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The service directory

Build the role around
the work.

Different queues call for different kinds of support. Use the guide below to identify your starting point, then shape the hours, tools, and handoffs around your team.

Discuss your workload
Team members planning a working process together

Where is the work getting stuck?

For the work between meetings

General Virtual Assistant

One defined support role for inbox triage, meeting preparation, routine follow-up, and the small commitments that otherwise live in your head.

A good fit for an owner or small team whose administrative work spans several tools but still needs one accountable point of contact. Start here when the biggest problem is scattered ownership rather than a specialist task.

Read the full service scope ↗

What you can expect to receive

  • A maintained request queue with the next action and responsible person.
  • Prepared meeting notes, reminders, and follow-up drafts.
  • A short review summary separating completed work from items waiting on you.

For calendars, documents, and details

Administrative Support

Keep the practical foundations current: schedules, files, routine correspondence, meeting preparation, and the records your team needs to find.

Suited to teams that lose time searching for the current file, coordinating appointments, or reconstructing decisions from email. The role supports daily administration while your team retains decisions about clients, finances, and professional work.

Read the full service scope ↗

What you can expect to receive

  • Updated appointment details with confirmations and rescheduling notes.
  • Organized document folders with consistent names and clearly identified versions.
  • Prepared meeting materials and a record of outstanding administrative requests.

For work that falls between people

Task Management

Turn a scattered list of requests into an understandable queue, with owners, due conditions, dependencies, and follow-up that reaches the right person.

Useful when a team already knows the work but struggles to see who owns the next action. This is coordination support for managers and project owners, not a transfer of authority over strategy, budgets, or staff performance.

Read the full service scope ↗

What you can expect to receive

  • A current task queue with owner, status, next action, and source links.
  • Follow-up notes that explain what is needed and who can unblock it.
  • A review brief showing decisions required, changed deadlines, and completed handoffs.

For routines ready to become repeatable

Business Operations

Document the way work actually moves, maintain the supporting records, and help teams run repeatable processes with clear acceptance checks.

A fit for a growing team whose recurring processes depend on informal knowledge. The role is especially useful when customer onboarding, supplier coordination, or internal reporting needs more consistent preparation and follow-through.

Read the full service scope ↗

What you can expect to receive

  • A documented process with inputs, steps, stop conditions, and reviewers.
  • Maintained templates, process records, and an organized exception log.
  • A summary of recurring gaps and proposed checklist changes for your approval.

One role, or several?
Start with the workload.

A combined role may make sense when the tasks use similar systems, fit the same working hours, and have a manageable review path. It becomes harder when specialist requirements, competing deadlines, or different access levels pull the role in several directions.

Bring examples of the busiest week, not only the average one. Discuss who covers urgent requests, what can wait, and which responsibilities cannot be delegated. A clearly bounded role is easier to recruit for and easier to manage.

Reviewing source documents before an administrative handoff

A useful handoff has more than a task name.

“Manage my inbox” leaves almost everything open to interpretation. “Review the shared intake inbox each morning, record new requests in the queue, prepare approved replies, and flag sensitive questions to the practice manager” gives the assistant an actionable job.

For each recurring task, agree the source, permitted action, output, reviewer, and stop condition. Keep an example of accepted work beside the instructions. Review a small sample before expanding access or scope.

Explore our delegation guides ↗

Choosing the right support.

Can these services support a law firm?

Yes. Intake coordination, scheduling, document organization, and routine follow-up can sit within these roles. Legal advice, substantive legal decisions, and final professional approval stay with your authorized team.

How do we know whether the role is working?

Review accepted work, unanswered questions, and incomplete handoffs. Agree what good looks like before using activity counts or speed as a measure of success.

What do you need for the first conversation?

Share the tasks, approximate workload, tools, working hours, and specialist experience you need. There is no need to send passwords or sensitive client records.

Bring the messy task list.

We will help turn it into a role with clear responsibilities and a sensible starting scope.

Plan your assistant role