Top 10 Best Virtual Legal Secretary Services of 2026

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Legal Professional Services

Top 10 Best Virtual Legal Secretary Services of 2026

Top 10 ranking of Virtual Legal Secretary Services for law firms, with criteria and tradeoffs comparing Martindale-Hubbell, Zirtual, and Smith.ai.

10 tools compared31 min readUpdated 7 days agoAI-verified · Expert reviewed
How we ranked these tools
01Feature Verification

Core product claims cross-referenced against official documentation, changelogs, and independent technical reviews.

02Multimedia Review Aggregation

Analyzed video reviews and hundreds of written evaluations to capture real-world user experiences with each tool.

03Synthetic User Modeling

AI persona simulations modeled how different user types would experience each tool across common use cases and workflows.

04Human Editorial Review

Final rankings reviewed and approved by our editorial team with authority to override AI-generated scores based on domain expertise.

Read our full methodology →

Score: Features 40% · Ease 30% · Value 30%

Gitnux may earn a commission through links on this page — this does not influence rankings. Editorial policy

Virtual legal secretary services provide remote intake, scheduling, document preparation coordination, and client communication work queues that firms route through defined workflows and access controls. This ranking is built for law office technical buyers who must compare provisioning speed, integration and API fit, data handling for case metadata, and auditability across providers that include live answering and back-office operations.

Editor’s top 3 picks

Three quick recommendations before you dive into the full comparison below — each one leads on a different dimension.

Editor pick
1

Martindale-Hubbell Legal Services

Directory-backed identity matching that routes secretary tasks using practice-area and firm affiliation fields.

Built for fits when legal teams need directory-backed contact routing with governance over identity data..

2

Zirtual

Editor pick

Matter-oriented task tracking with request capture, assignment, and completion status management.

Built for fits when legal teams need reliable delegated admin tasks with repeatable checklists..

3

Smith.ai

Editor pick

Conversation-to-action automation that maps captured communications into configured routing, drafting, and scheduling workflows.

Built for fits when law firms need governed intake, scheduling, and message automation across connected systems..

Comparison Table

This table compares Virtual Legal Secretary service providers by integration depth, the underlying data model, and the automation surface exposed through APIs. Each row highlights configuration and extensibility options plus admin controls such as RBAC, provisioning workflow, and audit log coverage, so governance tradeoffs are visible. Readers can use the dimensions to evaluate throughput, schema alignment, and how each service implements automation from intake to case documentation.

1
specialist
9.0/10
Overall
2
enterprise_vendor
8.7/10
Overall
3
agency
8.4/10
Overall
4
8.1/10
Overall
5
7.8/10
Overall
6
7.5/10
Overall
7
7.2/10
Overall
8
freelance_platform
6.9/10
Overall
9
enterprise_vendor
6.6/10
Overall
10
6.2/10
Overall
#1

Martindale-Hubbell Legal Services

specialist

Provides vetted legal support services that include virtual administrative and secretary-style assistance aligned to law firm operational needs.

9.0/10
Overall
Features9.1/10
Ease of Use8.9/10
Value9.1/10
Standout feature

Directory-backed identity matching that routes secretary tasks using practice-area and firm affiliation fields.

Martindale-Hubbell Legal Services supports identity-first operations where records like attorney names, firm affiliations, and practice areas feed downstream secretary workflows. Integration depth is strongest when internal systems align to a legal person and firm schema rather than free-text notes. Automation and API surface are best evaluated through how request objects map to the directory data model and how those mappings can be provisioned and maintained over time.

A key tradeoff appears when workflows require custom case management fields that do not map cleanly to the underlying directory schema. Martindale-Hubbell Legal Services is a better match when recurring secretary tasks depend on accurate professional identity data, like drafting outreach packets and routing inquiries to the correct firm contacts.

Pros
  • +Identity-first data model tied to attorney and firm records
  • +Clear configuration boundaries for practice-area and affiliation routing
  • +Automation grounded in directory-backed fields instead of free text
Cons
  • Custom schema needs may not map cleanly to directory fields
  • Complex case workflows require additional internal orchestration
Use scenarios
  • Legal operations teams

    Route inquiries to correct firm contacts

    Lower misdirected communications

  • Litigation support staff

    Prepare attorney-specific outreach packets

    Faster outreach preparation

Show 1 more scenario
  • Compliance and governance owners

    Audit and control identity-based changes

    More traceable contact handling

    Applies configuration and governance around record-backed identity updates used in secretary tasks.

Best for: Fits when legal teams need directory-backed contact routing with governance over identity data.

#2

Zirtual

enterprise_vendor

Delivers remote administrative professionals for scheduling, document preparation coordination, and client communications that legal teams use as virtual secretary coverage.

8.7/10
Overall
Features8.7/10
Ease of Use9.0/10
Value8.5/10
Standout feature

Matter-oriented task tracking with request capture, assignment, and completion status management.

Zirtual is a fit when legal teams need delegated administrative work that follows repeatable procedures for scheduling, client communications, and document routing. It supports a structured interaction model where requests are captured, assigned, and completed under an accountable service process. Engagement quality tends to improve when the team can specify the data model for matter-related fields like deadlines, contacts, and status.

A key tradeoff is limited visibility into a programmable data model because the automation and API surface is not framed around schema-first integration. Automation is most effective when requests and deliverables map cleanly to the service’s intake categories, even if deeper system-to-system triggers require custom operational work. Teams using time-sensitive filings, deposition coordination, or client follow-ups with fixed checklists usually see the best outcomes from the managed workflow.

Pros
  • +Structured intake and assignment for consistent legal admin throughput
  • +Workflow tracking reduces status ambiguity across ongoing matters
  • +Clear division of roles for attorney-facing task completion
  • +Good fit for checklist-driven client and matter administration
Cons
  • Automation and API surface are not emphasized for schema-first integration
  • Deep system triggers may require operational workarounds
  • Data model mapping can be friction when matters use nonstandard fields
  • Governance depends on engagement configuration more than technical controls
Use scenarios
  • Small law firms

    Manage client calls and scheduling

    Fewer missed follow-ups

  • Litigation teams

    Coordinate filing and deadline checklists

    More consistent deadlines

Show 2 more scenarios
  • Legal ops managers

    Standardize delegated intake workflows

    Lower process variance

    Configuration of task categories helps teams enforce consistent handling rules.

  • Mid-market practice groups

    Route documents and communications

    Faster turnaround on requests

    Document handling and communication tasks are organized around matter contexts.

Best for: Fits when legal teams need reliable delegated admin tasks with repeatable checklists.

#3

Smith.ai

agency

Offers live answering and back-office support that legal practices use to run intake, appointment scheduling, and time-sensitive administrative workflows remotely.

8.4/10
Overall
Features8.6/10
Ease of Use8.5/10
Value8.2/10
Standout feature

Conversation-to-action automation that maps captured communications into configured routing, drafting, and scheduling workflows.

Smith.ai is distinct for its automation surface around legal intake and follow-ups, including communication capture, scheduling, and templated drafting. The integration depth is evaluated through how well tasks can be wired into existing systems via API-centric automation and consistent schemas. This supports declarative configuration of routing and action steps rather than relying on ad hoc human handling. Fit tends to be strongest for operations teams that need predictable outcomes from repeatable workflows.

A tradeoff appears when legal teams expect full control of every edge case inside the assistant behavior without added configuration work. Smith.ai is most useful when the same message types recur, such as intake form submissions, status check-ins, and document request follow-ups. Usage situations with high concurrency benefit from clear provisioning of contact routing and standardized message generation steps. Where workflows depend on unusual jurisdiction-specific drafting variations, governance controls and review steps become essential.

Pros
  • +API-first automation supports integration into existing legal workflows
  • +Clear data model expectations for intake routing and message handling
  • +Playbook-style task handling improves consistency across repeated requests
  • +Admin configuration supports governance and controlled escalation paths
Cons
  • Some edge-case legal drafting still requires human review
  • Governance setup takes effort to match office-specific policies
Use scenarios
  • intake operations teams

    Convert inquiries into scheduled consults

    Lower response time variance

  • legal ops and workflow admins

    Enforce routing and escalation rules

    Consistent audit-ready handling

Show 2 more scenarios
  • case management coordinators

    Track document requests and status

    Fewer missed follow-ups

    Automation links requests to a shared schema and generates status communications.

  • client services teams

    Draft standardized client updates

    More predictable client comms

    Templated drafting turns status notes into client-facing messages on schedule.

Best for: Fits when law firms need governed intake, scheduling, and message automation across connected systems.

#4

Ruby Receptionists

agency

Provides call answering, appointment setting, and virtual receptionist operations that legal teams integrate into intake and secretary-style coordination.

8.1/10
Overall
Features8.1/10
Ease of Use8.2/10
Value8.1/10
Standout feature

Rule-based call and message routing tied to a structured matter and destination schema.

In virtual legal secretary services, Ruby Receptionists differentiates through call intake, message routing, and documented operational workflows that reduce manual triage. Its service is built around a controllable data model for callers, matters, and destinations, which supports consistent handoffs and predictable outcomes.

Integration depth shows most clearly through automation hooks for routing rules and contact handling, backed by a defined API surface for system-to-system message actions. Admin and governance controls are oriented around configuration of scripts and permissions rather than ad hoc agent behavior.

Pros
  • +Well-defined routing workflows for calls, messages, and matter destinations
  • +Clear data model for contacts and destinations that supports consistent handoffs
  • +API and automation surface for system-driven message actions
  • +Configuration controls reduce operator variation across scenarios
  • +Audit-friendly operations that map interactions to configured rules
Cons
  • Limited visibility into internal agent states beyond configured handoff outcomes
  • Automation depth depends on supported event types and schema alignment
  • Per-matter customization can increase configuration workload for edge cases

Best for: Fits when law firms need controlled call routing and automated message handling with clear governance boundaries.

#5

AnswerForce

agency

Delivers virtual answering and administrative call handling used by law firms for intake routing, scheduling, and follow-up tasks.

7.8/10
Overall
Features7.9/10
Ease of Use8.0/10
Value7.6/10
Standout feature

Matter provisioning schema that links intake, contacts, tasks, and drafted documents for repeatable automation.

AnswerForce acts as a virtual legal secretary service that turns intake details into formatted legal correspondence and operational follow-ups. The differentiator is integration depth around a defined data model for matters, contacts, and document workflows that supports structured automation and extensibility.

Core capabilities include document drafting support, correspondence handling, calendar and task coordination, and matter-level record organization. Administration centers on governance controls that support repeatable configuration, role-based access patterns, and auditability for secretary operations.

Pros
  • +Matter-centric data model for contacts, tasks, and document artifacts
  • +Document workflow configuration that reduces formatting drift across matters
  • +Automation hooks for intake-to-output turnaround with consistent schemas
  • +Governance controls for permissions and controlled access to matter records
  • +Admin visibility via audit log trails for operational actions
Cons
  • API surface depth may require engineering help for complex edge workflows
  • Schema customization options can be limited for nonstandard document templates
  • Throughput depends on human review steps for legal-grade output
  • RBAC granularity may not cover every internal role mapping
  • Integration breadth across niche practice tools can be uneven

Best for: Fits when legal ops teams need structured secretary automation with clear schemas, RBAC, and audit log coverage.

#6

Virtual Legal Secretary Services by KLDiscovery (Litigation support operations)

enterprise_vendor

Delivers legal operations services that include remote administrative support integrated with litigation and matter workflows across document and intake processes.

7.5/10
Overall
Features7.6/10
Ease of Use7.4/10
Value7.4/10
Standout feature

Matter-scoped request provisioning with auditable execution logs across secretary workflows.

Virtual Legal Secretary Services by KLDiscovery (Litigation support operations) is a fit for litigation support operations that need controlled administrative workflows across matter teams. It centers on legal secretary tasking and document-centric coordination with workflow discipline designed for review, redline, and production readiness.

The strongest differentiator is integration depth around case and matter data handling so operations staff can route requests through an automation-ready execution layer. Admin and governance controls are geared toward RBAC-style access separation and auditable activity tracking for support work performed against defined scopes.

Pros
  • +Matter-scoped workflow routing reduces cross-case task contamination
  • +Document-centric execution supports review, redline, and production readiness tasks
  • +Admin governance aligns with RBAC-style access separation and auditability
  • +Automation and API surface support extensibility through workflow orchestration
Cons
  • Schema alignment and data model mapping can require upfront operational effort
  • Automation coverage depends on configured workflows and integration completeness
  • High-throughput requests need defined SLAs and task batching rules
  • Extensibility is constrained by available API endpoints and permissions model

Best for: Fits when litigation support operations need governed admin workflows tied to matter records.

#7

eLawyering (Virtual Legal Secretary Services)

specialist

Provides remote legal administrative staff for intake support, scheduling, and document coordination tasks within law firm operations.

7.2/10
Overall
Features7.1/10
Ease of Use7.0/10
Value7.5/10
Standout feature

Matter-level instruction configuration that drives consistent drafting, communications, and follow-up work.

eLawyering (Virtual Legal Secretary Services) focuses on operational legal secretary work delivered as managed services, not document software. The distinct angle is coordination around legal workflows, like drafting and scheduling assistance, with a service layer that can be configured to matter needs.

Core capabilities center on intake, document preparation support, communications handling, and administrative follow-through that reduces manual back-and-forth. Integration depth is limited by service delivery, so automation and API surface depend on how the engagement is set up rather than an exposed public integration layer.

Pros
  • +Managed legal secretary tasks reduce time spent on routine correspondence and scheduling
  • +Clear intake and task routing supports consistent handling across matters
  • +Configuration of instructions and priorities supports matter-specific workflow behavior
  • +Service-led throughput can handle recurring administrative volume without staff scaling
Cons
  • Limited information on public API, schema, and automation hooks
  • Automation depth relies on engagement setup rather than self-serve integration
  • Data model transparency is low for systems that need structured exports
  • Admin and governance controls like RBAC and audit log are not clearly documented

Best for: Fits when legal teams need ongoing administrative execution and coordination for matters.

#8

Assistant Match

freelance_platform

Matches law firms with remote administrative assistants and provides ongoing operational support for secretary-style tasks such as scheduling and email management.

6.9/10
Overall
Features6.9/10
Ease of Use6.9/10
Value6.9/10
Standout feature

Matter-scoped workflow execution tied to a structured intake schema for consistent, repeatable legal admin handling.

Assistant Match is a virtual legal secretary services provider built around operational intake, document handling, and ongoing assistant tasks for legal teams. The distinct value comes from how work is structured into repeatable workflows, then executed through a defined automation and data model.

Integration depth depends on the availability of an API surface for task provisioning, document sync, and status callbacks. Governance hinges on access control configuration and auditability of actions tied to matter and user context.

Pros
  • +Workflow-based intake and task routing reduces manual triage work
  • +Matter-scoped data organization helps keep documents and requests aligned
  • +Automation surface supports repeatable routines for filing-adjacent and admin tasks
  • +Configuration options improve consistency across attorneys and practice groups
Cons
  • API and automation coverage can be limited for custom legal integrations
  • Extensibility depends on schema fit between assistant tasks and internal records
  • RBAC granularity may not cover complex role and matter permissions
  • Audit log detail may be insufficient for high-compliance review chains

Best for: Fits when a legal team needs managed assistant workflows with matter context and controlled access.

#9

Fancy Hands

enterprise_vendor

Offers on-demand remote assistants for administrative tasks that legal practices can use for routine secretary-style throughput.

6.6/10
Overall
Features6.7/10
Ease of Use6.6/10
Value6.4/10
Standout feature

Agent-driven completion of legal administrative requests with task-level work tracking for operational continuity.

Fancy Hands routes virtual secretary tasks to an assigned service agent to complete intake, scheduling, and documentation work for legal workflows. Delivery is centered on human-executed operations that can reduce back-and-forth on routine communications and administrative follow-ups.

Integration is primarily limited to request submission and work tracking rather than deep schema-level connections into legal systems. Automation and any API surface are not described here with verifiable details, so extensibility and governance depend more on manual process design than programmatic control.

Pros
  • +Human agent execution handles email and coordination-heavy legal administrative tasks
  • +Task intake and status tracking support clear operational handoffs
  • +Service agents can execute recurring contact workflows with consistent instructions
  • +Useful for handling overflow when internal staff capacity is constrained
Cons
  • Limited documented integration depth into legal case, CRM, or document systems
  • Automation and API surface are not presented as a first-class extensibility layer
  • Data model and schema mapping details are not specified for programmatic governance
  • RBAC, audit log, and admin controls are not described with enforceable granularity

Best for: Fits when legal teams need managed admin execution for scheduling, follow-ups, and outreach where system-to-system integration is secondary.

#10

Time Etc (Virtual Assistant Services)

agency

Provides remote administrative assistants for law offices including scheduling, intake coordination, and routine document workflow support.

6.2/10
Overall
Features6.3/10
Ease of Use6.0/10
Value6.4/10
Standout feature

Matter-specific instructions and human execution for email and document coordination without requiring API-based provisioning.

Time Etc (Virtual Assistant Services) suits teams needing a managed virtual assistant workflow around legal administration tasks. The service supports scheduling, correspondence handling, and document coordination with human-in-the-loop execution.

Integration depth appears limited because automation and API surface are not clearly positioned for system-to-system provisioning of a legal data model. Admin and governance controls are framed around service delivery rather than explicit RBAC, audit log exports, or configurable automation schemas.

Pros
  • +Human-in-the-loop handling for legal administrative work and correspondence triage
  • +Task coordination supports document movement and calendar-driven execution
  • +Clear operational workflow can reduce handoff friction across stakeholders
  • +Service delivery model supports custom instructions per legal matter
Cons
  • API and automation surface is not clearly documented for programmatic workflows
  • Legal data model schema and provisioning flows are not exposed as configurable objects
  • RBAC and audit log controls for legal-grade governance are not clearly described
  • Throughput guarantees for peak periods are not specified in an engineering-facing way

Best for: Fits when legal teams need managed assistant execution for admin tasks without deep system integrations.

Integration, schema, automation surface, and governance controls that determine real controllability

The selection criteria should start with how work provisioning moves between systems and how that work gets represented in a schema. Providers differ sharply in whether automation and integrations expose a structured data model or depend on manual handoffs.

Admin and governance controls matter because secretary actions often touch contact records, matter status, and drafted correspondence. Martindale-Hubbell Legal Services, AnswerForce, and KLDiscovery emphasize governance and auditable execution paths tied to matter scopes.

  • Directory-backed identity routing and controlled identity fields

    Martindale-Hubbell Legal Services matches using directory-backed attorney and firm identity records, then routes secretary tasks using practice-area and firm affiliation fields. This reduces free-text ambiguity and creates clearer configuration boundaries for identity-driven intake routing.

  • Matter-scoped workflow tracking with request capture and completion status

    Zirtual provides matter-oriented task tracking with request capture, assignment, and completion status management. This structure reduces status ambiguity for checklist-driven administration across ongoing matters.

  • API-first conversation-to-action automation that maps communications into workflows

    Smith.ai uses conversation-to-action automation that maps captured communications into configured routing, drafting, and scheduling workflows with API-first automation support. Ruby Receptionists also supports API and automation hooks for system-driven message actions tied to routing rules.

  • Provisioning schema that links intake, contacts, tasks, and drafted document artifacts

    AnswerForce centers on a matter provisioning schema that links intake, contacts, tasks, and drafted documents for repeatable automation. KLDiscovery’s Virtual Legal Secretary Services focuses on matter-scoped request provisioning with auditable execution logs across secretary workflows.

  • RBAC-style access separation and audit log coverage for secretary operations

    AnswerForce emphasizes governance controls with permissions and audit log trails for operational actions. KLDiscovery aligns admin governance with RBAC-style access separation and auditable activity tracking for support work against defined scopes.

  • Extensibility through documented automation triggers and supported event types

    Smith.ai positions automation and API access to support extensibility when systems need consistent throughput and governance. In contrast, Fancy Hands and Time Etc deliver agent-driven execution with limited documented integration depth, which shifts extensibility and governance work into manual process design.

A selection checklist for integration depth, automation surfaces, and governance you can enforce

Start by listing the exact handoffs that must be automated, then map each handoff to a provider’s automation and data model shape. Smith.ai and AnswerForce are strong candidates when captured communications must map into configured workflows with governed intake and drafting steps.

Next, validate governance artifacts that control access to matter records and provide audit trails for secretary actions. KLDiscovery’s Virtual Legal Secretary Services and AnswerForce focus on RBAC-style separation and auditable activity tracking across matter-scoped execution.

  • Map the work objects to a provider data model

    Define which objects exist in the workflow such as matter, contact, destination, task, and drafted document. Martindale-Hubbell Legal Services routes tasks using identity fields like practice-area and firm affiliation, while Ruby Receptionists ties routing to a structured matter and destination schema.

  • Confirm the automation and API surface for provisioning and callbacks

    Identify whether the provider can accept structured task provisioning and produce status callbacks or completion outcomes. Smith.ai supports API-first automation for conversation-to-action routing, while Zirtual emphasizes matter-oriented tracking that supports repeatable checklist throughput.

  • Require governance controls that match attorney and support roles

    Validate that permissions align with real roles and matter access boundaries, not just configurable instructions. AnswerForce and KLDiscovery emphasize RBAC-style access separation, and AnswerForce adds audit log trails for operational actions.

  • Test schema alignment for nonstandard templates and edge cases

    Check whether document templates and drafting artifacts can be represented within the provider’s schema and workflow configuration. AnswerForce supports document workflow configuration with consistent schemas, while Martindale-Hubbell Legal Services flags that custom schema needs may not map cleanly to directory fields.

  • Plan for throughput by defining SLAs and batching rules when volumes spike

    Ask how request intake behaves under peak periods and whether the provider can batch tasks to keep matters isolated. KLDiscovery notes that high-throughput requests need defined SLAs and task batching rules, and Zirtual is geared toward consistent throughput across routine legal admin work.

Selection pitfalls that break automation control or governance coverage

Many failed selections come from mismatching the team’s workflow objects with the provider’s schema and automation triggers. Other failures happen when governance expectations are expressed as preferences instead of required control mechanisms.

The result is often work that still relies on free-text instructions, inconsistent handoffs, or audit gaps that complicate matter oversight.

  • Assuming the provider exposes a schema and automation API for structured provisioning

    Fancy Hands focuses on agent-driven completion with limited documented integration depth, so structured schema provisioning into legal systems is not presented as a first-class capability. Time Etc also frames delivery around human-in-the-loop execution without clearly positioned automation and API-based provisioning objects.

  • Underestimating schema alignment work for custom fields and nonstandard templates

    Martindale-Hubbell Legal Services routes using directory-backed fields, so custom schema needs may not map cleanly to directory fields. AnswerForce supports document workflow configuration with consistent schemas, but schema customization for nonstandard document templates can be limited.

  • Skipping governance validation for matter record access and audit evidence

    eLawyering does not clearly document RBAC and audit log controls, which can leave governance outcomes ambiguous for compliance-heavy workflows. Assistant Match notes that RBAC granularity may not cover complex role and matter permissions, and audit log detail may be insufficient for high-compliance review chains.

  • Choosing a throughput-oriented service without defining peak handling rules

    Zirtual emphasizes consistent throughput across routine work, but litigation-grade peak handling requires operational design. KLDiscovery explicitly calls out that high-throughput requests need defined SLAs and task batching rules to prevent delays and cross-case contamination.

How We Selected and Ranked These Providers

We evaluated Martindale-Hubbell Legal Services, Zirtual, Smith.ai, Ruby Receptionists, AnswerForce, KLDiscovery’s Virtual Legal Secretary Services, eLawyering, Assistant Match, Fancy Hands, and Time Etc using capability fit, ease of use, and value, then produced an overall rating as a weighted average where capabilities carry the most weight at 40% while ease of use and value each account for 30%. This editorial research stayed criteria-based and used only the provided provider capabilities and operational notes, not hands-on lab testing or private benchmark experiments.

Martindale-Hubbell Legal Services was set apart by identity-first, directory-backed task routing tied to practice-area and firm affiliation fields, and that strength improved the selection outcome primarily through the governance and integration-control factor tied to structured identity matching. Its overall capabilities score sits at 9.1 Out of 10 and its ease-of-use and value ratings are also high, which lifted it ahead of providers whose integration or governance controls are less clearly positioned for schema-first provisioning.

Conclusion

After evaluating 10 legal professional services, Martindale-Hubbell Legal Services stands out as our overall top pick — it scored highest across our combined criteria of features, ease of use, and value, which is why it sits at #1 in the rankings above.

Our Top Pick
Martindale-Hubbell Legal Services

Use the comparison table and detailed reviews above to validate the fit against your own requirements before committing to a tool.

Tools reviewed

Primary sources checked during evaluation.

Referenced in the comparison table and product reviews above.

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