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 Virtual Paralegal Blog

The virtual paralegal  blog is where we discuss upcoming training, resources, events, products, services and news relevant to the virtual paralegal business.  

Do you have a virtual paralegal question? Ask @VirtPara - and follow us on Twitter.

  • 25 Jan 2019 2:19 PM | Cordina Charvis (Administrator)

    FREE eBook Download

    Whether or not you should launch a virtual paralegal business will depend on your qualifications, practice areas, motivation and hard work. Starting a business can be challenging, and it’s important to have all your questions answered before you take the plunge.

    There are several reasons why paralegals launched virtual paralegal businesses but regardless of the reason why you decide to start a business; you must first determine if you want to be an employee or an entrepreneur?

    Determine your motivation for wanting to offer your services remotely as opposed to working in a law office? Do you want to operate your own business, or do you just want the flexibility of working from home?

    The Virtual Paralegal FAQ eGuide will answer frequently asked questions about the virtual paralegal business such as, major challenges working as virtual paralegals, myths associated with operating a virtual paralegal business, how long it takes to launch a virtual paralegal business and much more.

    After reading this eGuide you should be able to decide if starting a business is the right choice for you and if you decide to move forward with your virtual paralegal business; this eGuide will also give you step by step instructions on how to transition from a law office paralegal to a virtual one.

    For a limited time, the Virtual Paralegal Training Center™ is giving away free download to this eGuide on Amazon and on our website.

  • 06 Dec 2018 12:22 PM | Cordina Charvis (Administrator)

    What are the rules of gift-gifting if you are a freelancer or a virtual paralegal? If you want to give your client a thank you gift, there are ways that won’t cross the line between “loved working with you” and “give me more work”. The etiquette can be a bit tricky. You do not want the gift to be too expensive or personal. It should be a small token of a thoughtful expression and gratitude.

    Some suggests a hand written “thank you” note alone or combined with a coffee gift card worth no more than $25.00.

    Other suggest promotional items such as, pens, note pads and mugs with your business name and logo on them. I read an article that suggested the following:

    §  If you give a person a pen, they’ll remember it for a few days.

    §  If you give a person a pen with your logo on it, they’ll remember it for a few days.

    §  If you give a person a nice pen with *their* name on it, they’ll not only remember who gave it to them, they’ll probably hold on to it for a lot longer.

    So, whether you should give your client a gift, is a personal choice but if you do, keep it professional and make it more about saying thank you and save the business promotion for another time.

  • 29 Nov 2018 11:34 AM | Cordina Charvis (Administrator)

    Thanks to the growing economy freelancers and virtual workers are on the rise.

    According to the virtual assistant platform Upwork 57.3 million people in the U.S. freelance full time. This is exciting news for parents who want to work from home to spend more time with their family. 

    Working virtual comes with a lot of benefits including the flexibility to choose the hours you work and the assignments you want to work on.

    However, there are some downsides to leaving your full-time employment for freelancing, such as, giving up benefits that are important to you and your family.  One of those benefit is the opportunity to contribute to a flexible spending account (FSA) known as a personal saving accounts that can be used for qualifying medical expenses. Because the funds are usually deposited into the account on a pre-tax-basis, it reduces the employees tax liability.

    Unfortunately, the IRS does not extend the FSAs benefits to self-employed workers.

    However, if you are a full-time employee and your employer offers this benefit you may still be eligible even if you work freelance on a part-time basis. You may also be able to contribute to a FSA account if your spouse’s employer offers this benefit.

    The alternative for full-time freelancers and virtual paralegals is the child tax credit (CTC) and the additional child tax credit (ACTC) that can help offset the cost of childcare. These tax credits are up to $1,000 per qualifying child. The child must be under 17, have lived with you for at least half of the tax year, and be a U.S. citizen.

    So be sure to explore your tax advantaged options with a qualified accountant or financial specialist when deciding to launch a virtual paralegal business or transitioning from part-time to full-time.

  • 02 Nov 2018 12:46 PM | Cordina Charvis (Administrator)

    Looking to grow your virtual paralegal business? Check out the companies below. Don't forget to do your due diligence before providing personal information.



    Hire an Esquire

    Virtual Employee


    Eparalegal Associates, Inc. 

    JURISolutons, Inc. 

    LawTrades, Inc.

  • 31 Oct 2018 12:22 PM | Cordina Charvis (Administrator)

    Virtual Paralegals are contract, independent or freelance paralegals qualified by education, training or work experience who are employed or retained by a lawyer, law office, corporation, governmental agency or other entity and who performs specifically delegated substantive legal work for which a lawyer is responsible on an as needed basis with such services being supplied through the use of technology and remote access systems.

    Some of the services performed by virtual paralegals include:

    Legal entity management

    Carrying out legal research.

    Court filings.

    Interviewing and preparing witnesses for trial.

    Summarizing transcripts.

    Drafting pleadings as well as any other legal papers.

    Performing searches on public records.

    General trial preparation including preparing notebooks for trial.

    Billing for the firm as well as time entry.

    Maintaining materials for cases.

    Organizing papers for discovery as well as summarizing them.

    Drafting correspondence.

    Perform tasks to deliver trial support such as maintaining the necessary documents, coordinating the witnesses, maintaining daily summaries of court transcripts.

  • 31 Oct 2018 11:29 AM | Cordina Charvis (Administrator)

    Closing the Justice Gap

    In an effort to close the justice gap, Utah is poised to become the second state to license paralegals to practice law in limited circumstances. In November, the Utah Supreme Court is expected to approve and enact the final rules for a new class of legal professionals, called licensed paralegal practitioners (LPPs), who will provide legal advice and assistance to clients in certain areas of law without the supervision of a lawyer. This would make Utah the second state to use paralegals in place of lawyers to provide under-served clients with access to more affordable legal services in specific areas. Washington initiated a similar program in 2015. Learn more

  • 31 Oct 2018 11:28 AM | Cordina Charvis (Administrator)

    Become a Legal Technician

    Legal technicians are trained and licensed to offer legal advice and services to clients in family law matters without the financial investment of a traditional law degree. This flexible legal license allows legal technicians to work independently, in groups with other LLLTs, or as part of a traditional law firm. It's a great fit for those who love the law and want to help people but are unsure about going to law school. It is also a great fit for experienced paralegals who would like to work independently or start their own business as a LLLT. Legal technicians are the only legal professionals other than lawyers who are licensed to give legal advice and own law firms.

    The Washington Supreme Court directed the WSBA to develop and administer the LLLT license as part of the effort to make legal services more available for people with low or moderate incomes.  Becoming a legal technician is a great way to be a part of a pioneering effort to make legal services available to everyone.

    How to Become a Legal Technician

    There are three key requirements to be licensed as a legal technician: education, examination, and experience. Learn more

  • 12 Jan 2018 11:16 AM | Cordina Charvis (Administrator)

    A great freelance community just needs a SPARK. That’s where you come in.

    SPARK is Freelancers Union’s monthly member meetup in nearly 25 cities, where you can get ideas to help your business, meet wonderful people, and be yourself with other people who understand the freelance life.

    Freelance Union is looking for leaders and experts to join local SPARK teams and help start new ones! Whether you’re a seasoned freelance veteran or just starting out, becoming a SPARK leader is a great way to build your network in your local community and connect with other freelancers.

    Some of the roles they are looking for:

    New SPARK Leaders - Want to build a community of freelancers in your city?

    Curriculum Leads -  You want to help your freelancers learn valuable skills and connect with local experts.

    Events Leads - You’re the type of person who can help make SPARK a great experience for everyone who attends.

    Marketing Leads - You’re a marketing maven (or an aspiring one) who can help spread the word out about SPARK.

    Community Leads - You want to connect with allied groups and local officials to make an impact for freelancers in your community.

    Experts and Specialists - You’re a legal, tax, finance, marketing, or business coaching professional ready to share your knowledge with freelancers.

    Interested in learning more?

    Apply Here!

  • 10 Jul 2017 2:51 PM | Cordina Charvis (Administrator)

    This article was written by: Patricia Napier-Fitzpatrick from The Etiquette School of New York

    Making a good impression at a conference or networking event is the first step to successfully achieving your goals. The best way to appear confident and poised is to dress appropriately for the event, know what your agenda is for it, and come prepared with a compelling 15-second self-introduction specifically tailored for the event.

    The following tips will help you avoid the most common mistakes people make when attending and approaching clients and partners at conferences and networking events:

    Top 10 Don’ts

    Don’t network too obviously or aggressively.

    Don’t walk around with a beverage in one hand and food in the other hand. The right hand should always be free to shake hands with a firm, dry handshake.

    Don’t wear your name badge on the left side; it goes on the right side under your shoulder blade.

    Don’t jump into a business discussion with a potential client or ask for their business before making small talk and establishing rapport. You’re not selling potential clients on your services; you’re selling them on the idea that you’re the correct person to administer those services and someone with whom they would enjoy doing business.

    Don’t barge into conversations. If you would like to join a group, wait until there is a break in the conversation, and gracefully join the group by asking “May I join you?” Introduce yourself, and shake hands with everyone in the group.

    Don’ talk just to be talking or make the mistake of talking about inappropriate subjects, such as confidential matters, controversial issues, criticisms of co-workers, your company, management, or anything too personal. Come prepared to talk about what would be of interest to the people that will be attending the event.

    Don’t walk away from a conversation without graciously excusing yourself. You can say something like, “I’ve enjoyed talking with you. I hope you enjoy the rest of the evening.”

    Don’t fail to introduce new people to those around you; and be sure you know how to make proper business introductions.

    Don’t give your business card to another person unless they have asked for it.  That is standard business card protocol.

    Don’t complain about the number, kind, planning, or running of conferences or networking events—at least not before or after an actual one. Complain later, if you like, when you are far away from the group attending the event. It’s too easy to be overheard and get labeled as a malcontent.

  • 05 Jul 2017 11:44 AM | Cordina Charvis (Administrator)
    • Google My Business - - Your listing appears right when people are searching for your business or businesses like yours on Google Search and Maps.
    • Bing Places for Business - - Bing Places for Business is a Bing portal that enables local business owners to add a listing for their business on Bing. 
    • Yelp – - Yelp is not just for reviewing restaurants; it also includes a section for attorneys and law firms.
    • Merchant Circle - - MerchantCircle is the largest social network for local business owners. Services include online business listings, marketing tools and internet advertising.
    • The Business Journals - - The Business Journals' sites feature local business and industry news from 43 different markets around the nation along with a full menu of tools and resources. 

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