Free document template
Set the assistant's task list and account authority
Inbox support, calendar work and document preparation can involve different levels of access and discretion. This PDF and DOCX sample helps a virtual assistant describe the tasks and decisions being delegated. It is an attorney-review outline and does not determine worker classification or grant access by itself.
This is a sample, not legal advice. Have a qualified attorney in your state review any contract before you use it.
Inside the downloadable sample
- Task catalog and excluded decisions
- Availability and request priorities
- Account access and security responsibilities
- Approvals for messages and transactions
- Work allocation, charges and expenses
- Handover and revoking access
The PDF and editable DOCX contain the sample clauses and blank agreement fields. Microtra does not generate contracts.
How to use the template.
- Write a task catalog and mark actions that require a separate approval.
- Agree on working windows and secure access arrangements without inserting real credentials into the sample.
- Have a qualified attorney in your state review authority, confidentiality and relationship terms.
- Retain the reviewed agreement with the task list and use a documented handover when services end.
Useful answers.
Should an assistant be allowed to send every draft without review?
Choose approval boundaries by task. Formatting a draft and sending a message that commits the client to something are different actions; counsel can help define the authority being granted.
How should unused hours in a service block be addressed?
Discuss the actual allocation model and record the intended treatment before sale. Leave rollover, expiration or refund provisions to an attorney's review rather than copying an arbitrary policy.
Does calling someone a contractor settle their classification?
No. The sample does not decide the legal relationship. Ask qualified counsel about the proposed arrangement and the documents appropriate to how the work will actually be performed.
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