E-file court documents with courts across California and in various federal courts across the country
Run conflict checks and open new matters through Elite New Business Intake software.
Draft, format, proofread, revise and edit court pleadings, discovery and client letters.
Finalize and serve documents via email, mail or via electronic service providers, such as OneLegal, File&ServeXpress, Case Anywhere, and Nationwide Legal
Process Attorney expense reimbursements through Chrome River.
Run table of contents and table of authorities for memoranda of points and authorities
Prepare motion documents and exhibits for e-filing.
Schedule court reporters for depositions and court hearings.
Download and save client documents and e-filed copies of court documents.
Create sharefile links of documents to transmit large files to clients, experts, opposing counsel
Finalize and serve discovery requests and responses, including sending verifications to client via docusign
Maintain, organize and continually update electronic case files in iManage.case management system
Work with vendors to submit orders for court records, subpoenas, deposition and hearing transcripts
Calendar case deadlines using BEC/CoreRelate calendaring software, update deadlines as ordered by the court or agreed to by the parties
Schedule depositions and mediations
Legal Assistant
Law Office of Peter Flaxman
Mill Valley, CA
01.2016 - 01.2021
Draft and edit estate plan documents, including but not limited to Wills, Trusts, Advance Health Care Directives, Durable Power of Attorneys, Assignments to Trust, Certifications of Trust, client letter.
Prepare and send documents for recording to the county recorder/assessor.
Draft and edit estate accountings in Excel.
Proof and prepare legal documents and judicial council forms for filing with the court, including but not limited to Petitions for Probate.
Copy and index estate plan documents for mailing to client and for maintaining in the office file.
Scan and save documents to electronic files.
Notarize estate plan documents for clients.
Receive and circulate incoming mail to attorney and prepare mailing and shipping labels for outgoing mail.
Order office supplies and keep office supplies fully stocked.
Open new files, including drafting engagement letters, creating hard files, electronic files, updating outlook, entering client number in copy machine, entering case info into the billing system.
Enter Attorney time, office receipts, and client costs into Timeslips and prepare and mail out monthly bills to clients.
File and index client documents, regularly update client indices as documents come in.
Maintain administrative files & process vendor invoices.
Experience in probate law and estate planning.
Legal Assistant
Duane Morris LLP
San Francisco, CA
01.2010 - 01.2016
Draft, edit, file and serve legal documents including complaints, petitions, motions, client letters, subpoenas, attorney communications, discovery requests and discovery responses.
Prepare and e-file federal court documents.
Process and submit attorney travel, client development, marketing expense reports.
Schedule depositions, court hearings and meetings for attorneys; manage attorney calendars.
Receive mail for attorneys, then scan, save, circulate important case documents to case team members, calendar dates accordingly.
Coordinate flight reservations, hotel reservations, rental cars, conference rooms, for traveling attorneys.
Research and organize large cases files.
Scan important case documents and save documents to document management system.
Prepare mailing and shipping labels in order to send out daily mail.
Experience in employment law, insurance defense, fraud, bank foreclosures.
Legal Assistant
Eason & Tambornini
Sacramento, CA
01.2004 - 01.2010
Prepare, file and serve legal documents including complaints, petitions, motions, client letters, subpoenas, attorney communications, discovery requests and discovery responses.
Schedule depositions, court hearings and meetings for attorneys; manage attorney calendars.
Meet with new clients and facilitate continuing communications with clients regarding their case.
Research and organize large cases files.
Prepare and e-file bankruptcy petitions and schedules, motions etc.
Draft client invoices.
Prepare bank deposits, pay company bills, disburse client funds.
Interview and hire new employees.
Manage and direct workflow of the office.
Experience in bankruptcy, personal injury, small business disputes, breach of contract, employee rights.