Legal & Court · VennBoard for Legal Assistants
The client’s first call. The attorney’s last filter.
Family-law clients live in the messy middle: scared, angry, confused, expensive. As the case manager, you’re the human voice keeping them sane and the firm’s billable hours focused. VennBoard gives you a portal that absorbs 60% of what used to be phone tag.
Legal Assistant on a matter
Legal Assistant / Case Manager
- Triage incoming client messages and route to the right attorney without dro…
- Schedule consultations, hearings, and mediations across the firm and matter…
- Collect intake documents and ID verification on Day 1 via the client portal
- Maintain a clean record of client commitments and follow-ups on each matter
- Audit log: every action timestamped & exportable
Jobs to be done
What a Legal Assistant actually does — on VennBoard.
- Triage incoming client messages and route to the right attorney without dropping context.
- Schedule consultations, hearings, and mediations across the firm and matter calendars.
- Collect intake documents and ID verification on Day 1 via the client portal.
- Maintain a clean record of client commitments and follow-ups on each matter.
- Send invoices and chase A/R with built-in payment links.
Documents you’ll touch
The artifacts the work produces.
Each lives on the matter, with audit-graded provenance, version control, and exportable records.
Tools that fit your role
What VennBoard gives a Legal Assistant.
Client Portal
Clients message, sign, pay — on their schedule, not yours.
Calendly + Calendar
Hosted booking that lands on the matter.
Invoicing
Send and chase, all on the matter.
Works alongside
The other professionals on the matter.
VennBoard is built so every role on a divorce case can collaborate on one workspace, with the right scope. Here’s who you’ll most often coordinate with.