50 Tasks Lawyers Should Delegate to a Virtual Assistant

Attorneys are among the highest-earning professionals in the country - and also among the most buried in administrative work. Studies consistently show that lawyers spend 30–40% of their time on tasks that do not generate billable hours: scheduling, document prep, email management, client intake, and billing follow-up. Every hour spent on those tasks is an hour not billed at $250, $400, or $600. A legal virtual assistant can take those tasks off your desk so you can focus on the work only you can do.

Administrative Tasks to Delegate

The day-to-day operational tasks that consume your morning before you ever open a case file:

Managing your calendar - scheduling consultations, court dates, depositions, and client calls
Handling email triage and flagging time-sensitive messages for your review
Maintaining and updating your case management system (Clio, MyCase, PracticePanther)
Sending appointment confirmations and reminders to clients and opposing counsel
Processing incoming mail - scanning, categorizing, and uploading to your document system
Ordering office supplies and managing vendor relationships
Maintaining your contact database with updated client and opposing counsel information
Booking court reporters, process servers, and expert witnesses
Coordinating conference room bookings and video call logistics for depositions
Filing deadline tracking - maintaining a master calendar with all statute of limitations dates

Client Communication Tasks to Delegate

Keeping clients informed is essential, but not every touchpoint requires the attorney's voice:

Sending case status update emails to clients on a weekly or bi-weekly schedule
Following up with prospective clients after initial consultations
Sending intake questionnaires and collecting completed forms from new clients
Responding to general client inquiries that do not require legal advice
Coordinating document collection - requesting and tracking outstanding items from clients
Sending fee agreement and retainer documents for electronic signature via DocuSign
Notifying clients of upcoming deadlines, hearings, and required actions
Sending post-matter surveys and requesting online reviews from satisfied clients

Marketing and Business Development Tasks to Delegate

Growing your practice requires visibility - a VA handles the execution:

Writing and scheduling educational content for LinkedIn, Facebook, and your blog
Managing your Avvo, FindLaw, and Justia profiles - keeping information current
Responding to Google Business Profile reviews and questions
Creating social media graphics and quote cards using Canva
Writing newsletter content featuring legal updates relevant to your practice area
Building referral lists - researching bar association directories and attorney networks
Tracking and reporting on website traffic, lead form submissions, and consultation bookings
Coordinating speaking engagements - researching opportunities and handling logistics
Drafting press releases for significant case wins (with your approval)
Managing your Martindale-Hubbell and Super Lawyers profile submissions

Financial and Operations Tasks to Delegate

The billing and back-office work that delays your revenue cycle:

Preparing and sending client invoices using your billing software
Following up on overdue invoices with a structured accounts receivable process
Tracking billable hours from your time entries and flagging unbilled time
Reconciling trust account records and preparing reports for your review
Processing credit card payments and logging transactions
Preparing monthly financial summaries for your review
Managing expense reports and submitting receipts to your bookkeeper
Tracking bar dues, CLE credits, and professional membership renewals

Legal-Specific Tasks to Delegate

Tasks that support your legal work without crossing the UPL line:

Drafting routine correspondence - demand letters, status letters, and cover letters from your templates
Preparing first drafts of standard pleadings, motions, and agreements for your review and revision
Conducting initial legal research using Westlaw or LexisNexis and summarizing findings
Formatting and proofreading legal documents for consistency and citation accuracy
Organizing and indexing case files - creating binders and exhibit lists
Preparing deposition summaries and chronologies from transcripts
E-filing documents with court systems and tracking confirmation numbers
Preparing closing binders and transaction summaries for transactional matters
Researching corporate records, property records, and public filings
Drafting client intake forms and engagement letters from your templates
Managing discovery document review logistics - organizing productions and tracking requests
Updating your internal precedent and clause library with approved language
Preparing CLE presentation materials and outlines from your notes
Monitoring legal news and regulatory updates in your practice area and delivering a weekly digest

How to Get Started Delegating

Step 1: Calculate your cost of non-billable time. Multiply your hourly rate by the number of hours you spend on admin each week. That number tells you exactly what delegation is worth.

Step 2: Start with intake and calendar. New client intake and scheduling are the highest-impact, lowest-risk tasks to delegate first. Your VA follows your process exactly.

Step 3: Build document templates. For every type of correspondence or form your VA will draft, create a template with clear placeholders. This protects quality and keeps you in control.

Step 4: Expand to research and billing. Once your VA has proven reliability on routine tasks, add legal research summaries and accounts receivable follow-up to their scope.

Start Delegating Today

A legal virtual assistant from Stealth Agents can recover 15–20 hours of billable capacity every week. At even $300 per hour, that is $4,500–$6,000 in recovered revenue monthly - from a VA who costs a fraction of that investment. Stop leaving money on the table. Start delegating today.

50 Tasks to Delegate to a Virtual Assistant for Lawyers