• Request a Quote and Free Consultation

    This form gets into the details of what our Virtual Assistants and transcription services can do. It takes about 2 minutes. At the end, schedule a free consultation or request an immediate callback. We will use the information from your questionnaire to determine what we can do, what it would take to set things up and of course the bottom line. 
  • Contact Information

  • How Can We Help?

    What tasks will you need your Virtual Assistant to complete? Use this section to explore our most popular options and customize your service. If you do not want your quote to include any of these features, simply leave the selection blank or mark "No".
  • This includes converting audio, video, handwritten or PDF items into an editable Word document. We can use standard or custom templates. However, this does not include proofreading, editing or revising the dictation or content. 

  • This includes grammar, spelling and punctuation review and corrections, legal formatting, and the application of revisions either by additional dictation, email, or PDF scan of handwritten review.

  • Just like a secretary or office assistant, a we can return or place outgoing calls for items that don't require your direct participation. Simply email or dictate instructions for the call. Don't spend your valuable time on-hold or stuck on the phone with a chatty Cathy. Let us respond for you.

  • Delegate calendar management to us. From scheduling depositions, meetings with clients and discovery follow up to school events and personal appointments, we can make sure that nothing falls through the cracks.

  • Let us screen potential clients over the phone. Use or customize our client screening template, or provide your own. 

  • We can send document copies, discovery reminders, billing statements and more on behalf of your office to your clients and other professionals or individuals via email. 

  • We can file and serve electronically, or via fax, email, or U.S. Mail per Court Rules, and provide service copies where needed. We will make sure that your court documents are filed correctly and on-time.

  • This can include simple data entry to pre-billing to billing and follow-up. We can help you to get bills out quickly so you get paid on time!

  • We can add bookkeeping entries to keep you caught up and help to prepare payroll.

  • We can make sure that new clients, case notes, billable time and more are entered into your data, billing or case management software or spreadsheets. 

  • Transcription Details

  • What Tools are In Use?

    We can adapt our services to suit many unique office setups. Please tell us a little bit about what tools and software you are currently using to provide a more accurate consultation.
  • *If your office uses its own software or cloud services, and you would like for us to get into that system to perform tasks, you are expected to provide access which may involve additional charges from your software or cloud service provider.

  • Templates, Samples and Other Instructions

    If you have templates and letterhead samples available that you would like to include in your consultation, please upload those now.
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