Get Staffed Up, LLC

What Should You Delegate? Free Delegation Matrix for Attorneys | Get Staffed Up

Free · 7 questions · About 3 minutes

What should you delegate?

Check off the work you're still handling yourself. You'll get a matrix showing what your assistant can own, what they can help with, and what should stay with you.

Built for law firmsAbout 3 minutes

How the delegation matrix works

Most delegation advice sorts work by urgency and importance. That's the wrong cut for a law firm, because it puts almost everything in the "do it yourself" column. Two questions predict delegability far better: does this require you specifically, and how much of your week does it consume?

Hand off first: anyone you train can do it, and it eats hours

The highest-return work to move off your plate. No law license required, high weekly volume, and a clear right answer you can check. This is where a virtual Executive Assistant starts.

Split it: only you can do it, and it eats hours

Your judgment is usually a small fraction of the total time. Break the task into the decision (yours) and everything around it: the prep, the draft, the scheduling, the follow-up, the file. Your Executive Assistant takes the rest and you keep the part that needs your license.

Hand off next: anyone you train can do it, in small doses

Individually trivial, collectively a full day a month. Batch these into the same handoff once the first wave is running smoothly.

Keep it: only you can do it, and it's quick

Legal advice, fee agreements, signatures, strategy. Under ABA Model Rules 5.5 and 5.3 this work stays with you, and delegating the rest is what buys you room to do it well.

What can a virtual Executive Assistant do for a law firm?

These are the tasks a Get Staffed Up Executive Assistant owns, drawn from the published role.

Inbox and calendar

  • Reading, sorting and prioritizing your inbox
  • Managing your calendar and the back-and-forth of scheduling
  • Booking reservations and travel

Clients and meetings

  • Checking in with important clients by personalized email and outbound call
  • Prepping you before calls and writing up the notes afterwards
  • Chasing clients for documents and signatures

Documents, time and money

  • E-filing and maintaining organized digital records for easy retrieval
  • Tracking your billable hours and activity
  • Preparing invoices and following up on the unpaid ones

Growth and how the firm runs

  • Coordinating networking activities and events
  • Identifying inefficiencies and improving workflows
  • Researching and testing new software and AI tools before the firm commits

An Executive Assistant does not give legal advice, set fees, or sign anything on your behalf. Work like answering and screening inbound calls, screening new leads, or drafting from your document templates sits closer to another role, and your Executive Assistant can pick it up once the core handoff is running.

Questions attorneys ask

What should a lawyer delegate first?

Start with high-volume work that has a verifiable right answer and needs no legal judgment: inbox triage, calendar management, the back-and-forth of scheduling, e-filing and time tracking. These build trust fast because you can check the output at a glance.

What can't a virtual assistant do at a law firm?

A non-lawyer cannot give legal advice, set fees, sign pleadings, or exercise legal judgment on a client matter. ABA Model Rule 5.3 also makes you responsible for supervising the work. Rules vary by state, so confirm the specifics with your own bar.

How many hours a week can an Executive Assistant give back?

It depends on how much delegable work you're personally carrying, which is what this quiz measures. GSU's Executive Assistants typically free up 10 or more hours a week for attorneys who hand off inbox, calendar and daily admin.

How much does a virtual Executive Assistant cost?

A full-time GSU Executive Assistant is $2,245 per month, working your business hours, on a flexible month-to-month agreement.

How do I know which role I actually need?

This quiz sorts your work by what to hand off. If your answers cluster around intake, billing, marketing or case files rather than executive support, a different role may fit better. Book a discovery call and our team will help you work out which position fits your firm best.








    Required fields.