Our client, a legal and financial professional, needed help juggling a wide array of administrative, operational, and financial tasks. From tax filing coordination to legal documentation and financial reconciliation, they were managing it all—until they brought in Tasks Expert to systematize their daily flow using tools like Rocket Matter, QuickBooks, Nota, Dubsado, EFTPS, and more.
Financial Tasks Completed
Email Inbox Zero Rate
High client satisfaction rate
Daily task accuracy
The Challenge
The client was stretched thin across both legal and financial obligations, constantly switching between platforms and inboxes.
Main pain points included:
Emails piling up, with no system to prioritize tasks or extract action items.
Overdue tax payments and manual reconciliation in QuickBooks.
Lack of centralized visibility on legal document prep and pleading tasks.
Poor utilization of platforms like Rocket Matter, Dubsado, and EFTPS.
No system for preparing or reviewing daily checklists or follow-ups.
They required an assistant who could understand legal, financial, and admin workflows and execute them flawlessly.
What did Tasks Expert do?
We deployed a virtual assistant trained in legal-financial admin and integrated their daily flow across platforms.
Email & Calendar Management
Reviewed 100+ emails per day
Categorized emails into billing, legal, tax, and priority threads
Summarized key updates and scheduled follow-ups inside Google Calendar
Used Slack for instant escalation of urgent items
Financial Operations
Reconciled transactions in QuickBooks weekly
Maintained sync between Nota and bank entries
Used EFTPS to prepare and oversee scheduled tax payments
Labeled and categorized receipts and invoices
Legal & Task Workflow
Managed Rocket Matter and Dubsado for legal workflows
Created and tracked pleading tasks, reminders, and document deadlines
Maintained daily “questionnaires” to prioritize focus areas
Logged everything inside Google Workspace with cloud backup
Cross-Platform Sync
Integrated task updates across Slack, Calendar, QuickBooks, and Rocket Matter.
Maintained structured work logs for billing and audits.
The Results
- Inbox Zero Becomes a Habit
- No More Tax Stress
- Legal Workflows, Unlocked
- All Admins, One VA
