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VIRTUAL PARALEGAL MANAGEMENT SERVICES
Mix and Match to Maximize your Hours.
OFFICE MANAGEMENT
CONTRACT MANAGEMENT
Set up Online Document Storage
Organize and File Company Documents
Client/Customer Onboarding
Contractor/Employee Onboarding
Vendor Onboarding
Manage Clients/Customer Requests/Complaints
Manage Orders, Returns, Refunds & Exchanges
EMAIL MANAGEMENT
Check emails daily, alert clients of urgent messages
Sort, Clean up, and Organize Emails
Create Sub-folders, Delete, Archive Emails
Manage and Update the Contact List
Manage Out of Office Autoresponder
Unsubscribe from Unwanted Email List
Compile and Organize Contracts and Agreements
Create Management and Streamline Process
Coordinate Signatures
Manage Expiration and Renewals
Storage
INVOICE MANAGEMENT
Organize Invoices
Validate the legitimacy of the Invoice.
Submit Invoice for Payment Processing
Record Payment in Company Books
Compile for Tax Filings
(Collection delinquent accounts are outside our scope of service.)​
CALENDAR MANAGEMENT
Manage Calendar Appointments
Schedule and Meetings and Conference Calls
Send out Action Items and Daily Itineraries
Review Backlog and Respond where Appropriate
Flag Urgent Emails
Create Email Alerts for Important Emails
Research
TRAVEL MANAGEMENT
Organize Travel Arrangements
Car Rental
Arrange Uber, Cabs, Train Pickup
Research and Book Flights
Hotel Reservations
Book Conference & Meeting Rooms
Restaurants Reservation
DISCLAIMER: PDP Paralegal Document Preparer is NOT an ATTORNEY and is prohibited from giving legal advice, explanation, opinion, or recommendation about possible legal rights, remedies, defenses, strategies, or options that an individual may have.
PRIVACY POLICY: All information received from a client is strictly confidential and is required on this questionnaire for the sole purpose of preparing documents. Our office takes every step possible to protect your privacy. The data submitted via this form is encrypted and secured using industry-standard 128-bit SSL encryption. It would only become privy to a third party if it is subpoenaed.
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