Kristi Roberts
SC
Summary
Possesses versatile skills in project management, problem-solving, and collaboration. Brings fresh perspective and strong commitment to quality and success. Recognized for adaptability and proactive approach in delivering effective solutions.
Overview
10
10
years of professional experience
1
1
Certification
Work History
Legal Assistant
Brinkley Law Firm
Greenville, SC
09.2025 - 11.2025
- Calendar hearings, deadlines, and internal workflows with precision
- Prepare and file routine legal documents under attorney/paralegal direction
- Draft and proofread correspondence and legal forms
- Assist attorneys and paralegals in preparing case materials (e.g., discovery packets, exhibits, trial binders, or contract packets)
- Assist attorneys in preparing for client meetings, trials, and other legal proceedings as needed
- Communicate professionally with clients regarding case updates and documentation, with enhanced emphasis on client engagement and support in fertility law cases
- Perform administrative tasks such as scheduling meetings, maintaining supply inventory, and tracking case milestones
- Ensure tasks are logged in a timely in the case management system (Smokeball)
- Ensure accurate and up-to-date data entry in Smokeball, and assist in streamlining case workflows through the software
- Meet billable and/or flat fee hour standards and manage deadlines across varied case types
- 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.
- Revised and finalized letters, briefs, and memos.
- Managed case files and maintained organized documentation for legal proceedings.
- Collaborated with attorneys to prepare legal documents, ensuring compliance with regulations.
Client Relations Liaison
Brinkley Law Firm, PC
01.2025 - 09.2025
- Answers main firm line to screen callers.
- Manage own schedule to balance availability for meeting with prospective new clients as well as following-up with PNC’s who said “no” or didn’t commit and with current clients to conduct quality control calls and interviews.
- Keep detailed notes in a centralized database for storage.
- Follow-up with current clients at set milestones during their case or matter.
- Facilitate a professional introduction and transition to the legal team once the case or matter has begun.
- Actively engage in dialogue with management regarding the quality and volume of the leads, offering constructive feedback and suggestions for improvement based on experience.
- Be a team player and willing to assist legal staff by performing legal drafting duties to include correspondence, contracts, and pleadings.
- Update lead tracking system with details of all interactions with prospects and clients in a timely manner.
- Open files in Smokeball (our case management system) and creates physical files.
- Opens mail, scans mail to client files, creates calendar entries for hearings, diaries response deadlines for discovery requests.
- Manages attorney calendars for consultations and client meetings.
- Successfully communicated with entities inside and outside of business.
- Solved conflicts and addressed issues that occurred between other entities and business.
- Collected and analyzed data and feedback to identify opportunities to improve relationship between other entities and business.
- Conducted regular reviews of operations and identified areas for improvement.
- Devised and implemented processes and procedures to streamline operations.
- Collected, arranged, and input information into database system.
Registered Behavior Technician (RBT)
Action Behavior Centers - ABA Therapy for Autism
01.2024 - 12.2024
- Applying the principles of one-on-one ABA therapy to help kiddos with Autism reach their full potential
- Providing early intervention therapy in a center-based setting
- Shaping the minds of kiddos in early childhood (ages 18 months to 8 years old)
- Collecting data and implementing individualized treatment plans for each child
- Used [Software] to document patient information, progress notes, and treatment plans.
- Observed, monitored and recorded problem behaviors through accurate behavior-consequence data collection, graphs, and anecdotal notes.
Legal Assistant/Receptionist
Bailey & Galyen Attorneys at Law
06.2023 - 09.2023
- Answer Phones
- Process collections and cash flow
- Open new cases
- Close cases
- Scheduling
- Responded to client inquiries, and offering assistance.
- Communicated pertinent information to clients via phone, email, and mail.
Intake Specialist
Katie L. Lewis, P.C. Family Law
11.2022 - 01.2023
- Talking to potential clients to find people who are A+ clients who need the firm’s help
- Screening out unqualified leads to protect sales and attorneys’ time
- Scheduling the right clients with the right expectations and the right type of legal problem
- Ensuring the firm calendar, and sales calendars are up-to-date and organized
- Following up with potential clients before and after their initial consultation
- Smoothing out the engagement process by sending the contracts and making sure new clients feel welcomed
- Make regular contact with current clients to ensure we keep our relationship alive and find ways to continue to be of service
- Explained eligibility requirements, application details, payment methods, and applicants' legal rights during intake assessment.
- Answered phone calls and provided new clients with required paperwork to initiate service.
Legal Administrative Assistant
Alcorn Immigration Law
06.2022 - 11.2022
- Laise between clients and our attorney/legal team to ensure fluid communication
- Create new files in online database for clients who hire our firm
- Organize client documents and information in their client files
- Managing and maintaining various spreadsheets, databases, CRMs, Google Drive folders, etc.
- Keeping Team and clients abreast case status/progress
- Scan, package, and mail out documents; assist with sending government correspondence via courier as needed.
- Archive and file away closed cases (both virtually and physical copies)
- Schedule meetings in Google Calendar
- Scan incoming government mail, compile and email to attorneys and clients
- File, scan, and copy documents
Administrative Assistant
Fears Nachawati Law Firm
08.2021 - 06.2022
- Answer a high volume of phone calls
- Manage office duties across the entire firm
- Technology support
- Assist with gathering documents
- Sort and distribute mail via fax, email and case management software
- Assist prelitigation and litigation by sending documents via fax, email and case management software
- Customer Service: Maintain communication with client and provide case updates promptly
Market/Operations Associate
Honor Home Care
Austin, TX
05.2019 - 08.2021
- Assist clients and build trust by responding to inquiries and issues in a timely manner and managing changes to their schedule or care plan
- Work with partners on their request for providing care to the clients.
- Support Care Pros in your market by handling their inbound requests and providing feedback and coaching to enable their success at every visit. Communicating performance feedback to Care Pros
- Utilize creative staffing techniques to ensure optimal matches between Care Pros and clients
- Effectively identify escalated issues and service complications that require the engagement of a local partner agency; work with your market team to provide a timely and thorough resolution
- Thoroughly investigate and document client and Care Pro issues to ensure the highest quality of care and seamless coordination with other members of the market team
- Effectively prioritize work with your market team to meet the dynamically changing needs of your partners, clients, and Care Pros
- Manage updates to your clients’ accounts and care plans to ensure that Honor’s 24/7 support team has up to date information to address your clients’ needs in urgent situations
- Clearly and consistently document client and Care Pro requests
- Manage changes in Care Pro availability and preferences to enable your market team to optimize work for Care Pros and provide them a positive experience
- Work cross-functionally to provide feedback and support to other internal efforts such as Care Pro recruiting, HR, and billing. Collaborating across multiple departments, often in real-time and on critical issues
- Managing communications—both written and verbal—form Clients and Care Pros
- Scheduling Care Pros with Clients, frequently under time-sensitive conditions
- Triaging Client and Care Pro concerns, challenges, and escalated matters
- Investigating, documenting, and reporting on various issues
- Tracking Care Pro logistics
- Providing Care Pro and Client tech support
- Contributing to the growth, improvement, and innovation of Care Operations
- Followed shipping and receiving procedures for goods and materials.
- Maintained and prioritized to-do-list and followed up to complete tasks on-time.
Administrative Assistant/Office Manager
Pro-Lab Diagnostics
03.2016 - 04.2019
- Perform general administrative duties including, but not limited to photocopying, faxing, mail distribution and filing
- Adhere to Quality Management System ISO 13485
- Generate and maintain monthly business reports such as sales, accounts receivable and collections
- Perform bookkeeping / Accounts Receivable / Data entry
- Process orders, invoices and quotes for customers
- Coordinate and maintain records for product orders, shipments, and inventory
- Preform quality control for incoming products
- Responsible for all incoming and outgoing packages
- Responsible for inventory planning and purchasing
- Responsible for customer and technical support of core clinical products
- Responsible for planning and coordinating company sponsored events
- Responsible for office and warehouse maintenance including managing relationships with vendors, landlord, and service providers
- Maintained inventory of office supplies and placed orders.
- Answered multi-line phone system, routing calls, delivering messages to staff and greeting visitors.
Education
Associate of Applied Science - Paralegal Studies
Collin County Community College
Plano, TX12-2023
High School Diploma -
Elkins High School
Missouri City, TX05-2011
No Degree - Paralegal Certification
Collin County Community College
Plano, TX12-2023
Bachelor of Science - Health Sciences
Texas A&M University - Corpus Christi
Corpus Christi, TX12-2015
Skills
- Microsoft office
- Administrative support
- Customer relationship management
- Legal document preparation
- Confidentiality
- Client communication
- Task prioritization
- Notary public
- Fast learner
- Scheduling/Planning
- File organization
Certification
Paralegal Certification
Timeline
Legal Assistant
Brinkley Law Firm
09.2025 - 11.2025
Client Relations Liaison
Brinkley Law Firm, PC
01.2025 - 09.2025
Registered Behavior Technician (RBT)
Action Behavior Centers - ABA Therapy for Autism
01.2024 - 12.2024
Legal Assistant/Receptionist
Bailey & Galyen Attorneys at Law
06.2023 - 09.2023
Intake Specialist
Katie L. Lewis, P.C. Family Law
11.2022 - 01.2023
Legal Administrative Assistant
Alcorn Immigration Law
06.2022 - 11.2022
Administrative Assistant
Fears Nachawati Law Firm
08.2021 - 06.2022
Market/Operations Associate
Honor Home Care
05.2019 - 08.2021
Administrative Assistant/Office Manager
Pro-Lab Diagnostics
03.2016 - 04.2019
No Degree - Paralegal Certification
Collin County Community College
Bachelor of Science - Health Sciences
Texas A&M University - Corpus Christi
Associate of Applied Science - Paralegal Studies
Collin County Community College
High School Diploma -
Elkins High School