Summary
Overview
Work History
Education
Skills
References
Timeline
Generic

Carlee Rose

Broussard

Summary

Dedicated litigation paralegal and legal assistant skilled in streamlining discovery processes and enhancing client relations. Proficient in case management and legal drafting for diverse practice areas, ensuring timely and effective support in high-pressure legal settings.

Overview

8
8
years of professional experience

Work History

Litigation Paralegal / Legal Assistant

NeunerPate
Lafayette
10.2023 - Current
  • Draft answers, discovery responses, motions, subpoenas, correspondence, and other litigation-related documents.
  • Assist attorneys in the defense of workers’ compensation and tort litigation matters from inception through resolution.
  • Review, analyze, and summarize medical records to evaluate treatment history, causation, damages, and exposure.
  • Prepared medical chronologies and expense summaries to support case evaluation, mediation, and trial preparation.
  • Coordinated collection of medical, employment, Social Security, and other evidentiary records to ensure comprehensive case documentation.
  • Managed litigation deadlines and scheduled depositions, hearings, mediations, independent medical examinations, and trial-related events to maintain case progression.
  • Conduct legal research utilizing Westlaw and other legal research platforms.

Legal Assistant

Hoggatt Law Group
Lafayette
05.2021 - 04.2023
  • Drafted pleadings, motions, petitions, judgments, affidavits, discovery requests, and legal correspondence.
  • Conducted legal research and factual investigations.
  • Prepared case files for hearings, mediations, depositions, and trials.
  • Supported attorneys during court proceedings involving divorces, child custody disputes, support matters, and other domestic litigation.
  • Supported attorneys in family law, estate planning, interdiction, succession, divorce, and child custody matters, contributing to case preparation and client outcomes.
  • Communicated directly with clients, courts, opposing counsel, and third-party providers.
  • Coordinated attorney calendars, court appearances, filing deadlines, and client meetings to enhance workflow and ensure timely legal representation.
  • Oversaw management of client files from intake through resolution, ensuring organization and accessibility of information for legal proceedings.
  • Prepared wills and powers of attorney, ensuring compliance with legal standards.

Patient Coordinator

Genesis Center
01.2019 - 01.2020
  • Coordinated referrals and authorizations with specialists and insurance providers, enhancing patient care continuity.
  • Verified demographic and insurance information during patient check-in and check-out, maintaining accurate records.
  • Scheduled diagnostic testing follow-up appointments and patient consultations while managing provider calendars.
  • Collected co-payments and processed patient payments according to established office procedures.
  • Communicated appointment scheduling, testing instructions, and treatment follow-up directly to patients.
  • Assisted in medical records management, ensuring compliance with confidentiality regulations.
  • Provided exceptional customer service as primary contact for patients and healthcare providers, fostering positive patient relationships.
  • Managed diverse administrative tasks in fast-paced medical office, ensuring accuracy and efficiency.

Patient Coordinator

Matrix Pulmonary
01.2019 - 12.2019
  • Coordinated referrals and authorizations with specialists and insurance providers, facilitating seamless patient care.
  • Delivered exceptional customer service as primary point of contact for patients and healthcare providers, enhancing patient experience.
  • Communicated appointment scheduling, testing instructions, and treatment follow-up to patients effectively.
  • Scheduled follow-up appointments for diagnostic testing and patient consultations while managing provider calendars.
  • Verified demographic and insurance information, ensuring accurate patient records during check-in and check-out.
  • Collected co-payments and processed payments according to established office procedures.
  • Assisted with medical records management, ensuring compliance with confidentiality regulations.
  • Managed administrative tasks in fast-paced medical office, ensuring accuracy and attention to detail.

Administrative Assistant

Beneva Lakes
01.2018 - 12.2018
  • Supported executive director in daily management of assisted living community operations.
  • Acted as primary contact for residents and families, addressing concerns and resolving complaints.
  • Coordinated new resident intake, processing applications and managing move-in logistics.
  • Verified eligibility and reviewed documentation to ensure admission compliance.
  • Managed resident registration, maintaining accurate records and files.
  • Facilitated marketing initiatives and conducted community tours, promoting services and fostering a welcoming environment for potential residents.
  • Communicated with healthcare providers, ensuring a seamless resident experience.
  • Managed multiple priorities while maintaining professionalism, confidentiality, and attention to detail in daily operations.

Education

Bachelor of General Studies - Concentration in Arts & Humanities

University of Louisiana at Lafayette

Skills

  • Litigation support
  • Tort litigation
  • Workers' compensation defense
  • Insurance defense
  • Civil litigation
  • Document review
  • Evidence management
  • Record analysis
  • Medical chronologies
  • Discovery oversight
  • Trial preparation
  • Subpoena preparation
  • Legal research with Westlaw
  • Legal drafting
  • Office Suite skills
  • Client communication

References

Professional References Available Upon Request.

Timeline

Litigation Paralegal / Legal Assistant

NeunerPate
10.2023 - Current

Legal Assistant

Hoggatt Law Group
05.2021 - 04.2023

Patient Coordinator

Genesis Center
01.2019 - 01.2020

Patient Coordinator

Matrix Pulmonary
01.2019 - 12.2019

Administrative Assistant

Beneva Lakes
01.2018 - 12.2018

Bachelor of General Studies - Concentration in Arts & Humanities

University of Louisiana at Lafayette
Carlee Rose