You will get Virtual Legal Administrative Support: Inbox, Calendar & Intake Management
Project details
I help law firms streamline their inbox, calendar, and client intake processes. My systems save time, reduce errors, and create a smooth, professional workflow so attorneys can focus on billable work.
Purpose
BusinessIndustry
Financial Services, LegalLanguage
EnglishWhat's included
| Service Tiers |
Starter
$500
|
Standard
$800
|
Advanced
$1,200
|
|---|---|---|---|
| Delivery Time | 5 days | 7 days | 14 days |
Optional add-ons
You can add these on the next page.
Monthly admin support
(+ 10 Days)
+$800Frequently asked questions
About Latrese
Executive Assistant/ Legal Billing Specialist/ Bookkeeping Assistant
Niagara Falls, United States - 10:40 am local time
I'm Latrese Hardy, an experienced Executive Assistant and Legal Billing Consultant with a strong background in supporting law firms, solo practitioners, and service-based entrepreneurs.
From managing monthly invoicing, collections, and trust accounting to streamlining your inbox, calendar, and internal operations, I offer the high-level administrative and billing support you need—without the overhead of a full-time hire.
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Services Offered:
Legal Billing & Collections
* Monthly invoice preparation & review (Clio, PracticePanther, QuickBooks, MyCase, etc.)
* Pre-bill edits & attorney approvals
* Trust account reconciliation & fund application
* Collections: follow-up with clients on unpaid invoices
* Custom billing SOPs & streamlined workflows
Executive Assistant Support
* Inbox & calendar management (Google Workspace, Outlook)
* Client intake & communication follow-up
* Scheduling meetings & court deadlines
* SOP development and project tracking
* CRM updates, contact management, task delegation
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Why Work With Me?
* Specialized in supporting law firms and bookkeeping businesses: From billing to back-office support, I understand complex financial operations.
* Flexible, organized, and proactive: I help you stay ahead of deadlines and client expectations.
* Experienced in collections & invoicing: I make sure your invoices go out—and get paid—on time.
* Strong communication skills: Professional and reliable contact point for your clients and team.
* Remote-ready and tech-savvy: Comfortable in tools like Clio, Trello, Monday.com, LastPass, Gmail, Slack, QuickBooks, and more.
Let’s talk about how I can help you streamline operations, improve billing workflows, and free up your time for more strategic work.
Click “Invite to Job” or send a message—I’d love to support your business.
Steps for completing your project
After purchasing the project, send requirements so Latrese can start the project.
Delivery time starts when Latrese receives requirements from you.
Latrese works on your project following the steps below.
Revisions may occur after the delivery date.
Onboarding Call
We start with a 60-minute call to review your current inbox, calendar, and intake workflows, identify pain points, and confirm your goals.
Gather Materials & Access
You provide logins, current SOPs, forms, and templates so we can work directly in your systems.