Maximum Lawyer "How Van Law Firm Uses Virtual Assistants in Their Law Firm From Start to Finish" w/ Sandy Van 247
Aug 27, 2020
Sandy Van, a personal injury attorney and owner of a virtual assistant staffing company, shares valuable insights from MaxLawCon 2020. She discusses how her law firm effectively integrates virtual assistants to enhance efficiency from lead intake to client onboarding. The conversation highlights the transformative power of VAs in managing administrative tasks and client communications. Sandy also explores innovative technology strategies, including Microsoft integrations and tools like Zapier, to streamline legal operations and boost productivity.
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VA Task List
- Consider using virtual assistants (VAs) for various law firm tasks.
- Download the provided list of VA tasks for ideas.
Lead Management with VAs
- Have leads forwarded to your intake team via email and Slack for immediate action.
- VAs can create and send documents for signing, streamlining client intake.
Data Entry and Claims
- Scan physical documents for VAs to input data.
- VAs can handle tasks like claim opening, letter sending, and adjuster interaction.