You will get professional, remote support to handle legal intake and onboading.
Project details
Need help managing new client intake and onboarding for your law firm? I provide professional, remote support to help you streamline your process and free up your time.
With 11+ years of legal and administrative experience, I’ll handle client communication, data entry, CRM updates, scheduling, and onboarding follow-ups — all with accuracy, discretion, and care.
Whether you use Clio, Zoho, or another platform, I’ll ensure your clients feel supported from day one.
Let me take the stress out of intake so you can focus on your cases.
With 11+ years of legal and administrative experience, I’ll handle client communication, data entry, CRM updates, scheduling, and onboarding follow-ups — all with accuracy, discretion, and care.
Whether you use Clio, Zoho, or another platform, I’ll ensure your clients feel supported from day one.
Let me take the stress out of intake so you can focus on your cases.
Project Type
Data Entry, Virtual AssistanceWhat's included
| Service Tiers |
Starter
$40
|
Standard
$80
|
Advanced
$125
|
|---|---|---|---|
| Delivery Time | 2 days | 3 days | 5 days |
Number of Revisions | 0 | 0 | 0 |
Optional add-ons
You can add these on the next page.
Extra 5 Clients
(+ 1 Day)
+$30About Khol
Clerical Assistant/Legal Assistant/Intake Coordinator
Centre, United States - 12:51 pm local time
With over 11 years of experience supporting law firms, hospitals, and remote teams, I help busy professionals stay organized, compliant, and ahead of schedule.
✅ Legal intake, drafting, and case coordination
✅ HIPAA-compliant patient intake & collections
✅ Clio, Zoho CRM, Counsel Kit, LawPay, Excel, and more
✅ Accurate, efficient, and responsive — even under pressure
Whether you need help managing warm leads, preparing legal documents, or streamlining administrative tasks, I’m ready to support your workflow and take the stress off your plate. Let’s connect and get started.
Steps for completing your project
After purchasing the project, send requirements so Khol can start the project.
Delivery time starts when Khol receives requirements from you.
Khol works on your project following the steps below.
Revisions may occur after the delivery date.
Review Your Intake Process
I’ll review any forms or documents you provide to understand your intake needs and tools.
Begin Contacting Clients
I’ll begin contacting your new clients using the method you prefer (email or phone).