tasks.
- Flag discrepancies, incomplete instructions and items requiring legal judgment.
One comparison. Clear responsibilities.
| Your firm needs help with | Administrative Legal Assistant | Paralegal |
|---|---|---|
| Client intake | Administrative intake and consultation scheduling | Outside this role |
| Client follow-up | Routine follow-up and reminders | Matter-specific follow-up and coordination |
| Calendars, inboxes & case records | Daily administrative organization | Organization tied to assigned matter work |
| Wills, trusts & related drafts | Outside this role | Drafting from attorney instructions |
| Probate matters | Record collection and scheduling | Document preparation and matter support |
| E-filing | Outside this role | Approved submissions where authorized |
| Legal advice & final approval | Your firm’s attorney | Your firm’s attorney |
Choose the administrative role for front-office capacity. Choose the paralegal role when your workload also includes drafting, probate preparation or filing support. We agree on the specific assignments before the engagement begins.
You direct the work.
We manage the personnel.
Your support professional works within your firm’s agreed scope and processes. LexNavi handles attendance and personnel matters outside the client-work scope.
Your firm supervises the client work
- Set matter priorities, assignments and the scope of work.
- Provide templates, procedures and access to approved systems.
- Give legal instructions, confirm deadlines and review deliverables.
- Approve filings and client communications requiring legal judgment.
LexNavi supervises personnel matters
- Manage attendance and adherence to the agreed work schedule.
- Handle leave requests and communicate attendance-related changes.
- Address conduct and personnel issues outside the client-work scope.
- Coordinate with your firm when personnel matters affect the engagement.
Build the role around your actual workload.
Discuss your practice
Walk us through your intake process, estate planning and probate workload, and the tasks taking time away from your team.
Choose role and coverage
Confirm administrative or paralegal support, full-time or part-time scheduling, responsibilities and engagement terms.
Set up the handoff
Identify your supervising contact, provide approved system access and templates, and establish task assignment, review and escalation procedures.
Practical questions, answered.
Can the paralegal follow up with clients?
Yes. The paralegal can follow up with existing clients on outstanding documents, request matter-related information and share attorney-approved updates. Initial intake is handled by the Administrative Legal Assistant.
Why call a licensed attorney a paralegal?
The title describes the service delivered to your firm. The professional’s Philippine attorney qualification brings legal training to the work, while the engagement remains a supervised paralegal support role.
Can we start with part-time support?
Yes. Full-time is preferred for ongoing coverage and continuity, but part-time is available. We will agree on a schedule and scope that fit the support your practice needs.
Can they use our systems and templates?
The engagement is organized around your approved workflow. We confirm the software, court portals, templates and access requirements during scoping, including any training or permission needs.
Who handles attendance or leave concerns?
LexNavi manages attendance, leave coordination and personnel issues. Your firm remains the point of direction for assignments, matter priorities and work review.
Are all listed tasks included automatically?
The responsibilities show what each role can support. Your engagement defines the assignments, practice-specific requirements and available hours. Filing access and substantive work are confirmed with your supervising attorney.
Tell us what is waiting on your desk.
We’ll help you identify the right role and schedule for your estate planning and probate practice, from the first intake call to the next draft or filing.