Top 30 Strategic Tasks To Upgrade Your Legal Services Business - Outsource Access

Top 30 Strategic Tasks To Upgrade Your Legal Services Business

Technical, dynamic, and complex – these are a few words to describe the Legal Services Industry. In the world of legal practice, businesses deal with issues that have a lasting impact on the world – those specializing in personal injury all the more make lasting contributions to people’s lives. 

It is without a doubt that businesses in the Legal Services (Personal Injury) Industry have their work cut out for them. From preparing demand packages, sending out LORs, and coordinating schedules of many attorneys,  a handful of minute tasks are required to effectively provide services in the industry. This can be overwhelming – however, this is where Outsourcing comes in to save the day.

Picture a scenario where your business no longer needs to worry about the tedious tasks. You get to spend more time on the more essential things of your business – you get to close deals, forge new partnerships, and focus on strengthening your team. This results in a balanced management of your business.

Outsource Access offers a chance to make this scenario into a reality. With our turnkey solution, we offer pre-trained and highly skilled virtual staff that are well-versed in the intricacies of your Legal Services processes. This allows you to dive straight into the business without the burden of administrative tasks, ensuring a smooth and efficient operation from day one.

Outsourcing ensures you’re not just working hard, but working smart. Our virtual assistants specialize in handling the unique tasks that allow you to stay ahead in the Legal Services Industry – with more efficiency and less cost. Ready to let your business reach new heights? Let’s answer some common questions about outsourcing:

  • How does outsourcing actually work?
  • Who is going to manage them?   
  • What will I have them do? 
  • How will it integrate with my existing business? 
  • How will it integrate with my existing staff?

With over 70+ industries under our belt, we’ve mastered the language of handling different tasks tailored to different kinds of business. Outsource Access has identified key tasks that can be outsourced to virtual assistants with great success. Let’s dive into the 30 tasks that are guaranteed to skyrocket your franchising business

 

Top 30 Strategic Tasks To Upgrade Your Legal Services Business

Operations

  • Updating Treatment Status in NEEDLES in Litify
  • Initiating New Claims
  • Requesting Medical Records and Bills
  • Communicating with Providers
  • Draft and Send Standard Client Communications for Case Updates

Administrative

  • Preparing Demand Packages
  • Sending Letter of Representation (LOR)
  • Sending PIP Information Notice
  • Coordinating Attorney Schedules
  • Monitoring and Responding to General Email Inquiries

HR and Recruiting

  • Posting Job Openings for Legal Support Staff
  • Preparing Onboarding Materials for New Hires
  • Maintaining and Updating Legal Support Hires
  • Assisting in Tracking Attorney’s Billable Hours
  • Providing Support in Managing Employee Benefits

Bookkeeping, Billing, and Finance

  • Recording and Categorizing Case-Related Expenses
  • Generating and Sending Invoices to Clients
  • Preparing Financial Reports
  • Reconciling Bank Statements with Financial Records
  • Monitoring and Managing Client Trust Accounts

Marketing

  • Scheduling and Posting Updates on Social Media Platforms
  • Coordinating and Promoting Events
  • Collecting Client Testimonials for Marketing Purposes
  • Implementing Basic SEO Strategies
  • Assisting in Creating Educational Content for the Firm’s Website

Sales

  • Scheduling Initial Consultations
  • Conducting Follow-Up Calls with Potential Clients
  • Researching and Identifying Potential Leads for Personal Injury Cases
  • Updating and Maintaining the Firm’s CRM System
  • Assist in Developing Client Retention Strategies and Initiatives

Revolutionize your business and reach new heights with the dynamic power of outsourcing. Unlock unparalleled growth by entrusting tasks to virtual assistants, and spend your time infusing your Legal Services strategy with our proven expertise and efficiency. Through outsourcing you get to stay ahead of the curve. Partner with Outsource Access, and transform challenges into opportunities.

 

Want to See If We Can Help You?

Are you ready to see your business soar  to new heights? If you feel like outsourcing with us is the next move, let’s talk about all the new possibilities we can uncover for your business.

Click here to book a complimentary discovery call with our team. Let’s delve into your unique business’ needs and challenges. Together, we can determine if Outsource Access is the right fit for your business, or we’ll point you in the right direction to help you achieve your goals. Your success story could be just a click away!

 

Want to Learn More about Outsourcing for the Legal Services Industry?

If you’re specifically interested in how outsourcing can help your Legal Services business, we have a wealth of resources tailored just for you:

At Outsource Access, we understand that in Legal Services, success lies in streamlined processes and a dedicated team. With Outsource Access as your growth partner, your Legal Services business can focus exclusively on delivering exceptional services. Whether you’re big, small, or just starting, we aim to see your business soar higher than ever. 

Click "Book a Call" to have a discovery call with our team to get a complimentary analysis to see if Outsource Access could help Redefine How You Scale or if you want to learn more about our processes click "Get Started"

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