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Is a Virtual Assistant Right for You?

"Virtual assistants are hot whether you are a solo practitioner or work in a major law firm," says Chere Estrin, president and founder of The Organization of Legal Professionals. Moreover, she adds, the more tech-savvy the attorney, the easier it is to work with a virtual assistant, also known as a VA.

All of this new-found convenience is due, of course, to the advent of technology and the internet. Lawyers chained to the notion that their assistant must be seated at a nearby desk, answering phones, transcribing dictation and keeping the attorney’s calendar in order for a law practice to run smoothly might be wise to consider the benefits of working with a virtual assistant before poo-pooing the idea.

The A, B, Cs of Working with a VA

There are numerous benefits of working with a virtual assistant versus an in-office employee. The first is the cost savings a lawyer can enjoy by working with someone virtually. It’s not that experienced, skilled VAs are paid less than secretaries. In fact, according to Trivinia Barber, CEO and founder of Priority VA, prized VAs can command upwards of $50 hourly. Instead, cost savings are realized because:

  • VAs are 1099 independent contractors, meaning the lawyer does not pay Social Security or state, federal or other taxes
  • The VA is responsible for their own computer and other office equipment, another money saver
  • The lawyer does not have to provide employee perks, such as medical insurance, parking, paid sick and vacation days

But that’s not all, says Barber. “There are many VAs who can work for as little as ten hours a week, meaning they are flexible. It would be hard to find a secretary to only work ten hours,” she says. Moreover, Barber contends many VAs are “pretty well versed in the online marketing world so their collaborative ability can be extremely helpful to the attorney.”

Eunice Clarke, the director of marketing for the International Virtual Assistants Association, was herself a legal assistant prior to taking on her full-time role with the organization, so she understands the role an assistant plays whether in a brick-and-mortar situation or virtually. Hiring a VA means “anything a lawyer would pay for if a secretary had to come in the office” is saved by hiring virtually.

Still not convinced? Hiring a VA who works in a different time zone than the one where a law practice is located can also translate into more work being completed by those VAs in their respective locations. Not only that, VAs can work any time, day or night, so they are not limited by needing to be in the office to complete their tasks.

And, while the VA isn’t taking up space in a brick-and-mortar office, their contact with the lawyer can still extend beyond emails. For example, VAs can tap into online tools such as GoToMeeting and Skype for communicating face-to-face with the attorneys with whom they work, says Clarke.

Of course there are also cons to hiring a VA. For example, says Estrin, if you need something done but your VA isn’t available at the time, you might need to come up with another option. “You don’t necessarily have a full-time word processing department at your disposal” when working with a VA versus an in-office assistant, she says. Another potential pitfall is determining whether the VA possesses excellent project and time management skills.

“Virtual assistants need to know how to be great time managers to impress attorneys how efficient they can make” a lawyer and their law practice, says Clarke.

Are You Right for a VA?

“If you are a micro-manager, don't use a virtual assistant,” cautions Estrin, because you'll never get control. One of the primary reasons people opt to work as a VA is so they don’t have someone looking over their shoulder.

Another type of attorney who probably would not enjoy working with a VA is someone who likes to have a person greeting clients as they come to the office. Moreover, if face-to-face interaction is critical to your law practice, a VA is probably not a great option. If you rely on your employees to help build trust and credibility with clients, then working with someone virtually is not a good choice.

Also, if trusting others is an issue, then hiring a VA may not be a good idea, says Estrin. “Trust is something that people do not consider when hiring a virtual assistant. This issue relates to hiring tech people to work on your system remotely. Ask yourself if you are truly comfortable letting a stranger do work for you when they have access to some of your computers or data. If the answer is no or you’re not sure, then you may not be compatible with a VA,” she says.

Certainly there is nothing wrong with not feeling comfortable about giving someone remote access to your client’s files, but it is a critical question to answer before venturing in the VA market, she says. If you determine you want to dip your toe in the VA pool, there are at least two ways to find one. Not surprisingly, Barber suggests hiring an agency, such as hers, to help match the right VA for the job.

If the lawyer opts for a direct hire, there are specific questions the attorney should ask to help determine if the VA is right for both the job and the lawyer. Among them are to ask:

  • The candidate’s goals for their VA career to ensure they align with the attorney’s mission and vision of their law practice
  • What the VA knows about the lawyer and their law practice. Barber says the response demonstrates whether the VA researched the lawyer and their practice. If they did not, they might only be looking for a job, rather than a long-term professional involvement
  • Specific questions relating to the types of marketing campaigns they have been a part of, if marketing is one of the duties the lawyer wishes to assign the VA
  • Scenario questions to determine the VA’s temperament and ability to work with the clients served by the law firm.

If employee loyalty is a great concern for you, be aware it may not develop with a virtual employee. However, the same can be said for brick-and-mortar staffers, too. “There are virtual assistants who will give you the dedication and loyalty of a 20-year employee. Find out early on who you are dealing with,” says Estrin.

Tami Kamin Meyer is an Ohio attorney and writer.

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