Intake and checklists
Collect instructed information and track documents against counsel’s requirements.
Prepare organised intake records and supporting document packs for counsel-led immigration work. Your authorised practitioner determines eligibility, strategy and final submissions.
Practice support under your responsible attorney’s direction.
Choose the tasks that fit your matter or team. Final scope, resources and review criteria are agreed before work starts.
Collect instructed information and track documents against counsel’s requirements.
Transfer supplied facts into draft forms for practitioner checking.
Label supporting documents and maintain exhibit and source lists.
Prepare routine requests and status updates for approval.
Organise documents for counsel-directed follow-up or evidence requests.
Maintain approved task dates and a clear record of outstanding items.
Share the context and the output you need. Identify the facts and source records available, the preferred format and the person who will review the handoff.
Agree the delivery schedule against the actual volume and complexity. Use an initial assignment to resolve questions about instructions, formatting and the checking process.
Support is organised around counsel’s instructions. Eligibility, legal interpretation, strategy and final submissions remain with the authorised practitioner.
Set the assignment up properly. Keep priorities, responsibilities and open questions visible as work moves forward.
Share practice area, task types, volume, systems and preferred coverage. Identify the work you want to delegate.
Confirm scope, price, confidentiality, access, review points and escalation contacts in writing.
Begin with the agreed assignment. Review a first work product and resolve process questions early.
Track the queue, receive status updates and adjust the scope as your workload develops.
Keep handoffs connected as the assignment moves between document work, research and practice operations.
Create a reliable operating rhythm for intake, records and routine coordination.
Explore serviceOrganise document-heavy matters into reviewable datasets, chronologies and evidence packs.
Explore serviceAdd a dedicated paralegal to your team for the work that fills the day: intake, matter updates, document preparation and follow-through.
Explore serviceUse the LPO pricing calculator for a location-based estimate, then request a tailored proposal.
Yes. Share your formats, operating instructions and review checkpoints during scoping. Confirm required system access, onboarding and any specialist experience for the assignment.
Discuss the task mix, monthly volume and reporting arrangement. A dedicated role may fit recurring work; a defined project may suit a one-off document pack or research brief.
Use the LPO pricing calculator for an indicative team budget. Request a proposal for the specific work, role requirements and delivery schedule.
Tell us about your practice, the tasks you want to delegate and the coverage you need. We will shape a proposal around the actual work.
Begin with a non-confidential outline. Agree confidentiality and approved access before sharing sensitive client material.
Plan your LPO budget →Practice area · scope · volume · preferred hours
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