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Being a Virtual Assistant in the Legal Field

OnDemand Webinar (56 minutes)

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.

Authors

Alison Pacuska, Pacuska Professional Services LLC

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