This is the “Mindset” Module Beginning Point for my Outsourced Paralegal Business Consulting Program.  My website is sort of “old school” and writing based.  I can help you build a little more sales based of a site if you want.  Click around and read our material.

– James F. Polk, Outsourced Paralegal Business Consultant

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You must strike a path and create a way of speaking within the Law Industry that grapples with the issues below if you intend to become a Self-Employed Outsourced Paralegal Business Operator.  It is important that you cultivate your mindset.  Your Clients need to know that you have their best interest in mind and are in this business for them.  This page is a set of mindset issues you must make important.  As industry participants most of us have been thinking subjectively.  When we detach and take a view of the market and overarching issues, we begin to think objectively.  So many people in the Law Industry overall believe non-truths about the Outsourced Paralegal Industry.  Click Here to download our one-page article “How a Law Service Works”.

There are times when the way we have thought as Subjective Industry Participants has coincided with and has differed from the ways in which we must begin to think as Objective Industry Business Operators.

  • You have known that there are people who are self-employed as Paralegals.
  • You know that a Paralegal cannot work with a Client apart from doing the work that the Attorney who is representing the Client has the Paralegal do.
  • You have known that Paralegals are not to engage in Running & Capping.
  • Now what does it mean when we say, “You can market for Clients as an Outsourced Paralegal Law Service Business”?
    • There are some key issues every Paralegal Business Operator needs to be aware of:
      • Running & Capping by marketing for Clients as a Paralegal.
      • Committing Acts of Unauthorized Practice of Law by not having an Employing Attorney.
      • Establishing an Attorney/Client Relationship as a Non-Lawyer.
    • You can abide by the law by following these principles:
      • You are first engaged in the Business of Marketing for Clients with legal issues who want to hire an Attorney, but who want to use you for the Attorney’s Lower Priced Outsourced Paralegal Hours so they can save money.
      • Then after you introduce a Client to an Attorney whom they hire, you become engaged in Outsourced Paralegal Work.
      • IT IS THE ORDER OF CONTRACTING THAT IS IMPORTANT.  You are first marketing with the explanation that the work you are going to be doing for the Client is the Paralegal Work their Attorney orders.  You become the Paralegal only once the Client hires the Attorney.  You can also form a marketing and separate paralegal business and even make a 3rd business the parent company of both.  It all depends on how you want to do business.  Business Trusts are easily formed for these purposes.  If you do it this way you advertise that you are a marketing company who refers people to Attorneys who only charge $150/hr. for Paralegal Hours or whatever you have arranged.      
      • Remember you are helping your Clients with legal issues save money &/or helping them by having a niche focus.
      • Remember that you are bringing new Clients to Attorneys so they can offer to be the Client’s Attorney if they decide and that you are helping a Client hire an Excellent Attorney.
      • Remember that you are SAVING YOUR CLIENT ATTORNEY MONEY ON MARKETING!
      • Remember that you are not giving legal advice, nor representing anybody.
      • Remember that you are being directed and supervised by your Client Attorney only, and are standing on your Natural Right of Association and Right to Contract.
      • Remember that you are standing on the principle of Ratification.  When the Attorney is hired by the Client with the legal issue, they then ratify any initial work that you did on the file.  You do not give the work directly to the Client with the legal issue nor do you file it anywhere before directed to by the Attorney. 
      • This is our Article on the American Bar Association Guidelines for use of Paralegals and Apex’s Business Practices.

You can do this even if you yourself have not gone through Paralegal Training if you use Employee &/or Sub-Contractor Paralegals.  There is a 100% lawful way of  being a Self-Employed Paralegal in  every State for the most part.  You have to pick a way of doing business after satisfying yourself as to the issues involved.  Become comfortable and familiar with the LEGAL CONCEPTS ABOVE THAT AT FIRST SEEM TO BE CONTRADICTORY, BUT ARE NOT AT ALL.  This new way of thinking has to be the base calculus of your new mindset and you have to become very confident in it.  Do not allow people to cause you to second guess yourself because they are not self-employed and have not dug deeper into the issues than early training warnings against UPL and Running & Capping etc.

THIS IS REALLY THE KEY TO THIS WHOLE BUSINESS.  YOU FIND ATTORNEY CLIENTS WHO MIGHT USE YOU FOR DIRECT WORK THEY NEED BECAUSE YOU BRING THEM PEOPLE WHO WANT TO HIRE THEM.  YOU CHARGE THE ATTORNEY ONE RATE (LOWER – ex. Apex Law Service:$100/hr.) FOR BUSINESS THEY BRING YOU AND YOU CHARGE CLIENTS WITH LEGAL ISSUES WHO YOU FIND ANOTHER RATE (HIGHER – ex. Apex Law Service: $150/hr.).  

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