Category: Virtual Assistant

How a Paralegal VA Handles Compliance Admin It is 8:40 p.m. on a Wednesday and the practice manager of a nine-person firm in Rosebank has three things open on her desk. The first is a spreadsheet called FICA-outstanding-FINAL.xlsx. It lists forty-one client files where something is missing — a proof of address older than three…

How a Paralegal VA Handles Billing and Time Capture It is the 27th of the month and a commercial attorney in Claremont has blocked out her evening for what her practice manager politely calls “the billing run.” She opens Outlook. She opens her diary. She opens WhatsApp, because two of the week’s most substantive conversations…

How a Paralegal VA Handles Client Intake It is 4:52 on a Wednesday afternoon in Bryanston. A family law attorney is forty minutes into a consultation with a client who has just discovered what her husband did with the joint bond account. The office phone rings twice in the next room, then stops. Nobody picks…

How a Paralegal VA Handles Case File Management It is 7:20 p.m. on a Wednesday and an attorney in Rosebank is looking for a document she signed eleven days ago. She knows it exists. She remembers signing it. What she does not know is which of four places it currently lives in: the email thread…

How a Paralegal VA Handles Legal Research It is 8:40 on a Tuesday night and a commercial attorney in Sandton is on her eleventh browser tab. The client wants a view on whether a restraint of trade clause in an employment agreement will hold — the employee has moved to a competitor across the road,…

How a Paralegal VA Handles Document Drafting Support It is 8:50 p.m. on a Wednesday. A partner in a six-attorney practice has three windows open on one screen. The first is a lease addendum for a commercial tenant, the fourth version of essentially the same document she has produced this month, built the way she…

How a Sales VA Handles Pipeline Reporting It is 8:20 on a Wednesday evening and the founder of a twenty-person B2B software business has three windows open on the same screen. The first is a board deck due Friday. Slide six is titled “Q3 Pipeline Health” and it currently contains a placeholder chart from last…

How a Sales VA Handles Proposal Preparation It is 9:40 on a Thursday night and the founder of a fourteen-person B2B services firm has three things open on her laptop. The first is a document called Proposal_Meridian_v4_FINAL_USE_THIS.docx. It is the proposal for the largest opportunity in her pipeline this quarter. She promised it on Tuesday.…

How a Sales VA Handles Follow-Up Sequences It’s 8:40 on a Wednesday evening and the founder of a Cape Town software company has three tabs open. The first is her CRM, filtered to the Proposal Sent stage. Forty-seven deals. Nineteen of them have had no logged activity in over thirty days. Two of those nineteen…