Managed Services Agreement

Dear

First and foremost, we would like to express our heartfelt gratitude for choosing Attorney Assistant for your virtual assistant staffing needs. We deeply value the trust you have placed in us and are committed to providing you with a seamless and satisfactory experience. Our mission is to streamline your operations, allowing you to focus on what matters most to your business.

What You Can Expect From Us:

Unique 60-Day Guarantee:

We take immense pride in being the only staffing company that offers a 60-day guarantee for both the right fit and the right results. Should you feel, within the initial 60 days, that the VA we’ve paired you with isn’t the right fit, you have the full liberty to back out of the contract. Our dedication goes beyond just pairing – if you’re not observing measurable results, we will pause your fees and work diligently, at no extra charge, until we find you the ideal match. We are so confident in our ability to match you with the right person that we stand by this guarantee firmly.

Our 12-Month Commitment:

We care deeply for the professionals we place. To us, job security is paramount. The best talents are drawn to opportunities where they feel a sense of stability and longevity. By asking for an annual commitment from you, we ensure both job security for our VAs and a consistent, high-quality service for you. Our competitors might lure you with short-term deals, but their higher VA churn rates reflect the impermanence of such agreements. With less than 10% turnover rate (5% from the Philippines and less than 15% for Central South America), we source individuals who are not just talented but also looking for a long-term commitment.

Opt-Out and Cancellation Policy:

Our contract offers a 60-day opt-out provision. This means that if you wish to terminate our services after the 60-day period, a 30-day notice is required. For instance, if a decision to end the contract is made on day 90, the contract would effectively conclude after 120 days (90 days plus the 30-day notice period).

Thank you for your trust and partnership. We look forward to a fruitful collaboration!

Warm Regards,

The Attorney Assistant Team

MANAGED SERVICES AGREEMENT

Effective Date: Company: Attorney Assistant LLC Client: Party/Parties: Company & Client are referred to herein as a “Party” and, together, the “Parties.”

Pricing Table

Trulli

How many VAs would you like to start with (you can always increase this in the future)? *Must keep 2+ IAs staffed for at least 3 months to keep preferred rate

NEXT STEPS & ONBOARDING

  1. Signing and Billing: Upon agreeing to this contract, you will sign the agreement and receive a payment link for our $500 Billing Setup Deposit ($500 will be credited on your first bill)
  2. Onboarding: Once you pay your $500 deposit, an onboarding link will be provided via email to schedule your Pre-Go-Live Call.
  3. Go-Live: The official start with your VA will be marked by the Go-Live Call, where your VA will be introduced to your team. This is when your monthly billing starts.

A Note on Preferences: There’s no need to inform us about language preferences or specific tasks for your VA at this juncture. If these details aren’t finalized by the end of the sales process, they’ll be addressed and clarified during the Pre-Go Live call.

Trulli

Article II: Term and Termination

2.1 Term

The term of this Agreement shall begin on ___________ and end one (1) year thereafter.

2.2 Termination

  • Within the first 60 days from the go-live date of the initial Virtual Assistants, the Client is free to opt out immediately. Client will only be charged for any time they had a VA staffed for. Beyond the 60 days, Client may terminate this contract by providing 30 days notice for cancellation and will be billed for the final month on the day the cancellation notice is received, which is also the day the VA will be released. Termination at any time requires the scheduling of an offboarding/feedback discussion.

2.3 Renewal

  • This Agreement will renew automatically at the end of the current contract term. Upon renewal, the rate will be adjusted to reflect an 8% annual increase, which accounts for Virtual Assistant salary adjustments.

Article III: Services Provided

Attorney Assistant (hereafter referred to as “the Company”) agrees to provide virtual assistant (VA) services to the Client. The Virtual Assistant will work a standard 40-hour workweek and will be dedicated exclusively to the Client’s law firm.

3.1 Talent Sourcing and Placement

  • The Company will identify and manage qualified Virtual Assistants (VAs) to support the Client’s law firm.
  • The VAs provided will possess the skill sets that align with the Client’s chosen service category.
  • The Company has the final say in VA placement but will aim to match the Client’s requirements closely.

3.2 VA Management

  • Training
    • Basic, task-specific training for VAs is provided by the Company. No warranties on work quality are offered.
  • The Client will handle specialized job training, including firm’s specific tools, legal procedures, phone scripts, workflows, and processes.

3.3 Task Delegation

  • The Client can delegate tasks that align with the VA’s job description.
  • Performance management is conducted by the Company, with feedback channeled through the Client Success team.

3.4 Performance Corrections

  • The Client can correct work errors but must inform the Company. This ensures the Company can aid in corrective measures.
  • Beyond performance issues, the Company retains the right to manage all other work-related issues concerning the VAs.

3.5 Removal and Replacement

  • The Client may request VA replacement within reason. A “roll off” meeting will be held to determine whether issues can be resolved through coaching.

3.6 Weekly VA Hours

  • VAs are expected to work up to 40 hours a week, monitored by Time Doctor.
  • Hours beyond 40 will result in a true-up bill from the Company.
  • Extended hours require a mutual agreement between the Client and the VA.
  • Overtime is billed at $20 an hour.

3.7 VA Resignation

  • The Client will be informed within two business days of a VA’s resignation and a replacement will be provided.

3.8 Work Hours

  • VAs will work a 40-hour week during hours defined by the Client, considering time-zone differences.
  • Break and lunch periods should be reasonable, e.g., one hour for lunch and a 15-minute break in an 8-hour shift.

3.9 VA Holiday Schedule

  • Six U.S. holidays will be paid holidays for the VAs.
  • Additional observed U.S. holidays are at the Client’s discretion.
  • Foreign holidays are not paid by the Client.

3.10 VA Personal Leave

  • VAs are allowed 10 days of personal time off per year, effective after the 60-day opt-out period.

3.11 VA Payment & Billing

  • The Company manages VA payments. The Client is billed monthly for VA services.

3.12 Contractual Relations

  • No Direct Contract
    • The Client cannot directly hire or reassign VAs; all changes must go through the Company.

3.13 Contract Buy-Out

  • A $20,000 fee per VA is required for the Client to hire a VA directly.

3.14 Non-Solicitation

  • The Client is prohibited from hiring VAs within one year after the termination of this agreement unless a buy-out occurs.

Article IV: Billing Cycle

4.1 Billing Cycle

  • Client’s first billing cycle starts on the day of their go-live meeting with their VA(s). Client is required to pay the Billing Setup Deposit ($500) prior to services commencing.
  • The Company sets the monthly billing date, and payments must be made in advance for each service month.
  • Client’s monthly billing date will be set by the Company.

4.2 Late Fees & Grace Period:

  • A $250.00 late fee is applied if payment is not received within 14 days after the billing date.

4.3 Credit Card or ACH Authorization:

  • A 3% processing fee applies for credit card payments. For ACH payments, no processing fee will be applied.
  • Client authorizes the Company to store and charge the payment method for ongoing services.

4.4 Suspension & Reinstatement of Services

  • Suspension: Services will be suspended if payment is not received within 14 days of the billing date.
  • Payment During Suspension: Client authorizes the Company to charge for the virtual assistants’ earned wages during the 14 days prior to service suspension.
  • Reinstatement: A $500 reinstatement fee is required if the Company chooses to reactivate a suspended account.

Article V: Client Obligations

5.1 Onboarding

  • Client must complete all onboarding requirements within 24 hours to avoid delays in VA deployment.

5.2 Training

  • Task-specific training must be provided by the Client to the assigned virtual assistant.

5.3 Digital licenses and equipment

  • Client is responsible for providing the necessary user licenses, logins, and other software needed for the VA to perform tasks.

5.4 Physical equipment

  • Company responsible for ensuring that VA candidates have basic internet access and equipment to be able to perform the task prior to recommendation to client. If Client requires special equipment (i.e. second screen), then Client will be responsible for paying for said equipment.

5.5 Privacy & Security

  • In addition to the standard confidentiality and privacy notice virtual assistants sign with respect to their assignment to work at Client’s law firm, should Client require specific VPN restrictions, further clearance licenses, and/or any other privacy requirements as determined by Client, all related expenses are to be paid by Client directly.

5.6. Legal Malpractice Coverage

  • The Client will maintain and provide malpractice coverage for all Virtual assistants, indemnifying the Company against any related claims.

5.7 Communication & Feedback

  • The Client is expected to provide constructive feedback about the virtual assistant’s performance. Task-specific corrections are the Client’s responsibility, whereas behavioral issues are managed by the Company.

5.8 Overtime Policy

  • Overtime will be billed at an extra rate, up to $20 per hour, at the Company’s discretion. Company will provide notice to client on weekly basis of any VAs provided by Company to Client that have gone over 40 hours on a given week.

Article VI: Other

6.1 Insurance

  • Company agrees to keep in place and make available for inspection a copy of Company’s business liability insurance protecting against mistakes, bad acts, error and omissions. Client acknowledges that any virtual assistant that is performing case work for one of Law Firm’s clients, Law Firm shall ensure that its legal malpractice insurance covers the work produced by virtual assistants placed within its firm.

6.2 Indemnity Language

  • Client agrees to indemnify, hold harmless and defend Company and its directors, officers, employees and agents from and against any action, claim, demand, or liability, including reasonable attorney’s fees and costs, arising from or relating to: (i) the negligence or willful misconduct of virtual assistants, (ii) and any allegation that the virtual assistant caused injury and/or damage to any third Person (“Person” is defined as any individual, corporation, company, partnership, government, or other entity.) Client agrees that Client shall have the right to participate in and control defense of any such claim through counsel of its own choosing at the expense of Client.
  • Virtual Assistants are contracted through the Company, meaning the Client is indemnified and held harmless of any employment/contract claims raised by a Virtual Assistant against the Company, given that the Client is in compliance with this agreement with the Company.

6.3 Waivers & Modifications

  • No modification or waiver of this Agreement shall be binding unless in writing and signed by the parties hereto. The waiver by either party of any breach by the other party of any of its obligations hereunder or the future of such party to exercise any of its rights in respect of such breach shall not be deemed to be a waiver of any subsequent breach.

6.4 No Assignment

  • This Agreement shall be binding upon and shall inure to the benefit of the parties and their successors, assigns, executors, administrators and personal representatives

6.5 Mediation Without Waiver of Right to Sue

  • It is the policy of the State of Delaware to encourage resolution of disputes through alternative dispute resolution procedures such as mediation. Any dispute between Company and Client related to this Agreement which is not resolved through informal discussion will be submitted to a mutually acceptable mediation service or provider. The parties to the mediation shall bear the mediation costs equally. This paragraph does not preclude a party from seeking equitable relief from a court of competent jurisdiction.

6.6 Severability

  • If any provision or clause of this Agreement or portion thereof, shall be held by any court of competent jurisdiction to be illegal, void or unenforceable in such jurisdiction, the remainder of such provisions shall not thereby be affected and shall be given full effect, without regard to the invalid portion.

6.7 Jurisdiction & Governance

  • Dispute Resolution
    • The Parties agree that in the event of a dispute or alleged breach of the Service Agreement, they will work together in good faith first to resolve the matter internally by negotiating between higher levels of management who have the authority to settle such controversy. If there is no resolution, the Parties will submit the dispute to binding arbitration; however, the Parties may agree to use a mutually agreed upon non-binding mediation prior to resorting to arbitration.
  • Waiver of Jury Trial.
    • THE PARTIES HEREBY WAIVE ANY RIGHT TO TRIAL BY JURY IN ANY PROCEEDING INVOLVING AN AGREEMENT RELATED DISPUTE, WHETHER NOW EXISTING OR HEREAFTER ARISING, AND WHETHER SOUNDING IN CONTRACT, TORT OR OTHERWISE.
  • Choice of Law.
    • The Service Agreement and any other agreement between the Parties is governed by Delaware law regardless of its choice of law provisions.
  • Attorney Fees; Expenses.
    • In any legal action between the Parties hereto concerning the Service Agreement, the prevailing Party will be entitled to recover reasonable attorneys’ fees and costs. Except for actions for non-payment or breach of either Party’s intellectual property rights, no action (regardless of form) arising out of the Service Agreement may be commenced by either Party more than two (2) years after the cause of action has accrued.
  • Costs.
    • If it becomes necessary for the Company to enforce the Service Agreement through an attorney, collection agency, or directly through small claims court, Client will pay all attorney’s fees, agency fees, court costs, and other collection costs, including without limitation post-judgment costs for legal services at trial and appellate levels.

By signing below, both Parties acknowledge that they have read, understood, and agree to the terms laid out in this Agreement.

By: ____________________________ Title: __________________________ Date: __________________________