Frequently Asked Questions

Yes! If you refer a new client to Equivity, you’ll receive a $150 discount on the following month’s subscription once they sign up and mention your referral. Just email your Client Experience Manager (CEM) with the referral details, and we’ll take care of the rest.

Absolutely. We conduct a rigorous screening process, which includes a resume review, a detailed experience questionnaire, two rounds of interviews, reference checks, and a background check.

Our assistants are specialists, not generalists. We hire experienced professionals in fields like marketing, administration, and paralegal services. All our virtual assistants hold bachelor’s degrees from accredited universities.

Subscription fees are automatically charged to the credit card on file. You can update your payment details anytime through your account settings.

Your subscription begins once you’ve opened an account, selected a subscription plan, and successfully processed payment via a credit card on file. For most services, subscriptions automatically renew on the last day of each period unless you notify us of your intent to terminate before the renewal date. Once charged, subscription fees are non-refundable. 

Yes, annual plans are available for administrative, marketing, paralegal, and receptionist services.

No, we only work with licensed attorneys.

We assess your needs and match you with a paralegal whose experience aligns with your requirements. You’ll have the opportunity to review their bio and schedule an interview.

Our paralegals typically stay with Equivity for over a year, and many work with the same clients for multiple years.

We offer a five-hour plan for $299/month, which you can use to evaluate the paralegal’s performance before committing to a larger plan.

Our paralegals are experienced in your practice area. However, if your office has specific procedures, the paralegal will log the hours required for this training.

Equivity provides Microsoft Office for document sharing via OneDrive or SharePoint. For specialized tools, such as Clio or Westlaw, you’ll need to provide access.

Equivity’s paralegals have years of experience in their field and have been thoroughly vetted. Our plans are scalable, and we handle everything from payroll taxes to workers’ compensation to background checks.

We work within your existing systems, as we don’t provide systems for client use. This approach ensures you retain full ownership and control over the tools used to manage your business. Many clients find that providing an internal email address simplifies access. We also use LastPass for secure password sharing.

We can help! Describe your needs (e.g., the number of blog posts, social media updates), and we’ll recommend a subscription plan that fits.

Yes, you can adjust your plan at any time. Just let your Client Experience Manager know, and they’ll make the change.

No, there’s no extra fee as long as the new user is part of the account owner’s business and meets the eligibility requirements for their own plan under our Terms of Use. Just inform your virtual assistant of the new user.

We offer virtual executive assistants, personal assistants, human resources assistants, project managers, real estate assistants, brokerage assistants, and bookkeeping assistants.

We work within your existing systems, as we don’t provide systems for client use. This approach ensures you retain full ownership and control over the tools used to manage your business. Many clients find that providing an internal email address simplifies access. We also use LastPass for secure password sharing.

Yes, you can adjust your plan anytime. Simply let your Client Experience Manager know, and they’ll handle the changes for you.

No, there’s no extra fee as long as the new user is part of the account owner’s business and meets the eligibility requirements for their own plan under our Terms of Use. Just inform your virtual assistant of the new user.

Our Virtual Assistants can help with projects across administrative, marketing, and paralegal services, including tasks like transcription, branding, blog writing, and CRM clean-up.

Turnaround time depends on your project’s complexity and deadlines. You’ll work directly with your VA to ensure timely completion.

Yes! You’ll receive 20% off your first month when you switch to a monthly plan after finishing a one-time project.

After you complete the intake form and provide call-handling instructions, we’ll set up your account. Our receptionists will greet callers professionally, following your specific preferences. Depending on your plan, they can take messages, transfer calls, and answer FAQs, all available 24/7. After each call, you’ll receive a detailed summary via email or SMS with the caller’s name, number, and reason for calling.

Our virtual receptionists are available around the clock, 24/7/365. Whether you need daytime coverage, backup for missed calls, or after-hours support, we’re here to assist based on your requirements.

Receptionists follow your instructions from the intake form, ensuring that calls are handled in line with your preferences.

Yes! Simply forward your calls to the number provided on your intake form to continue using your current business number with our receptionist services.

Sales tax may apply based on your location.

Yes, some actions incur extra fees:

• Adjustments to call scripts, handling processes, or on-call schedules count as one call.
• Follow-up or outbound calls, re-paging/texting, patching/transfers, and courtesy calls (billed as inbound calls).
• Overage charges for minutes beyond your base plan, reflected in your next invoice.
• An unscheduled closing fee of $50–$200 per location if your office closes without 3 business days’ notice.

Unused minutes do not roll over; each month’s minutes reset at the start of a new cycle.

Call durations are rounded up to the next minute.

Yes, we can provide a dedicated business number for $4.99–$10 per month. We’ll aim for your preferred area code, though availability may vary. The number can be transferred to you upon cancellation if monthly fees are paid.

Your plan renews monthly on the same date. For downgrades, notify Equivity at least one business day before renewal. Downgrades take effect in the next cycle, but upgrades can be requested within three days after renewal.

We offer a faster, more flexible hiring process, letting you tailor your workforce with ease.

A refundable $1,000 deposit per position is required, credited toward your first month if the candidate matches the job scope.

Staff follow a set schedule based on the plan’s hours (e.g., 4 hours daily for 80-hour plans), even without assigned work. Hours renew sooner in months with more than 20 business days. Pre-approved days off are not deducted.

Hour blocks renew when the remaining hours only cover one or two more days of work, based on the employee’s regular schedule. In longer months, hours may be used up faster, leading to earlier renewal.

Nearshore staffing observes eight U.S. holidays: New Year’s, Presidents Day, Martin Luther King Jr. Day, Memorial Day, Independence Day, Labor Day, Thanksgiving, and Christmas. Hours are deducted at the daily rate on these days, though VAs won’t work.

No, our staffing services are exclusively remote.

No overhead concerns are necessary. We handle management and support, so you can focus on your business.