Case Study: Julie Shore
Julie reached out to BELAY for help with her calendar, email, travel, expense reporting, proofing and editing to support their team.
At The Million Dollar Solution, Julie and her team are often asked to help find staff for elder law attorneys – but Julie says they are steering away from paralegals because of the cost.
She also explained that paralegals’ schedules are typically a mess so staying on top of appointments becomes a big issue when meeting new clients.
Julie said that her BELAY Bookkeeper, Sarah, picked up immediately on the processes set in place by the former bookkeeper. Any challenges or road bumps they’ve hit, they have worked through them together.
She also has a Virtual Assistant, Chris, who has done the majority of the major tasks Julie needed help with, including email triage, calendar, travel and event planning, meeting prep, and more.
Julie described Chris as her ‘saving grace’ and is truly one of their team members.
“Our BELAY Virtual Assistant is wonderful with our members, and our BELAY Bookkeeper is readily accessible – and it is a load off my mind to no longer have to handle the day-to-day in Quickbooks or payroll.
“They were willing to and jumped in immediately as part of our team.”
And to anyone considering using BELAY, Julie says, “Do it. It’s worth the time, energy and cost to find a quality solution quickly!”
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