From the desk of the Full Service VA…

As a virtual paralegal running a full-service virtual assistance firm, there are many obstacles I’ve encountered when it comes to effectively managing my time. For several months now, ClientSpot has helped me better organize my multi-VA firm – our clients, subcontractors, time-tracking and multiple projects.

Organization is always at the top of my list. I like to be able to grab all of my client’s information quickly and get to work on their projects. I also need to keep track of how much time I’m working on each task in the project in order to invoice correctly.

Previously I was using multiple programs to get this done. Having to open different files, emails, and sites to get all the information for one project and keep track of everything. But no longer! ClientSpot is my one location to keep everything I need.

Once I create a project, I can add tasks, files and comments as I work to get the project completed. If it is a project that requires a lot of interaction from the client or with a subcontractor, then I can add them to ClientSpot as a user. Clients can upload files to the project, and I can create tasks and assign them to subcontractors with a due date right for all of us.

I no longer have to go back and forth in my emails searching for information from my clients. By adding them as a user, they can comment on their projects directly in ClientSpot. I open one program and have literally everything I need to get to work.

Now that I can grab everything quickly I can add more projects to my day. It’s amazing how much time you spend looking for all of this information. Especially when you’re working on multiple projects at any given time. Hours a week spent pulling up all of this information can now be spent on new clients and new projects for current clients. ClientSpot can definitely add more hours to your day!

Check out this video tour of ClientSpot.