Legal work generates an enormous amount of administrative work—and for solo practitioners and small firms, that work often falls directly on the attorney.

Resolve WNY provides flexible, attorney-directed administrative and document support designed to help attorneys spend less time managing paperwork and more time focusing on their clients and legal work.

Services can be used for an individual project, during periods of increased workload, or as ongoing administrative support.

Document Production & Transcription

Depending on the needs of the practice, Resolve WNY may assist with:

• Transcription from attorney dictation, recordings or notes
• Typing attorney-provided or attorney-directed content
• Formatting pleadings, motions, affidavits and other attorney-prepared materials
• Formatting correspondence and client communications
• Applying attorney-directed edits and revisions
• PDF creation, conversion, combining and organization
• Pagination, bookmarking and document assembly
• Preparing document packets for attorney review
• Creating and maintaining reusable attorney-approved templates

Records, Exhibits & Case Organization

For document-intensive matters, Resolve WNY can help organize:

• Client-provided records
• Communications and correspondence
• Screenshots and electronic records
• Medical, educational, financial or other supporting records
• Exhibits and exhibit indexes
• Chronological document sets
• Case timelines using information supplied by the attorney or client
• Discovery materials
• Appellate records and supporting materials
• Hearing and trial binders
• Electronic case files

The goal is to provide counsel with organized information that can be reviewed efficiently rather than requiring valuable attorney time to sort through disorganized source material.

Client Document Collection & Administrative Coordination

With appropriate authorization and attorney direction, support may also include:

• Requesting identified documents or information from clients
• Organizing documents received from clients
• Maintaining document-request checklists
• Following up regarding outstanding administrative items
• Scheduling and administrative coordination
• Routine correspondence using attorney-approved language or templates
• Organizing materials for attorney meetings and consultations
• Administrative communication with approved vendors and professional providers

Filing & Practice Administration

Depending on the firm's needs and the particular assignment, Resolve WNY may also provide:

• Administrative filing and submission assistance under attorney direction
• Preparing filing packets
• Organizing documents for electronic submission
• Tracking attorney-provided deadlines and administrative tasks
• File and records organization
• Document-management workflow support
• Matter-opening and closing organization
• Data entry and administrative recordkeeping
• General virtual administrative support

Flexible Support for Solo & Small-Firm Practices

Attorney Practice Support can be particularly useful when a firm:

• Does not have full-time administrative staff
• Has temporary or seasonal workload increases
• Is preparing for hearings, trials or appellate matters
• Receives large volumes of client records
• Needs help converting attorney work product into organized documents
• Needs administrative help without adding another employee
• Wants repeatable systems for document and case organization

Support may be arranged by project, block of administrative time, recurring support package or another agreed-upon structure.

Your Legal Judgment Remains Yours

Resolve WNY works under the direction of the supervising attorney.

The attorney determines the legal strategy, substantive content, legal arguments, applicable law, filing decisions and professional advice provided to the client. Resolve WNY's role is to support the administrative and document-production work surrounding those decisions.

Confidentiality & Professional Information

Because attorney practice support may involve confidential or sensitive client information, the scope of the engagement, access to information, document-handling procedures and appropriate confidentiality expectations should be established before work begins.

Resolve WNY will only access information reasonably necessary to perform the authorized administrative assignment.

Important to Know

Resolve WNY's Attorney Practice Support service provides attorney-directed administrative, clerical and document-production assistance. Resolve WNY does not independently provide legal advice or legal strategy; determine legal claims, defenses or remedies; conduct independent legal analysis on behalf of a client; make substantive legal decisions; sign filings as counsel; communicate legal advice to the attorney's clients; or appear as legal counsel.

The supervising attorney retains responsibility for legal services, professional judgment, substantive work product, client representation and final review of materials prepared with administrative assistance.