Tips on Working With Virtual Paralegals

When working with a virtual paralegal, you must maximize their effectiveness and know-how and where they fit into your firm’s personnel landscape. Here are a couple of tips on how to work best with your virtual paralegal.

Get to Know Your Paralegal

As with any member of staff, you want to get to know your paralegal. Not only does this let you get to know them on a personal level – to an extent – but it also gives you some insight into how they work and their prior experience. This can help with planning out their tasks and with project and deadline management. Plus, it creates a relationship between you and your virtual paralegal that makes them feel more welcome and part of the team.

Project Management is Key

With virtual paralegals, it’s crucial that you keep a close eye on project management. Given that virtual paralegals generally work on a case-by-case or project-by-project basis, it’s vital that you stay on top of deadlines and expectations. Keep your expectations and communications clear and concise with your virtual paralegal, particularly where major projects are concerned. Make sure that everything is scheduled and that your paralegal knows when to check in and feels comfortable checking in when and if they encounter a problem.

Make Sure to Set Expectations

Setting clear, concise expectations is key when it comes to working with a virtual paralegal. You want to be certain that you’re understood and that your paralegal is aware of and knowledgeable of what’s expected of them and their work. Setting expectations helps with guiding your paralegal and providing you with a way to evaluate their work.

Remember Consistency

Keep your expectations and communications consistent and concise. You want to be sure that your virtual paralegal can complete their work on time while meeting your precise expectations. Keep everything consistent and clear so that everything gets done in a timely manner.

Use Software for Communication

With today’s technology, it’s easy to find a good fit for virtual communication. Pick a software that works for you and meets your needs and encourage your virtual paralegal to use it for all of your communications, thereby keeping them secure and consistent.

With these tips in mind, you’re well on your way to having a successful partnership with a virtual paralegal. If you have any further questions or want to set up a consultation, please reach out to us at LevLegal. We’re your virtual paralegal experts!

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