Getting started is simple, and the day-to-day is built to be predictable. Here's how we onboard, how a case flows, and what your first month looks like.
A short call to understand your practice, your volume, and where you need capacity most — so we match you with the right person.
We match a trained paralegal, set up access to your tools and templates, and align on your playbook and standards.
We schedule a kickoff on day one to go over your cases and priorities — and your paralegal jumps right in.
A repeatable, client-friendly sequence your dedicated paralegal follows on every matter — from intake to attorney-ready packet.
Review the caseload for deadlines and priority, then send introductory emails and intake questionnaires to each client.
Prepare draft forms to surface any missing information or evidence early — before it becomes a bottleneck.
Chase outstanding items and offer to schedule a call to gather everything that's still needed.
Complete the forms and run a structured, form-specific quality review to catch errors before they advance.
Draft the cover letter, close out remaining documents, and hold a virtual final review with the client.
Assemble the packet for supervisor review so it's polished and ready for attorney submission.
Meet your paralegal and get them up to speed on your practice, your preferences, and your systems.
Your paralegal begins receiving cases, and you provide feedback to fine-tune to your standards.
We meet to discuss how it's going and make sure you're happy with the level of service.
Your client list, the petition or application types, and the specific tasks or assignments you want your paralegal to own.
Access to your case management system and templates for form preparation, notes, client communications, a sample cover letter, and your calendar where needed.
Start with a short conversation about your caseload — we'll handle the rest of the setup.
Contact us info@ipsslegal.com