Outline of My Consulting Notes!

This a growing list of items & notes to go over with Outsourced Paralegal Consulting Clients. Please feel free to read through and if anything helps you in your business GREAT! Let me know if you ever want to come aboard as a Consulting Client.

– James F. Polk, Consultant

IT IS ALWAYS A GOOD IDEA TO RETAIN THE SERVICES OF A LICENSED BUSINESS ADVISING ATTORNEY. CLICK HERE IF YOU WOULD LIKE TO BE CONTACTED ABOUT ALTERNATE ROUTES TO OBTAINING LEGAL SERVICES.
(CLICK HERE FOR A WHOLE PAGE ABOUT THIS TOPIC) – How Paralegal Sub-Contracting Works
- The main universal and easiest way to market is to not use the word “Paralegal” as a title, but to call yourself a “Law Service” or something to that effect and to then explain that you “connect Clients with Attorneys who then use your Law Service to do their Outsourced Paralegal Work”. This allows you to quickly explain the basic relationship between the parties of a transaction.
- The principle is that you are first a marketer who finds Clients with legal issues whom you can connect to your Attorney Clients who need New Clients. The Attorneys first agree to use you for most of the Paralegal Hours for that case.
(CLICK HERE FOR A WHOLE PAGE ABOUT THIS TOPIC) – One Niche, Botique or General?
(CLICK HERE FOR A WHOLE PAGE ABOUT THIS TOPIC) – Mindset
- A Sale is: 1. Transfer of Energy, 2. Transfer of Vision, 3. Transfer of Trust
- This Nike YouTube video is great. It is not the entirety of our Mindset training, but it is great.
- Spend your time and the energy of the life of your mind with people involved in our general industry and who are self-employed rather than allowing your friends and family to pull you down into their way of thinking as wage slaves etc. Build momentum behind your success so your friends and family can be just that, your friends and family.
- Current Situation + (Plan x Daily Execution of Plan) to the exponent of Time = Dream = C+(P+D) * T = D
Daily Schedule & Activities
Website – (we sell a $1300 WordPress Package and have hosting for $35 via DocupletionForms.com James Polk also controls DocupletionForms as the Trustee of Centinel Trust.)
Work Space: Setting up a Home Office for your Paralegal Team but meeting with Clients at a “Virtual Office“.
(CLICK HERE FOR A WHOLE PAGE ABOUT THIS TOPIC) – Other Online Platform Memberships
Law Review Journals & eBooks on – Expert Law Systems — Technology — Related Issues (my book in the works).
Training Programs: Paralegal411.org has a list of something like 916 US Paralegal Programs.
Certifications you hold if any. Definitely think about the NALA CP Designation!
Experience can come from anything related to law like Real Estate and Mortgage and you can then hire Paralegal Employees to do the work your Attorney Clients need done.
Bonding & Insurance (SimpleBond & BizInsure are both great. SimpleBond is not in all 50 States.)
Business Registrations & Licenses etc.
Supplies: Computer, Printer, Toner, Paper, Folders, etc.
PBX: MyRealMobile.com is an online PBX for under $30 Monthly (SIP Ghostringing is a VOIP Issue, research it and set your port settings, you will figure it out).
Employees or Sub-Contractors
Other Professionals you need to work with: Process Servers, Notaries, Couriers etc.
(CLICK HERE FOR A WHOLE PAGE ABOUT THIS TOPIC) – Marketing/SEO/Advertising/Networking
- Make your copy inquisitive. Each step, each element should contain: Hook, Story & Offer.
(CLICK HERE FOR A WHOLE PAGE ABOUT THIS TOPIC) – Other Services you might also decide to offer
Community Involvement as a Professional. I have a model project you can help a Community Group implement as their own Project to Help Kids on Juvenile Probation to complete their Court Ordered Community Service Hours.
Professional Associations. You can Join NAOLDP for FREE!