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Virtual Paralegal Time-Off Checklist

03 Jun 2020 4:28 PM | Cordina Charvis (Administrator)

Every business owner needs sometime away from their business to unwind and rejuvenate; which is one of the deciding factors for most virtual paralegals when deciding to go out on their own; is the need for flexibility. The ability to set their own hours and chose their assignments.

However, as your business begins to grow you will find it more and more difficult to take time away if you do not have help.

Here are some tips and guidelines on how to take some time away from your business, with or without help.

  • When possible, plan your time off during your clients’ slow period.
  • As soon as you have determined the time you want to take off, let your clients know so that you can discuss any pending assignments with them.
  • If you do not have help, make sure to complete all your open assignments before you schedule your time off.
  • Do not accept any new assignments that will be difficult for you to complete before your time off.
  • Instead, consider outsourcing new assignments or refer your client to another virtual paralegal.
  • Create a referral agreement with other virtual paralegals in your practice areas to handle these assignments and to protect you from losing your clients.
  • Prepare an automatic email message and voicemail reminding your clients and other senders that you are currently out of the office. Include in your email whether you will have access and if you will be reading emails while you are away.
  • If you work directly with your clients’- clients include the name and number of the person, they should contact while you are out of your office.
  • Make sure that your billing records are up to date and you have sent out all outstanding invoices.
  • Relax and enjoy some time away from your business!

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