Kevin Pua

(From 2016-present) IT help desk support

• Handled extreme and emergency document formatting issues
• Troubleshooting of software applications and hardware (desktops, laptops, printers, mobile devices both Android and iPhone)
• Connected to file and print server to do troubleshooting
• Helped with managing firm's Zoom, DocuSign, OneLegal, File & Serve Express, SRFax, Constant Contact, Sharefile admin portals
• Did work on firm website's WordPress portal
• Troubleshooting Worldox document management system,
• Troubleshooting Canon Copiers (both hardware and in web portal)
• Created training materials and videos
• Lead training and onboarding of new employees (in-person, in group settings, and virtually via Zoom)
• Connected remotely to user home computers via Zoom Connected to users' office computers via Goverlan
• Helped set up and manage cybersecurity training and phishing simulations using KnowBe4 platform
• Helped manage and troubleshoot Citrix VDI
• Helped to manage and troubleshoot ScreenConnect/ConnectWise remote access
• Trained people on SurePoint billing and records system
• Worked with SurePoint to troubleshoot issues with billing and records system
• Ran conflict checks, managed user and client information, manage and train people on new client matter workflow system on both LMSV and LMS+ SurePoint platforms
• Worked with network managed services provider Kraft Kennedy on various projects and troubleshooting tasks
• Disconnected and reconnected network infrastructure (physical servers, Datto backup, Cisco switches) during office move
• Helped to install new Meraki wireless access points
• Did tech setup for company parties and events
• Purchased, kept track of, and installed IT hardware
• Evaluated software applications for potential procurement and use
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(From 2008-2019) Family Law and Estate Planning Assistant

• Organized paper and electronic documents
• Paper and e-filing of family law and probate documents via OneLegal, File & Serve Express
• Managed attorney calendars on Outlook
• Preparation and exchange of discovery documents
• Preparation for court hearings
• Assembling and editing estate planning documents
• Formatted and reformatted Word documents using Crowther Macros
• Assembled, maintained, managed Excel spreadsheets
• Recorded deeds and affidavits
• Filled out Judicial Council forms using Essential Forms and Forms Workflow
• Scanned and profiled documents into a document management system (Worldox)
• Used pdfDocs and (to a much lesser extent) Adobe Pro to merge, edit, redact, and otherwise manipulate PDFs
• PowerPoint slideshows
• Extensive interaction with clients - client intake, client management and contact throughout divorce and estate planning process
• Use of document sharing platforms Sharefile, DropBox

• Drafting deeds, affidavits death of trustee, health care documents, wills and probate forms
• Proofreading and revising trusts and ancillary documents, proofreading and revising petitions and orders to be filed with the court, putting together exhibits and attachments for court filings, and drafting correspondence with clients, courts, and other attorneys
• Researching and verifying California codes, day-to-day administration of a small foundation
• Organizing and maintaining files, compiling spreadsheets and databases
• Recording deeds and other documents, obtaining certified copies of documents from courts, vital records, and recorders and assessors’ offices
• Experience with LexisNexis HotDocs, AboutTime, and general billing procedures

• Calendaring, filing, Drafting deeds, affidavits death of trustee, health care documents, wills, trust amendments, probate forms and documents, and correspondence with clients, courts, and other attorneys; some experience with funding of trusts
• Answering phones, greeting clients, maintaining office supplies, maintaining office presentation, organizing and maintaining files, creating and maintaining spreadsheets and databases
• Recording deeds, filing probate documents with local courts, general knowledge of local courts, county recorders and assessors
• Experience with Timeslips, billing procedures