Virtual Legal Assistant Onboarding Form

Virtual Legal Assistant Onboarding Made Simple

Bringing a new legal assistant on board remotely requires careful coordination across compliance, technology access, and firm protocols. This Virtual Legal Assistant Onboarding Form gives law firms, legal departments, and solo practitioners a single, structured intake process that captures everything you need to get your remote legal support staff up and running securely and efficiently.

Built for Legal Professionals Who Work Remotely

Whether you're a small firm expanding your team across state lines, a corporate legal department adding contract support, or a solo practitioner hiring your first virtual assistant, this template is designed for the unique compliance and confidentiality requirements of the legal profession.

Key features include:

• Case management system access requests – Capture which platforms your assistant needs (Clio, MyCase, PracticePanther, etc.) and role permissions
• Client confidentiality and ethics training – Document completion of required training modules and acknowledgment of firm policies
• Document management preferences – Understand your assistant's experience with DMS platforms and preferred workflows
• Billable hours tracking setup – Collect time-tracking tool preferences and billing rate information for seamless invoicing
• Bar association verification – Confirm certification status, jurisdictions, and compliance documentation

This form replaces scattered email threads and incomplete spreadsheets with a single source of truth that flows directly into your HR and IT workflows.

How Paperform Elevates Legal Onboarding

With Paperform, you can create an onboarding experience that feels professional, secure, and on-brand. Conditional logic ensures assistants only see questions relevant to their role, while integrated file uploads let you collect W-9s, certifications, and signed agreements in one place.

Extend your workflow with Stepper to automate post-submission tasks: generate system access tickets, send welcome emails with training links, notify your IT team to provision accounts, and create onboarding checklists in your project management tool—all triggered the moment someone submits.

Need signed agreements? Use Papersign to turn submissions into employment agreements, confidentiality agreements, or independent contractor contracts and route them for eSignature, keeping everything tied to the original onboarding form.

Trusted by Legal Teams

Paperform is SOC 2 Type II compliant and used by law firms and legal departments worldwide to handle sensitive client and employee data with confidence. This template is a starting point you can customize to match your firm's specific policies, branding, and onboarding checklist.

Start onboarding your virtual legal assistants faster, more securely, and with less administrative overhead.