This document summarizes a presentation about a virtual paralegal services company called Best Virtual Paralegal LLC. It provides an overview of the company's core beliefs, services offered such as legal research and document preparation, how clients can send assignments, use of collaboration tools like Dropbox, estimated costs of an employee versus their services, and how to get started with a free initial consultation.
Marketplace and Quality Assurance Presentation - Vincent Chirchir
Best Virtual Paralegal LLC Prospective Client Slide Show
1. Our services virtually simplify your office in three clicks™
Attorney Support • Realtor Support • Secretarial Support
Dream Big! Believe & Do! ™
2. WHAT YOU WILL FIND IN THIS
PRESENTATION
Slide 4 Client Testimonials
Slide 5 Who we are
Slide 6 Our Core Beliefs
Slide 7 What is a Virtual Paralegal
Slide 8 Do we only assist with overflow cases
Slide 9 We customize services for each client
Slide 10 & 11 Featured Services
Slide 12 Paralegal Hotline
Slide 13 How Clients send us assignments
Slide 14 Go Clio and Drop Box collaboration tools
Slide 15 What you Spend on Employees
Slide 16 What our average Client Pays
Slide 17 Sample Document
Slide 18 How to get Started and What you Get
COPYRIGHT 2012 ALL RIGHTS RESERVED
TO BEST VIRTUAL PARALEGAL LLC
3. ABOUT THE OWNER & TEAM
Holly Sheriff, f/k/a Holly A. Teel , BBA
began her career working as the lead
office manager 18 years ago for a small
family operated automotive machine
shop. After 8 years, while in college
obtaining an Associate Degree in
Applied Science Degree in Paralegal
Studies and then a Bachelor of Science
Degree in Business Administration she
worked for a Family Law and General Marcus Collins has worked in the
Practice firm in St. Louis. During her in customer service and management
house career, she formed the client industry for over 26 years. Marcus
base and concept behind her virtual joined BPV in July of 2011 as the
paralegal and virtual secretary services. director of our customer service
Her accumulation of past experiences; department, marketing
as office manager, legal
collaborator, editor and blogger.
assistant, paralegal, discovery
clerk, and general office assistant has
Mr. Collins provides these services
formed her solid business as an independent contractor.
foundation, which has prepared her to See our website for our other team
meet the needs of her diverse members !
client/customer base.
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4. COPYRIGHT 2012 ALL RIGHTS RESERVED TO BEST VIRTUAL PARALEGAL LLC
“I have used Best Virtual Paralegal (BVP) a number of times with excellent results. Holly is
easy to work with, produces excellently drafted documents and cannot be beat on her delivery
times. I would definitely recommend her and her staff to anyone interested in using a virtual
paralegal.” ~~Mr. Jeffrey M Cooper JD, CPA of the Cooper Law Firm, P.C. in
Rutherfordton, NC, US 28139 ~
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“I am an attorney in private practice. Holly has served me as a Virtual Paralegal since
2008, who works offsite. Holly's work is excellent, timely and knowledgeable.” ~~Richard D.
Schreiber ~~Richard says these are our top qualities: Great Results, Good Value, High
Integrity
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Holly is hard-working and extremely professional. She is a pleasure to work with and is highly
articulate.”“Pegi" Price, Attorney, Margaret "Pegi“ Price, Attorney, The Price Law Firm
Visit our website for more of our Raving Fans !
5. WHO WE ARE
Best Virtual Paralegal LLC is an administrative service provider
whose mission is to provide professional services to Sole
Practitioners and Small Businesses, in an affordable and eco-
friendly manner. We are a full service virtual assistant company.
We offer administrative services to law firms, small businesses
real estate agents, and doctors throughout the United States.
Unlike most virtual paralegal or virtual assistant services, we do
not require our on-going clients to call, or to order our services
prior to delivering an assignment. We offer quick turnaround on
most assignments* (See the policy for incoming assignments
section our Welcome Packet for more information)
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TO BEST VIRTUAL PARALEGAL LLC
6. OUR CORE BELIEFS
Best Virtual Paralegal LLC employees will serve clients according
to our Pledge to Clients. Along with fair and dignified
treatment, clients can expect services that are designed to meet
their needs in an affordable way, transparent information, and
privacy of their personal information. Additionally, clients can expect
punctual and reliable service delivery, and a quick response to their
questions or complaints.
All States prohibit paralegals from providing or offering legal advice
or services to the public without being supervised by a licensed
attorney. To offer such services as preparing legal
documents, pleading and offering assistance on how to complete
Court forms would be considered “the unauthorized practice of law.”
We will never engage in unauthorized practice of law Our paralegal
services are only available to licensed attorneys in good standing.
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7. WHAT IS A VIRTUAL PARALEGAL ALSO KNOWN
AS A “VP”, A “FREELANCE PARALEGAL, OR
CONTRACT PARALEGAL?
ANSWER: A Virtual Paralegal or Freelance Paralegal is a trained
professional paralegal that is essentially utilizing advanced
technological mode and data delivery. A VP assists clients in his/her
area of expertise from his/her own office on a contractual basis to
assist license attorneys.
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8. DO YOU ONLY ASSIST ATTORNEYS WITH
OVERFLOW OR ON AN “AS NEEDED BASIS”?
ANSWER: No. We offer flexible
everyday, monthly, weekly, hourly, and as needed services to all our
attorneys. We offer generous discounted rates to firms and attorneys
that retain our services as their only assistant for weekly
services, and monthly services that are permanent and ongoing.
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9. WE CUSTOMIZE SERVICES FOR
EACH CLIENT
We understand that the needs of our clients can vary depending on the type
and size of their of their firms. Keeping this in mind, we do our best to
customize a service plan that meets those needs. In order for us to customize
our clients services, it is the sole responsibility of our law firms’ to supervise
and review all of our paralegal work in accordance with his or her home
state’s paralegal guidelines. We ask that you assist us in setting up an
account with your specific preferences (e.g. font, page alignment), model
forms and instructions to assure that our work product integrates with your
practice and firm’s brand as closely as possible. This way we can be invisible
to your client or if you choose, we can work with your client depending on
your personal preference. If you need us to have direct contact with your
clients, it is your responsibility to inform your clients we work off-site from
your physical office.
We ask that you let us know right away if you have problems with your
services, and if your administrative needs change during the course of our
business relationship.
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10. COPYRIGHT 2012 ALL RIGHTS RESERVED TO BEST VIRTUAL PARALEGAL LLC
SERVICES OFFERED
We specialize in helping solo attorneys and law firms
free up more hours in their day to practice
law, streamline their law practice, increase their
profits, and reduce their overhead costs. Whether your
cases are large, small, or are new to us we are happy to
accept the challenge!
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OUR FEATURE SERVICES
We are a full service virtual paralegal company we can prepare
documents from the very first client intake & assist you all the way
to trial!
Legal research is our best and favorite service to offer to our
attorneys. some restrictions & fees associated with this service based upon the location of our clients.
Most of our ligation clients use a combination of our legal
research, document preparation and trial prep services. (We
handle PI cases & Domestic Relation case in this matter)
Sitting in on client intakes VIA Skype
Social Media & Blogging Services Specially Designed for Law
Firms of today .
12. 24 HOUR PARALEGAL HOTLINE
Our clients who are too busy in trial can utilize phone-in dictation
VIA 1800 phone-in-dictation from any phone to send us additional
notes for a pending assignments 7 day a week 24-hours a day. The
message will be deliver to our e-mail address for processing during
regular business hours
This service is also available to Dictation Clients (upon the execution
of a service agreement)
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13. HOW OUR CLIENTS SEND US
ASSIGNMENTS
1. Sending us an intake sheet VIA e-
mail, drop box, Clio or Fax.
2. Sending us an e-mail with their notes &
instruction regarding their requests
3. Dropping all the required information in
his or her own drop box we have set
up during the initial opening of his or
her services
4. US Postal Service
5. Filling out our assignment request form
& e-mailing same to us
6. By phone if there are no notes, intake
forms
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14. THE USE OF THIRD-PARTY
COLLABORATION PRACTICE MANAGEMENT
SOFTWARE
We're tremendously excited to announce we use Go Clio and Drop Box collaboration
tools to assist us in delivering top-notch services to you and your clients. Both Go Clio
and Drop Box enable us to share documents with you, your staff and even your clients
VIA secured third party links.
We do pay a monthly fee to use Clio, however at this present time we do not charge
our clients anything for us to utilize this collaboration tool. This policy is subject to
change at any time without any further notice to you.
We can share information with you without you having a paying account with Clio
through our company’s Go Clio Account, utilizing the feature called “Clio Connect” For
example,
Clio offers its paying customers (us) the ability to share a bill with their client (you) via
Clio Connect and this allows you to pay online via PayPal.
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15. WHAT YOU SPEND TO MAINTAIN AN
EMPLOYEE
Full-time Employee
Hourly Rate of Pay $20.00
Fringe Benefits @ 35%
(Health/Dental/ Insurance,
Retirement Plans) $7.00
Overhead Rate @ 50% (Office Space, Equipment
& Office Supply Expense, UI Insurance, Worker’s
Compensation, Overtime Pay, Administration Costs)
$10.00
Total Effective Rate of Pay
$37.00
Hours Per Year 2,080 hrs Total Average Annual Labor Cost $76,960.00
This does not include paid breaks and socializing time spent in the office each day.
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16. WHAT OUR AVERAGE CLIENT PAY
Hourly Rate of Pay $35.00
Fringe Benefits @
(Health/Dental/ Insurance, $0.00
Retirement Plans
Overhead Rate @ 50% (Office Space, Equipment
& Office Supply Expense, UI Insurance, Worker’s
Compensation, Overtime Pay, Administration Costs)
$0.00
Total Effective Rate of Pay
$35.00
Hours Per Year 2,080 hrs Total Average Annual Labor Cost $16,800.00
This is only an average annual rate of compensation. All
hourly rates are solely based upon the type of services
rendered. This chart is to be used for comparison
purposes only and does not guarantee any particular rate COPYRIGHT 2012 ALL RIGHTS RESERVED
per hour TO BEST VIRTUAL PARALEGAL LLC
17. SAMPLE OF ASSIGNMENT FROM CLIENT
NOTES
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TO BEST VIRTUAL PARALEGAL LLC
18. HOW TO GET STARTED & WHAT YOU
GET UPON SIGNING UP
All our prospective clients receive a free no obligation 30 min consultation with Holly. This
consultation can occur VIA Skype or by telephone.
During this consultation Holly will discuss:
1. The firm’s goals and needs.
2. The customized services and rate based upon the firm’s goals and needs from Best Virtual
Paralegal LLC.
What you will receive upon engaging our services
1. An engagement letter.
2. 2. Your customized service agreement for your signature to be executed and e-mailed back
to Holly.
3. A new client orientation handbook for your future reference.
4. 4. Your account number.
How will you receive this information?
Our office utilizes Clio Connect & Dropbox. You will receive an e-mail with a secured link to access
all these document with directions from Clio Connect on how to access these shared documents.
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TO BEST VIRTUAL PARALEGAL LLC