You will get an Organized Client Intake System
Project details
A disorganized client intake process can lead to missed follow-ups, scattered information, unnecessary administrative work, and a frustrating client experience. I help turn that process into a clear, organized system.
With 10+ years of experience in legal administration, client intake, executive support, operations, and client services, I understand the importance of organization, confidentiality, communication, and follow-through.
I can organize your client information, improve tracking and follow-ups, and create practical intake and onboarding materials such as forms, checklists, templates, and workflows. I can work with your existing process or help build one from scratch.
What sets my service apart is that I focus on the entire client journey—not just one administrative task. My goal is to create a process that is easy for your team to follow and provides clients with a professional, consistent experience.
I can tailor the system to your business, whether you are a law firm, consultant, agency, professional service provider, or growing business.
With 10+ years of experience in legal administration, client intake, executive support, operations, and client services, I understand the importance of organization, confidentiality, communication, and follow-through.
I can organize your client information, improve tracking and follow-ups, and create practical intake and onboarding materials such as forms, checklists, templates, and workflows. I can work with your existing process or help build one from scratch.
What sets my service apart is that I focus on the entire client journey—not just one administrative task. My goal is to create a process that is easy for your team to follow and provides clients with a professional, consistent experience.
I can tailor the system to your business, whether you are a law firm, consultant, agency, professional service provider, or growing business.
Purpose
BusinessIndustry
Business Services & Consulting, Education, Financial Services, Legal, Medical & Pharmaceutical, Nonprofit, Real EstateLanguage
EnglishWhat's included
| Service Tiers |
Starter
$75
|
Standard
$150
|
Advanced
$250
|
|---|---|---|---|
| Delivery Time | 3 days | 5 days | 7 days |
Number of Hours of Work | 2 | 5 | 8 |
Scriptwriting | - | - | - |
Summary Report | - | ||
Social Media Replies | - | - | - |
Email Support | - | ||
Live Chat Support | - | - | - |
Optional add-ons
You can add these on the next page.
Fast Delivery
+$25 - $55Frequently asked questions
About Katie
Executive Virtual Assistant | Operations & Client Support
Miami, United States - 3:39 pm local time
I’m an experienced executive, client support, and operations professional with 10+ years of experience across legal, executive, administrative, and marketing environments.
I help busy professionals and growing businesses with:
Executive & administrative support
Client intake, onboarding & follow-up
Calendar and scheduling management
Document and file organization
Research and project coordination
Social media content & management
Email and digital marketing
My background includes supporting attorneys, executives, clients, and professional teams where confidentiality, organization, communication, and follow-through are essential.
I’m proactive, adaptable, and easy to work with—and I take pride in making your workload lighter.
Steps for completing your project
After purchasing the project, send requirements so Katie can start the project.
Delivery time starts when Katie receives requirements from you.
Katie works on your project following the steps below.
Revisions may occur after the delivery date.
Review Your Needs
I’ll review your current process, materials, and goals to understand what needs to be organized or improved.
Organize & Build
I’ll organize your information and create or improve the intake, tracking, and onboarding workflow.