Learn best practices and pitfalls to avoid as a legal virtual assistant.
Virtual professionals often encounter challenges in managing clients who struggle both with remote work and managing their own work-life balance. This topic will provide you with a better understanding of how to work efficiently as a virtual assistant in the legal field. Topics cover best practices around client communication, ethics standards, client and case management, integration of virtual staff, and problem-solving in the virtual environment. The information also presents examples of real-world issues that a virtual assistant could encounter and how to identify them as they are happening. This material will provide valuable insights that you can apply to your own businesses.
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Why Lorman?
Over 37 years and 1.4 million customers worth of experience providing continuing education. Our passion is providing you world-class training to help you succeed in business and as a professional.
Agenda
What Is a Virtual Assistant and Why the Definition Matters
- Perspective - Client Background Matters
- Qualifications and Ethics
How to Integrate
- The Interview
- The Technology
- The Delegation Matrix
I Tried It and It Didn't Work
- A Case Study of a VA Ghosting a Client
- A Case Study of a Client Ghosting a VA
Best Practices
- Interviewing
- Integration
- Delegation
- Communication
- Responsiveness
- Career Development
- Boundaries
A Day in the Life
- A Typical Day
- Conclusion - Celebrating Wins
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More Program Information
Why Lorman?
Over 37 years and 1.4 million customers worth of experience providing continuing education. Our passion is providing you world-class training to help you succeed in business and as a professional.
Credits
OnDemand Course
This course was last revised on June 8, 2021.
Call 1-866-352-9540 for further credit information.
This program does NOT qualify, nor meet the National Standard for NASBA accreditation.
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Why Lorman?
Over 37 years and 1.4 million customers worth of experience providing continuing education. Our passion is providing you world-class training to help you succeed in business and as a professional.
Faculty
Alison Pacuska
Pacuska Professional Services LLC
- President and Founder, Pacuska Professional Services LLC
- Practice emphasizes the provision of paralegal and executive assistant services to small and solo practices, with a particular focus on intellectual property
- Has been a presenter for Smith.ai and is a member of the Maryland Bat Association’s Paralegal Task Force
- A representative list of publications can be found at http://www.pacuska.com/publications/
- A Maryland notary (including remote notarizations) and a member of the Maryland Bar Association, National Capitol Area Paralegals Association (NCAPA), Maryland Association of Paralegals (MAP), National Federation of Paralegal Associations (NFPA), and the National Notaries Association (NNA)
- B.A. degree in International Studies (Russian Studies and International Law), American University in Washington DC; M.A. degree in Russian Studies (Human Rights – Women’s Rights, the Death Penalty and Religious Rights), George Washington University in Washington D.C.
- Can be contacted at [email protected]
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Why Lorman?
Over 37 years and 1.4 million customers worth of experience providing continuing education. Our passion is providing you world-class training to help you succeed in business and as a professional.
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