This capability provides a remote Virtual Assistant coverage of basic admin tasks

In essence, similar to a personal assistant, this service lets you leverage an actual Virtual Assistant to address your daily routine and office minutiae associated with running your business.

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Email and Calendar Management

Database Management

Process Management

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Virtual Receptionist

Manages your appointments, follow-ups, reminders, meetings, books travel arrangements, and keeps you up-to-date with your daily schedule.
Designs and maintains a filing system for your business. VR also keeps your databases and reports continuously updated with new updates and information.
Answers the inbound calls and routes calls to the correct person or takes a message. Provides quick answers to inquiries to minimize call transfers and keeps your away from unnecessary distractions.
Handles all customer inquiries and performs customer touchbacks to up-sell new products, services, or features.

Virtual Secretary

Manages your appointments, follow-ups, reminders, meetings, books travel arrangements, and keeps you up-to-date with your daily schedule.
Functions as a documentation custodian by creating, filing, and retrieving corporate records, documents, and reports. Also can perform meeting duties, i.e., taking minutes and liaising between you and your team.
Answers the inbound calls and routes calls to the correct person or takes a message. Provides quick answers to inquiries to minimize call transfers and keeps your away from unnecessary distractions.
Handles all customer inquiries and performs customer touchbacks to up-sell new products, services, or features.

Virtual Legal Assistant

Manages your appointments, follow-ups, reminders, meetings, books travel arrangements, and keeps you up-to-date with your daily schedule.
Functions as a documentation custodian by creating, filing, and retrieving corporate records, documents, and reports. Trainable for using the legal databases and software (e.g., FileVine, Clio, LexisNexis, etc.)

Also can perform meeting duties, i.e., taking minutes and liaising between you and your team.

On standby to take and make calls to potential clients, collect case particulars and related details, open the case in a system, send forms and documents to new clients, assistance with scheduling of depositions, sending out notices.
Answers the inbound calls and routes calls to the correct person or takes a message. Provides quick answers to inquiries to minimize call transfers and keeps your away from unnecessary distractions.
You can assign your Virtual Assistant to provide a remote coverage for your business even after business hours.

Executive Virtual Assistant

Our ultimate VA package provides a complete solution for multiple business needs: Prospecting, Administrative, or Marketing. This is a tailor fit for managing your tasks in consolidated approach or more commonly known as a one-stop source.

Loan Processor Assistant

Our VAs are able to perform the activities related to this entry-level work. The activities consist of gathering and/or ordering supporting documents, reviewing files and associated paperwork, order verifications and more tasks needed to prepare mortgage loan documentations for underwriting and closing.

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