CRM & Project Management · Legal
CRM & project management support for law firms & legal professionals
Between active matters, client intake, deadlines, and business development, most legal professionals are managing more moving parts than any one person should track manually. A Nacho specialist can own the administrative layer of your CRM and project management systems: keeping contact records current, matter timelines organized, and nothing falling through the cracks. Whether you're running Clio, Lawmatics, or a general-purpose CRM like HubSpot alongside a project tool like Asana or Monday.com, we've worked in these environments before.
Tools we work with: HubSpot Salesforce Attio Asana
Can a Virtual Assistant handle CRM & project management for lawyers and law firms?
Yes. Nacho matches lawyers and law firms with a vetted, 100% US-based Executive Assistant or Specialist who owns CRM & project management week after week, not a one-off task. You start with a $300 Delegation Strategy Plan, set a monthly Talent Budget from $1,000, and we match you in about a week.
See how the match works What a Talent Budget costs Book a discovery call
How it works
How delegated CRM & project management works for lawyers and law firms
A Nacho EA assigned to your legal practice will typically work inside your existing CRM and matter management tools to handle the tasks that require consistency and attention to detail but not your billable time. On the CRM side, that means logging client communications, updating contact and matter records after calls or meetings, managing intake pipeline stages, and flagging stale leads or dormant client relationships that need follow-up. On the project management side, your EA can build out matter timelines, create and assign recurring task templates for common matter types, track deadline dependencies, and keep your team's boards current so status is always visible without a check-in meeting. You stay in the loop through brief async updates, you're making decisions, not doing data entry.
Off your plate
What comes off your plate
Before your first session, pull a list of the CRM fields your team actually uses versus the ones that are always blank, this tells your EA where to focus and what to ignore. The most common mistake is handing over access without a brief walkthrough of how your firm names matters or stages contacts; fifteen minutes of context upfront prevents weeks of cleanup later. You don't need a perfect system before you start, your EA can help document the logic as they go.
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CRM Contact and Matter Record Maintenance
Updating client profiles, matter status fields, and communication logs in tools like Clio, Lawmatics, or HubSpot after each touchpoint so records reflect current reality.
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Client Intake Pipeline Management
Moving prospective clients through intake stages, sending follow-up reminders, and flagging leads that have gone cold or need attorney review before advancing.
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Matter Timeline and Deadline Tracking
Building out project boards in Asana, Monday.com, or ClickUp with key milestones, filing deadlines, and task dependencies mapped to each active matter.
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Recurring Task Template Setup for Matter Types
Creating standardized task checklists for common matter types: such as estate planning, contract review, or litigation, so nothing is missed when a new matter opens.
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Business Development Activity Logging
Recording referral source data, networking contacts, and BD outreach activity in your CRM so you have an accurate picture of where new business is coming from.
Your stack
Tools our team works with
We adapt to your existing stack, no forced migrations.
Salesforce 
Monday.com 
Notion 
ClickUp 
Asana 
Make.com Client proof
Trusted by lawyers and law firms
Nacho supports lawyers and law firms including Advantage Evans, La Firma Inmigrantes Primero, Rupal Law, handling everything from crm & project management to broader operational support.
The model
What delegating to Nacho actually looks like
This is ongoing delegation to one vetted, US-based person, not a task posted to a marketplace.
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Start with a Delegation Strategy Plan
A one-time $300 onboarding fee pairs you with a Client Success Manager who maps what to hand off first. See the full process.
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Get matched in about a week
We match you with a vetted, 100% US-based Executive Assistant or Specialist in your time zone. If the fit is not right, the Nacho Guarantee re-matches you free.
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Set a monthly Talent Budget
Budgets start at $1,000 a month and draw across Executive Assistants from $40/hr, Specialists from $65/hr, and Fractional Executives from $125/hr. Up to $200 of unused budget rolls over each month. For operations-led work, that senior seat is usually a Fractional COO. See pricing in detail.
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Three months, then month to month
The initial term is three months so the working relationship has time to compound, then it rolls month to month. Book a discovery call to size yours.
Talent Budget
What delegating CRM & project management costs for lawyers and law firms
Drag the sliders to build a monthly plan that fits your workload.
Executive Assistants
from $40/hourSpecialists
from $65/hourFractional Executives
from $125/hourStarting at $1,000/month. One-time $300 onboarding fee includes your Delegation Strategy Plan.
Good questions
Frequently asked questions
Can a Nacho EA work inside Clio or other legal-specific practice management software?
How do you handle confidentiality given that legal client data is involved?
We don't have a consistent CRM process right now, is that a problem?
Ready when you are
Get your CRM and matter tracking off your plate
Nacho's onboarding includes a Delegation Strategy Plan built around your firm's specific tools and workflows, so your EA is productive from day one, not week four. Plans start at $1,000/month with a one-time $300 onboarding fee.
Not sure yet? See how it works, compare the Executive Assistant, Specialist, and Fractional Executive roles, or read why we stayed 100% US-based.