Lawyers bill for legal work. Not admin.

Ossisto provides six core services for law firms: (1) Client Intake & Legal Admin — intake processing, scheduling, docket management, document preparation; (2) IOLTA & Firm Bookkeeping — trust account management, billing, AR, partner reporting; (3) Legal Marketing — practice area SEO, Google ads, review management, legal content; (4) Matter Automation — intake flows, deadline alerts, billing triggers, document request sequences; (5) Executive Assistant — managing partner support, CLE, BD, and confidential correspondence; (6) Personal Assistant — personal life logistics for attorneys with demanding schedules. Services can be started individually and expanded as confidence builds.

All Ossisto specialists working with law firms sign NDAs before accessing any matter information, client data, or firm financial records. Your specialist is classified as a vendor to your firm — not a separate entity — which supports the extension of privilege to their work under appropriate conditions. We train our legal-sector specialists on the obligation of confidentiality and instruct them to treat all client information as privileged. For specific privilege analysis in your jurisdiction, we recommend consulting with a legal ethics expert, as privilege rules vary by state and matter type.

Ossisto specialists have hands-on experience with Clio, MyCase, PracticePanther, Filevine, and LexisNexis practice management platforms. For billing and accounting, we work with Clio Payments, LawPay, QuickBooks, and Xero. For document management, we use NetDocuments, iManage, and SharePoint. For legal research support, we work alongside Westlaw and LexisNexis subscriptions. Your specialist is matched to your specific system — not trained on it during your onboarding period.