Professional firms sell time and expertise, yet a large share of each week goes to intake, scheduling, formatting, data entry and billing. HVT provides confidential, dedicated remote support so fee earners reclaim billable hours and firms can grow capacity without growing office overhead. Team members work under confidentiality agreements and the access rules you set.
Challenges we solve:
Administrative work eating into billable time
Busy-season overload in tax and accounting practices
Slow client intake and onboarding
Inconsistent document preparation and file management
Confidentiality concerns when delegating work
Core Focus Areas
01
Legal Support
Fee earners should spend time on advice, not admin. Virtual legal assistants support client intake, calendar and deadline management, document formatting, file organisation, research support and correspondence under attorney supervision, using our Back Office & Admin capabilities.
02
Accounting & Tax Practice Support
Busy season stretches every firm. Support teams handle data entry, document collection, bookkeeping, tax preparation support and reconciliations, giving your CPAs and advisors capacity to take on more clients without overtime. Learn more about our Finance & Accounting service.
03
Practice Operations
HVT runs the engine behind your practice: billing and time entry, CRM updates, proposals and presentations, scheduling and reporting, delivered with confidentiality agreements and the access controls you define.
What Your Virtual Team Can Handle
Client intake and onboarding
Virtual paralegal support
Document preparation and review support
Calendar and deadline management
Billing and time entry
Bookkeeping and tax preparation support
Research and proposal formatting
General administration
Tools We Work In
Clio
QuickBooks
Xero
Karbon
Microsoft 365
+ many more
Clio
QuickBooks
Xero
Karbon
Microsoft 365
+ many more
How It Works
01
Discovery call
we review your practice areas, templates and tools.
02
Role design
we define tasks, supervision and hours.
03
Talent shortlist
you review and interview candidates.
04
Onboarding
your team is trained on your standards, templates and confidentiality rules.
05
Managed delivery
regular reviews, reporting and seasonal scaling.
Why Professional Firms Choose HVT
01
Confidentiality by agreement with controlled access to your data
02
Professional communication suited to client-facing work
03
Dedicated team members who learn your templates and standards
04
Seasonal flexibility for tax deadlines and case surges
A virtual paralegal supports attorneys with client intake, document preparation, scheduling, file management and research, working remotely under attorney supervision.
Can law firms outsource administrative work?
Yes. Non-legal-advice tasks such as intake, formatting, scheduling and billing support are commonly outsourced, subject to your confidentiality requirements and local professional rules.
How do accounting firms use remote staff?
Accounting firms use remote staff for bookkeeping, data entry, document collection, reconciliations and tax preparation support, which adds capacity during busy season without permanent hiring.
Do you support both US and Australian firms?
Yes. HVT teams work with practices in both markets and can follow local terminology, document formats and working hours.
How is client confidentiality protected?
HVT team members work under confidentiality agreements and use only the systems and files you give them access to, so you stay in control of client data.