Virtual Office Checklist

Below is a checklist of software, hardware, and services to equip virtual offices.  Whether replacing or supplementing a physical office, virtual offices will continue to be popular after the Coronavirus Pandemic. Use the following checklist to assure a success practice whether you work at an office, home, or on the road. For tips about operating a virtual office, read a case study and articles about apps for working remotelydeciding to work remotelyethically practicing in place and how to work remotelyFor in-depth study, read the ABA's book about Virtually Practicing Law

SOFTWARE

Office Productivity (e.g. Office365 or Google Workspace)

Phone (e.g. RingCentral or Skype)

Conferencing (e.g. Microsoft Teams, Google Meet, or Zoom)

Practice Management (e.g. Clio Manage, MyCase, Practice Panther, and Rocket Matter)

Client Relationship (e.g. Aptivo, Clio Grow, Salesforce, or Zoho CRM)

PDF Creators (e.g. Adobe Acrobat or FoxIt)

Pasword Manager (e.g. Dashlane or Last Pass) 

Reputation Management (e.g. Birdseye or Podium)

Employee Incentives (e.g. Bonusly)

Bookkeeping (e.g. QuickBooks and ZipBooks)

Social Media Management (e.g. Hootsuite or Sprout)

Email Marketing (e.g. Constant Contact or Mailchimp)

HARDWARE

Laptop (e.g. Apple Mac Book Pro, Dell Latitude or Microsoft Surface Pro)

Docking Station

External Monitors

Peripherals (e.g. wireless keyboard and wireless mouse)

Accessories (e.g. headset, microphone and speakers

Scanner (e.g. Fujitsu or ScanSnap)

Shredder

SERVICES

Virtual receptionists

Virtual assistants 



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