#Law Firm Support #Client Experience #Data Entry
Wing Case Study: IDAHO LEGAL
How Idaho Legal Estates and Probate Increased Case Volume Using Wing Assistant
Based in Boise, which is in Ada County—home to over 500,000 residents and one of the fastest-growing counties in the Pacific Northwest—Idaho Legal Estates and Probate serves a dynamic and steadily growing community.
Boise consistently ranks among the top U.S. cities for inbound migration and homeownership, and Idaho’s aging population already represents a significant portion of the state’s legal service demand, particularly in areas such as estate transfers, retirement planning, and property-related matters.
- Industry: Legal (Estates)
- Wing Plan: Part-Time Assistant
Idaho Legal Estates and Probate is a Boise-based law firm specializing in estate planning, probate administration, and trust formation. The firm maintains an A+ rating from the Better Business Bureau, reflecting its commitment to professionalism and client satisfaction.
The firm has received the LegalElite Award for Best Estate Law in Idaho, as well as the Best of Boise Award in the Small Law Firm category. Both honors are voted on by peers and clients in the Idaho legal community.
Work Derailed by Back-Office Tasks
Founding attorney Jesse R. Thomas found his time increasingly consumed by operational tasks: calendaring probate hearings, processing paperwork, entering sensitive client data, and coordinating document workflows.
These responsibilities, while critical to operations, took him away from providing high-touch counsel. Thomas began searching for an administrative solution that wouldn’t require hiring in-house.
Administrative Support Tailored to Legal Practice Needs
After discovering Wing Assistant through an online search, Thomas enrolled in a plan that matched his firm’s needs and budget: a part-time virtual administrative assistant starting in March 2023, with a total cost of less than $10,000 per month.
At the time, the demands on the practice were mounting. The administrative load wasn’t just inconvenient; it was beginning to impact the firm’s ability to grow and maintain its reputation for responsiveness.
The firm needed a solution that could be quickly implemented, without the delay or overhead of hiring and training new staff.
They also did not need a full-time assistant, but they had a significant back-office workload that they couldn’t delegate to independent contractors. They needed a reliable but affordable solution, and Wing was a great fit.
Wing’s part-time general virtual assistant plan starts at $699 per month, which is well within Idaho Legal’s budget. The company’s support system for virtual talent also ensures that Thomas would have a dedicated assistant learning his routines and processes, instead of a roster of assistants who’d only have a surface-level understanding of his firm and its needs.
“I was spending too much time on things that didn’t need a lawyer to do them—but still needed to be done well,” said Thomas.
Wing’s fast onboarding process delivered exactly that. Within days, the assistant was up and running, managing key back-office tasks and allowing Idaho Legal’s core team to reclaim the time and mental bandwidth needed to serve clients at a high level.
Four Areas Where Wing Delivers Seamless Support to Idaho Legal
For Idaho Legal Estates and Probate, the assistant played a vital role across key areas of operations:
Client scheduling and probate calendar management: Coordinating consultations, court-related deadlines, and estate timelines to ensure clients were always on track and informed.
Digital intake and form generation: Preparing customized intake documents and routine legal forms used throughout the estate and probate process.
Data entry for case documentation: Logging and organizing sensitive case information, from asset inventories to power of attorney details, within firm systems.
- Basic client service through email and messaging apps: Responding to inquiries, sending appointment reminders, and providing updates on document readiness or next steps.
How Much Time Can a Virtual Assistant for Law Firms Actually Save?
Based on industry benchmarks for small legal practices, Idaho Legal Estates and Probate likely saved an estimated 17 to 24 hours per week by outsourcing routine administrative tasks to a Wing virtual assistant.
Firms of similar size and structure typically regain 4 to 7 hours weekly through delegated scheduling and calendar coordination, and another 4 to 6 hours by offloading digital intake and form preparation tasks such as drafting wills, generating probate documents, and preparing powers of attorney.
“We were able to increase our volume output. The onboarding was quick, and they’re always on task.” – Jesse Thomas, Founding Attorney, Idaho Legal
Data entry for client records and case files, often cited as a 5-hour weekly burden in solo practices, was streamlined through the assistant’s consistent administrative support.
Meanwhile, routine client communication, including follow-ups, appointment reminders, and answering non-legal inquiries, can account for an additional 4–6 hours of regained time.
These figures align with published findings from virtual staffing providers and legal support services, which commonly report 15–25 hours of weekly time savings when attorneys delegate back-office responsibilities.
More Time For Legal Strategy
For Jesse Thomas and his growing firm, these time savings likely translated into greater operational capacity and improved client service. Freed from repetitive administrative work, he was able to stay focused on case strategy, legal filings, and personalized client advocacy without the overhead of hiring full-time staff.
Wing’s consistency played a key role in preserving the firm’s reputation for professionalism especially during times of increased caseloads or court-related deadlines.
