Heather Romine

Utilizing Aderant and Intapp software programs. Job responsibilities include:

• Process conflict requests through internal and external databases, which include Aderant, Intapp, Interaction, Dun and Bradstreet, Hoovers, OneSource, Accuity and several others.
• Assign new Client and Matter numbers and File numbers for billing and filing purposes.
• Process Engagement Letters by creating a file, scanning and profiling them in database iMangage Desksite.
• Train new staff members and new Attorneys on New Business Intake procedures.
• Creating training manuals in Word or Power Point.
• Responsible for printing, distributing and processing Departing Attorney Reports.
• Responsible for collecting data and processing reports for audit inquiries.
• Log all incoming and outgoing mail into a formatted Excel document.
• Gather monthly statistics for the department and create a report for supervisors.
• Assist staff, secretaries and Attorneys with their requests.
• Volunteer as Relief Receptionist at Front Desk.

Achievements:

• Graduated from a 3rd level Leadership/Professional Transformation Program (M3 Education)
• Acknowledged as Volunteer of the year (outside and within the office).

Supervised and mentored records and new business intake staff to help foster a positive environment as well as coordinate daily work process and progress.