
Learn How to Hire, Onboard and Work with a Paralegal to:
Get More Done with Confidence and Help More Clients!
Running a thriving, profitable Law Firm Business means having the right people handle the right tasks to service your clients. Too often owners and associate attorneys are doing too much that should really be handled by the paralegal… but the problem is the firm lacks the systems and the training to get the person up and working fast. This is where we have you covered.
Getting a Paralegal in place is VITAL —in fact, it is key for long-term success… but it is also VITAL that you provide the right structure and trainings so they can do the incredible job you need them to do. Don’t waste hours vetting and bringing on a paralegal only to lose them because it’s the wrong fit or because of poor onboarding.
Get all the tools to do it right the first time!
GET MORE DONE IN LESS TIME WITH A TRAINED PARALEGAL
Hire the Right Superstar Paralegal
Finding and hiring the right person takes work. And those hours are amplified and even scarier if you don’t know the process. Our 5 Steps to Hiring Success is your roadmap to victory!
Onboard with Ease and Confidence
Training new team members can be a daunting task! But it doesn’t have to be with our Paralegal Onboarding Blueprint! Step by step guidance with our Onboarding Agenda to set the tone and an Onboarding Checklist gets them up to speed quickly.
Give Them The Tools for Extreme Productivity
By setting clear expectations and having tools to stay focused on activities that matter, you can manage the person and know they will achieve the results desired. People want to do a great job, but they are looking to you to set that tone. We make that easy.
A Paralegal Can Reignite Your Passion for the Law and Elevate Your Success
Hiring a paralegal isn’t just about offloading work; it’s about bringing someone into the fold who shares your passion and drive.
Imagine the relief of having a skilled partner who thrives on the details—someone who dives into the paperwork and research with the same dedication you bring to the courtroom or with your clients. This isn’t just about making your life easier (though it certainly will); it’s about enhancing your ability to focus on what you do best: advocating for your clients and crafting the strategies that win cases. With a paralegal by your side, you can channel your energy into the big-picture moments that define your career, knowing that the day-to-day is in expert hands.
But more than just a colleague, a paralegal is a collaborator who shares in your victories and challenges.
They’re in the trenches with you, committed to the same outcomes, driven by the same sense of justice. This shared mission transforms your work into a true partnership, where every brief, every argument, and every late-night strategy session is a joint effort. Bringing a paralegal onto your team is more than a smart business move; it’s a way to reignite your passion for the law, knowing you have a trusted ally who’s just as invested in your success as you are.
Our Package, How to Hire, Onboard, and Work with a Paralegal,
is designed to give you the clarity to set the right expectations at the beginning and hold people to those tasks.

GET IMMEDIATE ACCESS
How to Hire, Onboard and Work with a Law Paralegal
ONLY $3000.00
How to Hire, Onboard and Work with a Paralegal
💥 Success Formula for Hiring a Paralegal
🎯 5-Step Hiring Road Map
💥 Complete Onboarding Blueprint
🎯 Operational Directive for Working with a Paralegal (Daily, Weekly, Monthly, Quarterly tasks, SOP’s, KPI’s, Productivity and Organizational Techniques are just a few of the directives taught.)
We Have Done the Hard Work for You!


Success Formula for Hiring a Paralegal
A solid working relationship starts with the right base and the right expectations! Learn the keys to success and set the tone for the right relationship. Kristen David has hired and onboarded her own paralegals in her law firm days and has helped hundreds of other firms successfully onboard supporting roles. She will guide you through what you need to know and set the right expectations for how to navigate the process.

5-Step Hiring Road Map
We provide you with the roadmap to attract top talent, along with key documents tailored to each of the 5 steps of the hiring process. From crafting a compelling job description to preparing interview questions, we equip you with the essential tools needed to successfully recruit the ideal candidate.

Complete Onboarding Blueprint
By streamlining the planning process, we enable you to swiftly onboard your Paralegal. They’ll hit the ground running, fully grasping your vision and understanding their role, responsibilities and how to excel as your right hand!

Working with the Paralegal (AKA – Guide to Being a Superstar Paralegal) – access available for your newly hired (or previously hired) Paralegal!
- 1. Daily/ Weekly/ Monthly and Quarterly Base Duties
- 2. KPIs, Scorecards and Bonuses
- 3. Quarterly Performance Reviews and Annual Reviews
- 4. Using Systems & Workflows to be Hyper Productive and Not Work 60+ hours a week.
- 5. Organizational Techniques for Success
- 6. Crafting Legal Strategies and Conveying it to The Team
- 7. Efficiency with Legal Pods
- 8. The Art of Delegation
- 9. Productivity and Time Entries that Convey Movement
PLUS THESE BONUSES!

30 Minute Implementation Call
With an Upleveling Your Business Coach
(Value $500 USD)
We will help you inventory what you have and set milestones to successfully use this package. Often we need to prioritize key work or elements of the Paralegal’s job to get them up and producing immediately, which is why we help you with identifying these needs and mapping a plan. Finally, we will work together to develop your plan for onboarding and working with your Paralegal.

BONUS VIDEOS!
Three Bonus Videos to Support You Immediately!
(Value $497 USD)
Building up the budget to be ready to handle a Paralegal is key to keeping your numbers balanced. Kristen David walks you through the Ladder of Growth and how to work with contract paralegals to keep you stable as you grow. These videos are super valuable in not only helping you balance your budget but giving you objective standards on when you should hire key members of your legal team.
Ever Found Yourself in This Situation?
You’ve put in the work to build strong client relationships and bring in new business, but without a paralegal to support you, you’re drowning in the day-to-day tasks, causing delays that frustrate your clients.
Or maybe you’ve successfully generated a steady stream of referrals, but now you’re struggling to keep up, and your hard-earned reputation is at risk because you’re too overwhelmed to provide the level of service your clients expect.
The success you’ve worked so hard for is slipping through your fingers because you don’t have the right support in place.
Hiring a paralegal can feel daunting, especially if you’re not sure where to start. But when you have a solid plan in place, the process becomes much more manageable.
A well-crafted job description helps you attract the right candidates, and targeted interview questions ensure you find the perfect fit for your firm. This is the cornerstone of successful hiring.
The onboarding process is crucial, yet it often gets overlooked without a clear agenda. Establishing specific milestones and deadlines ensures that your new hire integrates smoothly into your team.
Knowing exactly what your paralegal should be handling daily, weekly, monthly, and quarterly is key to managing your legal team effectively. This clarity allows you to create a productive, efficient, and profitable team that delivers results.
The good news is that it is all fixable by bringing on an Paralegal and training them well!
This is where we have you covered!

Still not sure?
Here’s Why This Package is WORTH IT!
- Enhanced Team Satisfaction: When everyone knows what they are supposed to be doing everyone can work happier and be more productive. This is vitally important when hiring for a support role like a paralegal! With clear expectations your paralegal will be a rockstar team member for the success of your firm.
- Focus on Business Growth: By delegating research and administrative tasks to your paralegal , you free up valuable time and resources to focus on growing your business and exploring new opportunities.
- Reduced Client Attrition: With a Paralegal in place you will be able to move faster and with more ease to ensure you minimize client attrition, preserving your revenue streams and fostering long-term relationships.
- Streamlined Operations: Having clarity on what your Paralegal is doing (and not doing) will streamline your legal team operations, ensuring consistency and efficiency in client service delivery.
- Competitive Advantage: Providing an exceptional hiring experiences and engaging your candidates you will set your business apart from competitors and have a greater opportunity to hire the best of the best!
Meet Your Instructor:
Kristen David, Owner Upleveling Your Business
As a young attorney, I worked 80+ hours a week to build my practice – and though I loved my work, I had no freedom.
After ten years of trying to juggle it all, I learned how to truly run my business like a business. I wrote a business plan and executed on the things that matter.
I doubled and then doubled again over 18 months as I implemented the systems in all areas of business that allowed me to regain my freedom.
When I sold my successful law practice, I began coaching and teaching lawyers across the country (and all around the world) how to build and manage their businesses while living the life they love.
Since then, I have built a business that allows me to do what I love – coaching and teaching entrepreneurs in a variety of industries. I teach them how to manage their businesses through the replicable policies and procedures that have allowed me to double my own business, multiple times, while still taking time for myself.
Nothing beats a growing, profitable business and being able to spend time connecting with friends and family, sometimes at home and sometimes while visiting places I had previously only dreamed of.
