For Ontario lawyers

Agency work for lawyers

When a file needs a step that a licensed paralegal is permitted to take, you can instruct our firm as your agent for that one task while the file stays with you.

What agency work with us looks like

What you can expect when you instruct us on a single step.

One defined task

You tell us the step you need, such as an attendance, a filing or serving documents, and we handle that step only.

You stay in charge

You remain on the record and responsible for the matter. We act on your instructions and report back to you when the step is done.

Paralegal scope only

We take on only tasks a licensed paralegal is permitted to do in Ontario. If a task falls outside that, we tell you and decline it.

Written terms first

Before any work, we agree the scope, fee and timing with you in writing, and the terms name the paralegal licensee who will do it.

Whether a task is within paralegal scope depends on the court or tribunal and the matter (the Law Society of Ontario’s By-Law 4 sets the limits). We check each request against those limits before we agree to it.

How it works

Nothing is accepted automatically. A person reads every request.

  1. Send a short request

    Use the form below. Give us the names of the parties for our conflict check, and leave out any other confidential details for now.

  2. We check scope, conflicts and the date

    We confirm the task is one a licensed paralegal is permitted to do, our staff run a conflict check by hand on the names you gave us, and we check that we can cover the date.

  3. We agree terms in writing

    The scope, fee and timing are set out in writing with you, and the written terms name the paralegal licensee who will do the task. No work starts before then.

  4. We do the task and report back

    We carry out the task as instructed and tell you how it went, including anything you need to act on. The matter and the client remain yours throughout.

Looking to receive referrals instead?

The request below is for asking us to take on a task. If you would like us to consider recommending you to clients, please send a request to receive referrals.

Agency request

The details we need to check scope and conflicts and to reply to you.

What you need (tick all that apply)

We need it for our conflict check, which our staff run by hand before we reply.

The names of the other side and anyone else involved, so they can be included in the conflict check.

What needs doing and by when. Please leave out confidential details: we will ask for what we need once we have confirmed that we can act.

We use these details only to deal with this request and to contact you about it. You will not be added to any mailing list. See our Privacy Policy.

Sending this form does not create an agency arrangement or a retainer. For a date that is very close, please call 647-200-3526.

Before you send a request

Sending this form does not create an agency arrangement, a retainer or any other relationship, and we may decline any request. If a date is very close, please also call us on 647-200-3526. This page is general information, not legal advice. We are NEO Legal Services Professional Corporation, a licensed paralegal firm (Mo. Farooqui, Licensed Paralegal, LSO licence P21785), not a law firm, and we work on Ontario matters only.

Law Society of Ontario — Barreau de l'Ontario
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