Admin & Data Entry × Legal
×

Admin & Data Entry for Legal

For firms, admin work means matter file organization, e-filing prep, conflict checks, and billing entry — the recurring detail work paralegals shouldn't be swallowing.

Why a Admin & Data Entry fits Legal

Every Admin & Data Entry we place in legal works against client confidentiality and conflict-of-interest screening. We solve the day-to-day pain law firms feel most: non-billable admin pulling attorneys off matters. They onboard onto your legal stack (typically Clio, MyCase, PracticePanther) inside the first week, with your SOPs as the source of truth.

What ships in the first 30 days

In the first 30 days, your Admin & Data Entry for Legal ships the crm hygiene pass (weekly) and the targeted prospect list (per request), plus the recurring work that defines the role: clean and de-duplicate crm records — contacts, companies, and deals, and build prospect and account lists from linkedin, apollo, or web research. Your account manager runs a weekly review against the role's SOP and the legal-specific checklist so quality is measured, not assumed.

Tools we work in

SalesforceHubSpotAirtableGoogle SheetsNotionZapierClioMyCase

Sample responsibilities

Clean and de-duplicate CRM records — contacts, companies, and deals
Build prospect and account lists from LinkedIn, Apollo, or web research
Process documents: PDF data extraction, form submissions, and filing
Maintain shared spreadsheets and Airtable bases against your schema
Run repeatable workflows in Zapier, Make, or your tool of choice
Produce weekly reports on data quality and completion rates
FAQs

Admin & Data Entry × Legal — common questions