Outsourcing Assistant guide
Prepare a legal intake packet with a Philippines-based assistant
A topic-specific guide for a legal team organizing prospective-client information before attorney review, focused on making an intake packet complete without implying a legal conclusion.
Organize submitted facts
A legal intake packet can sort dates, documents, parties, and questions into approved fields. Clearly label statements that have not been verified.
Preserve uncertainty
The assistant should not infer a claim, conflict result, eligibility, or legal conclusion from incomplete material. Missing facts become questions for attorney review.
Make the packet traceable
Link each item to the submitted source and note when it was received. This prevents a summary from becoming detached from the document that supports it.
Keep advice with counsel
Attorney decisions, legal advice, conflicts, and promises remain outside the assistant’s lane. The handoff should state exactly what counsel must decide.
Keep planning
Questions people ask
Reference notes
These links are a starting point for general context. They are not custom legal, tax, hiring, or cybersecurity advice.
- U.S. Bureau of Labor Statistics: Baseline context for administrative support work and task categories.
- NIST Cybersecurity Framework: Useful source for simple access, identity, and review controls.
- SBA hiring guidance: General small-business hiring and management context.