Short answer
Filing preparation support means gathering the documents, data, exhibits, and checklists a matter needs, assembling them in the required order and format, flagging what is missing, and handing a complete package to the attorney for review, approval, and filing. The attorney signs off; support does the assembly.
- In scope
- Assembly, formatting, exhibits, checklists, chasing gaps
- Out of scope
- Legal strategy, advice, and the filing decision
- Approval
- Always the supervising attorney
- Output
- A review-ready package with a gap list
What gets prepared
- Matter data pulled from the case management system into the required forms.
- Supporting documents collected, named, and ordered per the firm's standard.
- Exhibits assembled, paginated, and indexed.
- Drafts built from the firm's own templates and prior work product.
- A checklist showing what is complete, what is missing, and who is chasing it.
The boundary that keeps it safe
Support work stops at the point of legal judgment. Nothing is filed, served, or sent to a client without attorney review and approval. The value is that the attorney's review starts from a complete package rather than from a folder of loose documents and an unanswered question about what is missing.
Why firms run it this way
- Assembly time moves off attorney and senior paralegal hours.
- Packages arrive in a consistent format, so review is faster.
- Missing items surface days earlier, not on the deadline.
- Case volume can grow without a proportional increase in staff.
Frequently asked questions
Does Legentive file documents with the court?
Legentive prepares the package. The attorney reviews, approves, and controls the filing.
Is this the unauthorized practice of law?
No. The work is administrative preparation under attorney supervision, with legal judgment and sign-off retained by the firm.
Can you work inside our existing templates?
Yes. Drafting support uses the firm's own templates, prior work product, and formatting standards.
Last reviewed 2026-08-28 · Legentive