SOP and Template Creation
Virtual assistants who document your firm's processes into clear SOPs and build reusable templates that ensure consistency.
Law firms that rely on tribal knowledge and informal processes are difficult to scale and vulnerable to disruption when key staff members leave. Standard operating procedures and reusable templates transform your firm's best practices into documented systems that anyone can follow. DocketHire provides virtual assistants who work alongside your team to document workflows, create step by step process guides, and build templates that bring consistency and efficiency to every area of your practice.
Our assistants interview your attorneys and staff, observe current workflows, and translate what they learn into clear, organized SOPs. They document intake procedures, filing workflows, billing processes, client communication cadences, and any other operational task your firm performs regularly. Each SOP includes step by step instructions, screenshots where helpful, links to relevant tools and templates, and guidance on handling exceptions. The result is a knowledge base that makes training new staff faster and reduces errors.
Templates are the other half of a scalable practice. DocketHire assistants create reusable templates for letters, emails, court filings, checklists, and internal forms based on your firm's existing work product and preferences. They organize these templates in your document management system or case management platform so your team can access and use them easily. With documented processes and ready to use templates, your firm operates more efficiently and delivers more consistent results to every client.
Key Tasks
- Interview staff and document existing workflows and processes
- Create step by step standard operating procedures for key tasks
- Build reusable document templates for letters, emails, and filings
- Develop onboarding guides and training materials for new hires
- Create intake scripts and call handling checklists
- Organize templates in your document or case management system
- Update SOPs and templates as processes change
- Build internal form templates and checklists in Google Docs or Word
- Document software workflows and platform specific procedures
- Create process maps and visual workflow diagrams
Tools & Platforms
How It Works
Identify Key Processes
We work with you to prioritize which workflows and templates to document first.
Document and Build
Your assistant creates SOPs and templates based on your team's best practices.
Implement and Maintain
We organize your SOPs for easy access and update them as your processes evolve.
Related
Get started with SOP and Template Creation
Get started with a qualified legal virtual assistant today.