An attorney in the U.S. requires assistance managing files and uploading relevant documents, including email communications, transcribed call recordings, client documents, etc., into the appropriate folders in Google Workspace.
The law firm employs several attorneys and needs a team to efficiently manage communications, legal documents, and other tasks in a cost-effective manner.
A team is required to transcribe phone calls, meetings, and interviews. One full-time employee (FTE) should be allocated to organize files and coordinate client communications.
One FTE was assigned to transcribe calls, take minutes of meetings (MoM), and document client meetings. A senior virtual assistant (VA) was appointed to oversee the entire process and ensure files are organized into the correct folders. Additionally, a part-time assistant was brought on to support with transcription and file organization, acting as a backup for the FTE to prevent work accumulation in their absence.
The system is functioning well, allowing the attorney to reallocate on-site employees to more client-facing tasks and errands
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