Attorney Assistant, a provider of virtual assistant solutions and intake services for law firms, could be positioned to explore a sale in around three years, CEO Ethen Ostroff said.

Logical buyers could include larger peers and artificial intelligence (AI) companies seeking the company’s human-in-the-loop legal task data, Ostroff said.

Conshohocken, Pennsylvania-based Attorney Assistant supplies trained remote administrative staff and intake teams to law firms across all practice areas, with its strongest footprint in contingency-fee areas such as social security disability, Ostroff said. It launched Intake360, a 24/7 managed reception and intake service that takes spillover calls using live agents, around a year ago.

The company is owned by Ostroff, a personal injury attorney, and his brother-in-law, President and COO James DiBitetto, along with law firm marketing and consulting company SMBTeam.

Attorney Assistant has monthly recurring revenue of USD 1.65m, an EBITDA margin of around 15%, and a 102% customer net retention rate, according to Ostroff. The business could double within three years, he said.

Over the past year, Attorney Assistant focused on profitability, with new accounts carrying close to 50% gross margins, Ostroff said.

A traditional law firm – outside Arizona – would struggle to fetch much more than a 3x EBITDA multiple, and the average firm garners 1.5x or less, according to Ostroff, while a staffing company can command 5x-6x EBITDA, and technology companies in the legal space can trade at top-line revenue multiples of 8x-10x or more.

Arizona in 2021 became the first US state to eliminate the ethics rule barring lawyers from sharing ownership with nonlawyers, allowing investors to take direct stakes in firms. That enabled law firms to monetize their businesses in ways that previously did not exist, the CEO said.

In 2025, Rafi Law Group, a Phoenix-based personal injury firm, received a USD 125m investment, with Fortress reportedly among the investors.

Attorney Assistant was founded in 2022 as a legal-exclusive white label of Turn Key Ops (TKO), the staffing company Ostroff incorporated in 2021 alongside his law firm. TKO and SMBTeam each own half of Attorney Assistant; Ostroff and DiBitetto own TKO equally.

Attorney Assistant has approximately 1,300 employees and contractors across the US, Belize, the Philippines, Nigeria and other regions. It serves more than 260 accounts per month, ranging from solo practices to a 300-person law firm. Its largest market is the US, with a small number of clients in Canada and Australia, Ostroff said.

Around 25 firms are live on the Intake360 platform, with roughly 235 accounts using full-time staffing, according to Ostroff, who believes Intake360 could ultimately surpass the staffing business.

Ostroff said Attorney Assistant is rolling out an AI voice agent for Intake360 that answers inbound calls and hands off to a human agent to sign the client’s retainer — a model suited to emerging state ethics rules, including in California, requiring humans rather than AI to send retainer contracts. The company is building similar agents for tasks including client onboarding, claims opening, medical record retrieval, and lien reduction.

The legal virtual assistant and paralegal staffing space includes Get Staffed Up, Legal Soft, Virtual Staffing, Virtual Latinos, Legal Support Help, Equivity, Scale Up Staffing, Back Office Betties, and Stafi. Intake360 peers include Smith.ai, Ruby, LEX Reception, EverServices’ Alert Communications and Nexa, Answering Legal, AnswerConnect, Dialzara, and LegalClerk.ai, Ostroff said.

Law firms can also source virtual assistants directly through marketplaces such as Upwork and Fiverr, he added.

Recent transactions in the sector include Uplift Investors’ formation in January 2026 of Orion Legal, a private equity-backed management services organization (MSO) acquiring the nonlegal operations of personal injury firms. In 2025, litigation funder Certum Group acquired an MSO serving mass tort and personal injury firms, and Angeion Group merged with Case Works, a tech-enabled medical record retrieval provider for mass torts. In 2024, Legal Soft acquired Berry Virtual, a virtual staffing provider, and in 2023, Equivity acquired virtual receptionist company RH Communications.

Attorney Assistant uses accounting firm Engage CPAs.