Never Miss a Potential Client Again
I appreciate the value a Wishup VA can bring to a business. The VAs of Wishup are very understanding and well trained in multiple skillsets, making them indispensable.
End-to-End Client Intake Services for Law Firms
Capture client information, create new matters in your CRM or case management software, and ensure every new inquiry is documented properly from the start.
Prepare and send engagement agreements, track signatures, and follow up on outstanding paperwork so your intake process keeps moving.
Prepare Letters of Authority, Statements of Claim, and other routine documents using your firm's templates, ready for attorney review.
Working with Wishup has given our small and rapidly growing business the ability to move faster while simultaneously freeing up many hours a week. As a result, we can now focus on our strategy. The Wishup team will be a significant contributing factor to our future success.
I couldn't be more thrilled with my Wishup VA. It took me a few weeks to get the time to organize the work to assign initially, but it's been the best business decision for me this year.
We are very pleased with the work that Wishup Virtual Assistants have delivered for us. We use Wishup to augment many aspects of our business, from research, social media to marketing. Their staff is highly educated, very responsive, and experienced. We have been using them for over 6 months and have been telling others about our experience whenever we get the chance. The value they provide is truly immense.
I never considered hiring a virtual assistant for my business but Wishup was different, my virtual assistant exceeded expectations! It is more affordable than I thought and the help she provides on a daily basis is incredible! I get more work done with my VA helping me with important tasks like email management, calendaring, bookkeeping and much more. Highly recommended for any tech founder trying to balance time and productivity.
They pull client information from court notifications or intake forms, create the matter in your CRM, send the client agreement, track the signature, and prepare any court-facing documents like a Letter of Appearance or Substitution of Counsel using your firm's templates. Everything moves without you touching it.
Your VA works within whatever system your firm uses, whether that's a CRM, a shared Google Sheet, or manual document drafts. If you want a more structured tracker built, they can do that too.
Yes. Intake formats differ by case type, criminal, family, civil, and your VA learns to work within the specific templates and information requirements for each.
Every Wishup VA signs an NDA before starting. Access to your systems is role-based, meaning your VA only sees what they need to do the job.
Onboarding takes 60 minutes. Your VA can be handling intake the same day.
Template-based filings only: Letters of Appearance, Substitutions of Counsel, conflict letters, initial client letters, and intake forms. Anything requiring legal judgment stays with your attorney.
Your VA learns the specific rules for each county your firm operates in. Court formatting requirements, filing windows, notification formats all get documented in an SOP they follow consistently.
