Lawyer Tasks v. Paralegal Tasks

Holly Sheriff • April 23, 2025

Who Does What in a Law Practice?

Solo attorneys and small firms must understand the lawyer-paralegal distinction to maintain efficiency and ethics. Whether you're a seasoned attorney or a new solo practitioner, this brief general guide breaks down key legal tasks and highlights how a virtual paralegal can help you scale your practice— specifically it will be tasks the Best Virtual Paralegal Team can assist lawyers.


As a general rule, paralegals cannot:


  • Represent Clients
  • Select or decide what document to draft to protect someone’s rights/obligations
  • Give legal advice
  • Discuss fees
  • Decide whether to accept a case or not.


This article does not constitute an exhaustive list, and task applicability may vary among paralegals and is usually based on the paralegal’s unique combination of training, education, interest, location, and overall skill set. The scope of support provided by paralegals to lawyers is broad. The primary tasks are illustrated below.


⚖️ Lawyer Tasks vs. Paralegal Tasks

Lawyer Tasks


  • Provides legal advice to clients
  • Represents clients in court or depositions
  • Signs pleadings, discovery responses, and legal opinions
  • Negotiates settlements
  • Determines legal strategy
  • Supervises legal staff
  • Reviews and signs off on final legal documents


Paralegal Tasks


  •   Drafts legal documents as directed by an attorney
  •    Conducts legal research and summarizes findings
  •    Prepares and organizes discovery documents and exhibits
  •    Assists in client intake and file management
  •    Prepares case chronologies and fact timelines
  •    Files documents with courts (electronically or in-person, depending on jurisdiction)
  •    Communicates with clients regarding administrative updates



 More experienced paralegals including companies like Best Virtual Paralegal LLC (BVP) (@bvparalegal) are often times skilled marketers, online business managers,  consultants, coaches, bookkeepers, and accountants in addition to savvy paralegals.

An Infographical chart of lawyer duties vs paralegal tasks.

🧠Note

Paralegals are not licensed to practice law. All work is done under the supervision of an attorney in accordance with ABA and state-specific guidelines. Some jurisdictions permit paralegals to sign certain documents; it is usually stated in the professional code conduct for the jurisdiction.


Sources:

American Bar Association: What Paralegals Can Do

National Federation of Paralegal Associations

State Bar Associations (e.g., California, Texas, Florida, Rhode Island)

Managerial Tasks Paralegals Handle to Drive a Profitable Law Firm


In today’s competitive legal landscape, leveraging managerial paralegal tasks empowers lawyers to focus on billable work and grow a profitable law firm. Skilled paralegals streamline operations, reduce overhead, and ensure compliance across critical back‑office functions:

  • Retrieving Records & FOIA Requests
    Paralegals efficiently obtain medical, financial, and public records, while expertly drafting and managing Freedom of Information Act (FOIA) requests. By handling document acquisition, they eliminate costly delays and keep case timelines on track.
  • Bookkeeping & Financial Reporting
    From tracking receivables to reconciling trust accounts, our paralegals maintain accurate ledgers and generate monthly financial reports. Maintaining clean books helps law firms monitor profitability and make data‑driven decisions.
  • Paying Bills & Vendor Management
    Paralegals oversee invoice processing, vendor negotiations, and timely bill payment. By centralizing accounts payable, they prevent late fees, preserve professional relationships, and safeguard your firm’s credit.
  • Handling Payroll & Benefits Administration
    Managing staff payroll, withholding taxes, and administering benefits requires precision. Paralegals ensure compliance with employment regulations and alleviate the headaches of HR administration.

The aforementioned list does not fully encompass the managerial duties a lawyer might assign to a paralegal to promote scalable growth and enhance financial well-being. The Best Virtual Paralegal Team has published numerous blog posts over several years promoting increased delegation of managerial duties to paralegals in articles as Virtual Assistant vs. Virtual Paralegal vs. Online Business Manager and Paralegal Entrepreneurs are More.

By delegating these essential managerial functions to a virtual paralegal team, you reduce overhead, improve cash flow, and sharpen your competitive edge.


📌Ready to Work Smarter?


Collaborate with the Best Virtual Paralegal Team today to offload administrative burdens and boost your bottom line. 
Contact us now to schedule a complimentary consultation and discover how our expert paralegals can transform your practice.
 

Infographics

Who Does What in Your Law Practice? ⚖️ Discover how the Best Virtual Paralegal Team takes on legal research, document drafting, FOIA requests, bookkeeping and more—so you can focus on billable work and grow your solo practice!

“Personal Injury Document Retrieval for Solo Attorneys – Flat Fee + Custodial & Out-of-Pocket”

Avoid administrative bottlenecks: outsource medical records, billing statements, and police reports to Best Virtual Paralegal for a single flat fee (plus custodial and out-of-pocket fees). Contact us now to accelerate your case momentum!


Delivery of records is contingent on the backlog of each custodian.

Sheriff, Holly

Meet Holly Sheriff, Founder of Best Virtual Paralegal LLC (BVP)

Strategic Growth Partner

Combining paralegal mastery, coaching credentials, and industry accolades, Holly guides legal professionals in scaling their practices, enhancing productivity, and achieving personal fulfillment. Connect with her on LinkedIn to elevate your practice.

Disclaimer

If you have any inquiries or doubts, please feel free to ask. Our team is here to help. Call or text (717) 747-3588 | visit bestvirtualparalegal.com.


This article is an original piece of work. It is the opinion of the author. The author did not use AI in its development. The content of this post does not constitute legal or medical advice. Its sole purpose is to provide information. This is not meant to be taken as medical or legal advice for a specific individual or situation. This post should not be used as a replacement for professional licensed medical or legal advice, diagnosis, or treatment. Never ignore seeking medical treatment or legal advice for a medical or legal issue because of something you have read on the Best Virtual Paralegal sites.