At NearAssistant, our Legal & Finance Assistant helps you manage contracts, filings, financial statements, and compliance documents. We review, summarize, and organize your documents so you can make faster and smarter decisions.
A Legal & Finance Assistant is a professional who helps with legal and financial work. They review contracts, analyze reports, track compliance, and organize documents, making sure everything is accurate and easy to use.
We work with tools like Microsoft 365, Google Workspace, Slack, Asana, Trello, DocuSign, QuickBooks, HubSpot, and Salesforce.
Find key clauses, obligations, and terms quickly.
Summarize cases, filings, and regulations into clear insights.
Track rules, obligations, and gaps to reduce risk.
Review 10-Ks, 10-Qs, earnings, and key metrics. Highlight important numbers.
Check covenants, thresholds, and collateral to spot risks.
Keep contracts, filings, and reports organized for easy access.
Summarize sustainability and policy data for reporting.
We learn your workflow and needs.
Your assistant gets familiar with your tools and documents.
Assign tasks by email, chat, or project platform.
Get regular updates and reports to track work.
Experienced professionals in legal review, financial analysis, and compliance.
Email, chat, or tools like Slack, Asana, Trello, or DocuSign.
Yes — upgrade, downgrade, or pause anytime.
Yes — all assistants work under strict NDAs and secure systems.
Let a professional handle your legal and financial documents so you can focus on growth.
Hire a Legal & Finance Assistant from NearAssistant today.
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