Clio
Courtney Hanson-Miller
American Fork,UT
Summary
Experienced paralegal with 4 years in the legal field, skilled in document retention and client information management. Focused on transitioning to online-based solutions. A strong communicator, detail-oriented, and analytical thinker. Capable of effectively supporting attorneys and contributing to the success of legal cases. Proficient in drafting and preparing estate planning and business formation documents, as well as converting document retention and client information to online-based solutions.
Overview
9
9
years of professional experience
Work History
Paralegal
Seal & Kennedy
01.2021 - Current
- Assist in preparing legal documents, including estate planning, business planning, contracts, and administration, ensuring all are accurate and complete.
- Implemented a digital filing system, significantly reducing document retrieval time and enhancing overall office productivity.
- Streamlined client intake procedures, resulting in more efficient case management and improved client satisfaction rates.
- Facilitated effective communication between attorneys, clients, and court personnel, ensuring smooth progression of legal proceedings.
Legal Assistant
York Howell & Guymon
01.2020 - 01.2021
- Meticulously prepared legal documents, including estate plans and contracts, ensuring accuracy and compliance with legal standards.
- Handled office scheduling and made notes for deadlines, motions, and other important dates.
- Managed accounts and client records of clients, observing confidentiality, and extreme discretion.
- Managed high-volume caseloads effectively, consistently meeting tight deadlines while maintaining exceptional attention to detail.
Merchant Support Representative
Progressive Leasing
01.2019 - 12.2019
- Responded to customer requests for products, services, and company information.
- Delivered exceptional customer service to every customer by leveraging extensive knowledge of products and services and creating welcoming, positive experiences.
- Answered customer telephone calls promptly to avoid on-hold wait times.
- Investigated and resolved accounting, service and delivery concerns.
Account Manager
Home Base Appraisal Management
01.2016 - 01.2018
- Maintained current knowledge of evolving changes in marketplace.
- Developed and maintained strong working relationships with professionals within assigned territory.
- Built relationships with customers and community to promote long term business growth.
- Recorded accurate and efficient records in customer database.
Education
Certificate - Paralegal Studies
Advanced Center For Legal Studies
07-2024
High School Diploma -
Great Oak High School
Temecula, CA06-2016
Skills
- Case file organization
- Legal research skills
- Client communication
- Proficient in MS Office
- Notary public
- Financial and estate planning
- Calendar oversight
- Order and request filing
- Database management
- Fast learner
- Client billing
- Legal/Court processes
Paralegal Memberships
- National Federation of Paralegal Associations, 01/2021, Present
- Rocky Mountain Paralegal Association, 01/2021, Present
Software
LawPay
MyCase
Timeline
Paralegal
Seal & Kennedy
01.2021 - Current
Legal Assistant
York Howell & Guymon
01.2020 - 01.2021
Merchant Support Representative
Progressive Leasing
01.2019 - 12.2019
Account Manager
Home Base Appraisal Management
01.2016 - 01.2018
Certificate - Paralegal Studies
Advanced Center For Legal Studies
High School Diploma -
Great Oak High School
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