The project management funnel comprises several key sections:
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Project Assignment: Attorneys assign tasks to virtual paralegals, providing clear instructions, deadlines, and expectations.
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Task Review: Virtual paralegals review assigned tasks, ensuring understanding of requirements and associated documents.
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Task Breakdown: Tasks are broken down into actionable steps, creating a detailed plan or checklist for execution.
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Research & Preparation: Virtual paralegals conduct research and gather information as needed to complete tasks effectively.
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Execution: Assigned tasks are executed according to the established plan, with communication maintained with the attorney.
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Quality Assurance: Upon completion, virtual paralegals conduct thorough reviews to ensure accuracy and adherence to instructions.
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Feedback & Revisions: Completed work is submitted for attorney review, with any requested revisions promptly addressed.
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Finalization & Approval: Once approved, remaining details are finalized for submission or delivery to the client.
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Documentation & Closure: Completed projects are documented, including notes and revisions, for record-keeping purposes.
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Client Communication: Virtual paralegals may communicate with clients regarding project status, updates, and ensuring expectations are met.