01 Case Studies

How Daniel Doubled His Case Capacity Without Hiring In-House Using a Disability Attorney VA

Summary

Daniel ran a small but busy disability law practice. He had steady referrals but constantly felt behind—client intakes were delayed, medical records took weeks to chase down, and he had zero time to prep hearings the way he wanted. When he brought on a trained Disability Attorney VA from Vitalis Outsourcing, his workflow transformed. Within 60 days, Daniel doubled the number of active cases he could manage, cut intake delays by more than half, and stabilized the entire communication flow inside his practice.

Overview

Daniel’s practice was at a breaking point.

His biggest challenges were:

• Intake bottlenecks causing slow onboarding
• Long delays in requesting and receiving medical records
• Inconsistent client updates leading to unnecessary stress
• Too much time spent on admin tasks instead of legal strategy

Vitalis Outsourcing assigned him a Disability Attorney VA trained in disability law workflows, SSA expectations, and case processing. His VA handled documentation, follow-ups, reminders, record requests, and intake coordination—taking the operational weight off Daniel’s shoulders.

Results

By the Numbers:

What It Meant for the Business:
Key Takeaways
Before Vitalis VAs

Challenges:

Goals:

After Vitalis VAs

Daniel’s VA handled intake, documentation, follow-ups, communication, record requests, reminders, and hearing preparation support—bringing structure and reliability to every case.

Future Plans

With strong systems in place, Daniel plans to grow his practice to a multi-attorney operation, starting by adding another VA as case volume increases.

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