OUR SERVICES
What can we take off your team's plate?
Four areas of support, shaped around the work your team actually needs done.
AREA 01
Legal support
Explore the records & bills workflowA provider sent the medical records, but the itemized medical bills are still missing.
Your professional follows up with the provider and keeps each request's status current.
An extension of your firm.
Administrative and operational support for personal injury and employment law firms.
- Request medical records and itemized medical bills, and follow up with providers.
- Handle intake, collect documents, and keep the case system up to date.
- Keep clients informed in English and Spanish.
- Prepare routine correspondence for attorney review.
Our professionals do not give legal advice or make legal decisions. We don't serve workers' compensation.
Talk about this supportAREA 02
Administration & operations
A meeting moves. The calendar, documents, and people involved all need an update.
Your professional coordinates the changes and keeps the day's administrative work organized.
Keep the day-to-day work moving.
Executive assistance, calendars, data entry, document management, and back-office coordination.
- Coordinate calendars and day-to-day schedules.
- Support executives with administrative tasks.
- Enter data and keep documents organized.
- Coordinate the work behind daily operations.
AREA 03
Customer care
A customer emails about an earlier call. They need an update without starting the conversation again.
Your professional checks the available information, responds, and hands the question to your team when needed.
Make it easier for customers to be heard.
Phone, chat, and email support in English and Spanish, following your team's process.
- Respond to customer calls in English and Spanish.
- Keep up with chat and email inquiries.
- Follow your team's process for updates and handoffs.
AREA 04
Business development
A prospect asked to speak next week. The appointment and follow-up still need to be recorded.
Your professional updates the CRM and coordinates the next conversation. Your team handles closing.
Keep up with the next conversation.
Appointment setting, CRM updates, prospect lists, follow-up sequences, social scheduling, and campaign reporting.
- Set appointments and maintain the CRM.
- Organize prospect lists and follow-up sequences.
- Schedule social content and prepare campaign reports.
Support for the work behind business development. Your team handles closing.
Talk about this supportFOR EMPLOYERS
Tell us what your team needs a hand with.
You don't need a finished job description. A few words about the work are enough to start the conversation.
Request a callPARA PROFESIONALES
Tu próximo paso también puede ser remoto.
Conoce cómo es trabajar con empresas de Estados Unidos desde Latinoamérica. Tu inglés y tu español acompañan tu talento.
Conoce cómo trabajamosUna mirada a Trilogy en Instagram ↗