5 Ways Law Firms Use Team SBA


When beginning your firm’s outsourcing deployment, it is helpful to review what tasks if outsourced will free up the in-house team. We have collated a list of 5 common tasks that many law firms currently outsource to team SBA.

Conveyancing Support

Team SBA currently assists law firms with end to end conveyancing support services including everything from matter opening, searches, document preparation, settlement booking and more. If conveyancing is a loss leader for your practice, then outsourcing conveyancing support services allows your practice to enhance margins and service clients in other high margin areas of work.

Precedent Formatting/Coding and Automation

We always ask our law firm clients how much time does your team spend on ‘tidying up’ document formatting and conforming documents to your firm’s style guide. Even if your team are highly proficient in MS Word, is formatting and automating documents the best use of their time? Be it copy typing documents, converting PDFs to MS Word, automating clause references or coding documents in Soft/Hot Docs or Ideal Docs, team SBA can assist with all facets of precedent formatting and coding and automation.

CRM and Marketing Support

Do your fee earners enjoy writing content for your social media pages? Is your firm’s lead capture process effective? Do your fee earners have time to grow their Linkedin connections? Team SBA currently works with law practices in CRM and Marketing support ranging from contact capture in CRM through to managing social media portals, mail chimp marketing lists and more. Team SBA enables legal practices to reduce the opportunity cost of not targeting those easy leads.

Accounting and Bookkeeping Services

Team SBA currently works with law firms in Accounts Payable and Accounts Receivable processing (draft and final invoices), bank reconciliations from bank feeds, month end management accounts preparation through to BAS Lodgement (SBA is a BAS agent). Team SBA helps law firms to manage accounting processes without incrementally increasing fixed costs.

Word Processing and Email Profiling/Linking

Be it dictation typing or email profiling or email linking, team SBA currently assists law firms with a range of dictation support services that either complement the in-house paralegal pool or provides dedicated support to a small team.

Outsourcing fee earning and non-fee earning tasks enables law firms to manage work flows better and scale resourcing without incrementally increasing fixed costs.

Outsourcing in a law firm does not need to be a daunting process and can commence with a few processes that the in-house team would feel comfortable to delegate to team SBA

Contact us today to explore how legal process outsourcing can assist your legal practice!


CONTACT US