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Virtual Paralegal Training


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  • 03 Jun 2020 12:49 PM | Cordina Charvis (Administrator)

    Step 2

    • Before you quit your day-job ask your boss to review all the contracts and policies you signed as an employee to avoid conflict of interest in your virtual paralegal business.
    • Ask your current boss to review with you any stock options or securities benefits you may have received from the company, if applicable. 
    • Most stock options expire within 90 days after your termination date.  Therefore, you must decide if you are going to exercise your stock options once you leave your current employment.
    • Ask your current employer for clear instructions on how to transfer your 401(K) plans, along with other benefits.
    • Find out how they will handle your “paid-time-off” that you have not used. Do you need to use them before you go, or will you be compensated before you leave?


  • 03 Jun 2020 12:32 PM | Cordina Charvis (Administrator)

    Step 3

    • In general, most transition may take up to six months from employee to entrepreneur.
    • Do not rush yourself.  If after six months you think you still need more time, take the time to prepare yourself properly.
    • Determine how much money you will need to maintain your personal bills and start saving right away.
    • Determine your practice areas and make sure you have extensive experience in the services you will offer.
    • Research your practice areas to make sure there is a demand for your services and you can deliver them remotely.
    • Ask other virtual paralegals how they got started and how they would do things differently.
    • If you have a full-time job, consider starting your business part-time and gradually grow your business.


  • 03 Jun 2020 12:31 PM | Cordina Charvis (Administrator)

    Step 4

    • Determine what will set you apart from your competitors?
    • Conduct test run on starting your virtual paralegal business by offering your services pro bono? 
    • Make sure to put in as much work as you would for a paying client.
    • Apply for work at virtual law offices.  They already understand the virtual world and it would be easier to convince them to hire a virtual paralegal.
    • Consider working with an experienced virtual paralegal before branching out on your own. 
    • Partner with another virtual paralegal to reduce the pressure and expenses of starting your business.
    • Apply for contract or temporary positions for added experience and money to help with your transition from the office to your business.


  • 03 Jun 2020 12:29 PM | Cordina Charvis (Administrator)

    Step 5

    • Read books, articles and blogs about starting and operating a business.
    • If you have the time or the money; enroll in business and administrative classes.  You will need these skills to help you operate your business or partner with a virtual assistant.
    • Volunteer and attend seminars, conferences and workshops in your practice areas.
    • Join business and legal associations. Join their Board of Directors or assist someone on the Board.


  • 03 Jun 2020 12:23 PM | Cordina Charvis (Administrator)

    Step 6

    • Before you leave your current job or if you are currently unemployed start gathering your references and recommendations.  If you are an experienced virtual paralegal gather your testimonials.
    • Ask your current boss and co-workers for written references before you resign.
    • Ask your current boss and co-workers’ permission to use them as professional references should a potential client want to verify your past employment and experiences.
    • If you are a new virtual paralegal, ask your previous managers and supervisors for references.
    • Ask your professors and teachers for recommendations.
    • You may also get recommendations and references from your pastor/priest, colleagues and supervisors from internships and Pro-bono work.
    • If you are a member of any paralegal or business associations, ask the members including board members and officers for recommendations.
    • If you are an experienced virtual paralegal, ask your clients for their feedback.
    • Improve on the negative and use the positive in your marketing materials and on your website.
    • Ask your clients to write you testimonials to use on your website.


  • 03 Jun 2020 12:15 PM | Cordina Charvis (Administrator)

    Step 7

    • Create your business resume.
    • Draft your business plan.
    • Draft your marketing plan.
    • Create an introductory packet for clients.
    • Create a welcome packet for clients.
    • On your last day of employment leave your business contact information with all the attorneys, paralegals and secretaries you work with and ask them to refer you to their friends, family and colleagues.
    • Go for It! Good Luck!


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