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Virtual Assistants for Board Resolutions and Legal Documents

  • Writer: Jeri Brown
    Jeri Brown
  • Jun 14
  • 5 min read
Female in home office looking at camera

Accuracy and efficiency are essential when it comes to corporate legal documentation. But preparing board resolutions, compliance paperwork, and other legal documents often takes time away from higher-value tasks. As companies look for smarter ways to streamline internal processes, virtual assistants (VAs) have become an increasingly viable solution.


From legal document automation with virtual assistants to expert support for board governance, this guide explores how legal VAs are reshaping corporate admin and what you should know before you outsource.


What Do Legal Virtual Assistants Do?

Legal virtual assistant services provide professional support for tasks that were once the exclusive domain of in-house teams or law firms. A virtual assistant for legal documents typically provides drafting, formatting, research, and review support, remotely and on demand.


These services aren’t just for lawyers. Legal VAs can assist company secretaries, board administrators, and business owners who need structured, compliant documentation but don’t have the in-house resources to manage it.


Some of the most in-demand services include:

  • Drafting and formatting legal correspondence

  • Preparing NDAs, service agreements, or board resolutions

  • Compiling supporting materials for compliance reports

  • Reviewing template-based documentation for accuracy

  • Assisting with board meeting minutes and action items


Legal virtual assistants are not a replacement for legal advice, but they can provide administrative support for legal teams and help ensure key documents are properly prepared, filed, and delivered.


Key Legal Documents VAs Can Handle

Once you understand the scope of a legal VA’s role, it’s useful to explore the types of documents they commonly support. Legal virtual assistant services can cover a wide range of documentation needs. Depending on the nature of your business, a virtual assistant for law firms or corporate clients might handle:

  • Shareholder agreements

  • Board and shareholder resolutions

  • Confidentiality agreements

  • Service-level agreements

  • Employment contracts

  • Annual compliance filings

  • Directors’ declarations

  • Company policies and regulatory disclosures


These services typically fall under legal document preparation services and are supported by clear instructions, templates, or workflows provided by the business. Additionally, combining legal document automation with virtual assistants is an efficient way to populate standard clauses or check for formatting consistency across multiple files.


This kind of structured, repeatable work is ideal for legal process outsourcing (LPO), helping firms and internal teams avoid bottlenecks in routine legal admin.


Drafting Board Resolutions Remotely

One of the most specialised and in-demand tasks is support with board resolutions. When tasking a virtual assistant for board resolutions, it involves preparing documentation for board meetings. Drafting corporate resolutions may seem straightforward, but it requires precision, consistency, and awareness of governance standards.


With the right instructions and a clear brief, a remote legal assistant can:

  • Draft tailored board resolutions using approved templates

  • Format documents in line with company guidelines

  • Prepare supporting board packs or agenda documents

  • Provide board meeting minutes assistance before or after the meeting


Because this work is handled remotely, it’s vital to work with someone experienced in corporate legal documentation. Virtual assistants typically have backgrounds in company secretarial work, compliance, or virtual paralegal support, which enables them to add immediate value.


Benefits of Outsourcing Legal Drafting

Outsourcing legal document drafting brings significant benefits, especially for small to medium-sized enterprises, legal departments under pressure, or growing firms wanting to remain lean and agile.


Here are just a few reasons why more professionals are turning to VAs for drafting support:


1. Cost savings

Rather than tasking legal professionals for time-consuming admin tasks, a virtual assistant can manage formatting, editing, and filing, ultimately reducing billable hours and internal costs while allowing legal professionals to do what they are best at.


2. Improved turnaround time

Virtual assistants often work on demand, delivering documents quickly and with fewer delays than in-house staff who are already stretched across multiple priorities.


3. Scalability

Legal virtual assistant services can scale with your workflow. This provides flexible support when it matters most. For example, when more help is needed during busy periods or regulatory cycles.


4. Focus on high-value work

Outsourcing administrative support for legal teams means that legal and governance professionals can shift their focus to advisory, strategic, and stakeholder-facing tasks. Utilising their expertise for the growth of the whole business.


5. Consistency and quality

Using a virtual assistant for legal documents means consistent, compliant delivery of documents time after time. Armed with the right templates and instructions, a VA can be essential for audit trails and record keeping.


These benefits of outsourcing legal document drafting aren’t just about cutting costs. They’re about improving the quality and efficiency of internal legal operations in a way that supports overall business growth.


How to Choose a Legal Virtual Assistant

Choosing the right VA is key to unlocking these benefits. Here are a few considerations when selecting legal virtual assistant services:


1. Relevant experience

Look for someone with knowledge of corporate legal documentation, ideally with experience supporting law firms or governance teams. A virtual assistant for law firms may already be familiar with regulatory standards, document types, and approval processes.


2. Communication and clarity


Remote legal assistants should be responsive, organised, and able to interpret detailed instructions. Ask about their workflow and how they manage feedback or revisions.


3. Tools and systems

Make sure your VA is comfortable working with your existing tools, whether it’s Microsoft 365,  G Suite, or your internal document management system.


4. Attention to detail

Legal documentation demands precision. Test this with a trial task, or request examples of past work (with confidential details removed) to assess their formatting and editing skills.


5. Understanding of confidentiality

Confidentiality is a non-negotiable requirement when working with legal content. That’s why it’s essential to choose a VA who understands the sensitivity of the material they’ll be handling. This includes maintaining discretion, following secure protocols, and being aware of legal and regulatory requirements related to data privacy.


This leads directly into one of the most common concerns around outsourcing legal admin: data security and privacy.


Are Legal VAs Secure and Confidential?

Security and confidentiality are non-negotiables when it comes to handling legal content. A reputable VA or agency will understand the importance of:

  • Data handling and storage protocols

  • Secure file sharing platforms

  • Non-disclosure agreements (NDAs)

  • Compliance with relevant data protection laws


If you're engaging a compliance support virtual assistant, check that their processes align with your organisation’s governance and risk policies. For added peace of mind, use secure cloud-based platforms with version control and access permissions to manage collaborative work.


While outsourcing administrative tasks to a virtual assistant involves trust, it also opens the door to high-quality legal process outsourcing (LPO) that improves how internal teams function, without compromising standards.


Legal virtual assistants also offer a practical, flexible way to manage the growing administrative demands of corporate governance. A virtual assistant for legal documents can help reduce workload, speed up turnaround times, and deliver consistently professional outcomes, whether you're drafting board resolutions, preparing regulatory filings, or coordinating with legal teams.


With the right person in place, legal virtual assistant services become an extension of your in-house capacity, enabling smarter work, stronger governance, and more room for strategic thinking.

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