Onboarding Assistants
Prepare new matters, request missing documents, update case systems and keep early client chasers from blocking the file.
Different tasks need different levels of experience. We build support around roles, checklists and review points rather than handing every file to a general admin inbox.
The team model can be scaled from a single remote conveyancing assistant to a managed queue covering onboarding, active file admin and post completion.
Prepare new matters, request missing documents, update case systems and keep early client chasers from blocking the file.
Handle contract pack admin, search orders, enquiry logs, standard updates and document preparation for supervised fee earner review.
Track SDLT, registration packs, lender updates, notices, requisitions and final title document follow-up.
Check queue hygiene, task notes and process adherence before work is returned to the UK firm.
Plan allocation, monitor backlogs and keep the firm informed where a matter needs review or a priority change.
Support shared inboxes, document indexing, archive preparation, data clean-up and routine property law admin support.
Before work starts, the firm chooses the task list, systems, templates, permissions and escalation rules. The support team then works to those controls, not to assumptions.
That is especially important in conveyancing. A missed review point can matter. A vague update can create more work. Clear task notes, simple escalation language and predictable daily reporting keep the support useful.
View Service AreasShare the task list and file volume. We will help shape the right support model before work begins.
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