Managing Paralegals with Julia Taylor

Podcast: Play in new window | Download (Duration: 19:38 — 18.0MB)

In this episode, Alay and Julia discuss:

Preparing the attorney to work with a virtual paralegal.
Hiring someone who understands your practice area.
Properly utilizing tools and technology.
Mistakes made in delegation.

Key Takeaways:

There are many tools, such as Otter, Loom, or Office 365, that can help to improve employee training and management.
If you run a bankruptcy firm, hiring a paralegal who has only worked in a different area may not be the best option for fast training.
Writing down tasks doesn’t need to be fancy – it can be a Word doc or a notebook as you figure out what you want to delegate.
Even if you don’t run a litigation firm, you should run your firm with a deadline focus so everyone is on the same page as to expectations.

Tweetable Moments:

“Get really clear about what you need from your paralegal and other roles you’re going to outsource.” — Julia Taylor
“It’s really about getting to know your client, getting to know your team, and matching them with people that are going to strengthen their skill sets.” — Julia Taylor
“Delegation is a little bit of a science and a little bit of an art. It’s one of those skills we can all get better at over time.” — Alay Yajnik
“Set realistic expectations, not just for yourself, but for your team.” — Julia Taylor

About Julia Taylor:

Julia Taylor is the owner and managing paralegal of LevLegal, LLC, and one of the Co-Founders of Hirics, LLC. Although LevLegal started out as a virtual paralegal business, it has quickly turned into a one-stop shop for attorneys and law firms looking to start up or reinvent their practices. Julia and her team now provide virtual paralegal/assistant, Virtual Firm Administrator/Business Manager, operations/software consulting, and staff training for law firm clients nationwide.

Julia dedicates her time to helping her clients streamline office processes, train staff, reduce overhead, and properly outsource their needs so that they can focus more on actually practicing law. She also manages a team of dedicated and experienced paralegals who serve LevLegal clients in various practice areas throughout the country.

In her capacity as co-owner of Hirics, a nationwide recruiting firm that has broken the traditional recruiting model, Julia helps her law firm clients find top talent from file clerks to lateral partners by leveraging technology, building intimate relationships with decision-makers, and reducing recruiting fees so that recruiting is a service available to law firms of all sizes and revenue levels.