Summary
Overview
Work History
Education
Skills
Certification
Timeline
Hi, I’m

Lisa LaRocque

Beverly,MA

Summary

Legal assistant/paralegal with 20 + years experience in various law firms specializing in personal injury, medical malpractice, product liability cases, etc. for defense and plaintiff's lawyers. Knowledge of iManage, Outlook, Pro Law, Juris, Timeslips, Aderant, Clio and Leap Programs. Experience e-filing with state and federal courts. Worked for several years as a litigation assistant. Authorized to work in the US for any employer.

Overview

31
years of professional experience
1
Certificate

Work History

David M. Gabriel & Associates

Family Law Paralegal
12.2022 - Current

Job overview

  • Open and close office; order office supplies, fill refrigerator with drinks, tidy up conference room and/or attorney's office prior to meeting with clients and or attorneys.
  • Perform all receptionist duties; greet clients; answer telephone calls, schedule various appointments for three attorneys.
  • Schedule intake meetings for potential new client matters; prepare file with notes and fee agreement regarding same for attorney to review prior to meeting or phone call.
  • Prepare Complaints for Divorce, and related paperwork for filing with Probate and Family Court.
  • Coordinate service of summonses, motions and or other documents are served by constable.
  • Draft correspondence, motions, financial statements, discovery requests and responses,
  • Calendar discovery deadlines and confirm that calendar is updated to reflect dates that have been changed.
  • Scan and/or download mail; send copies of documents to clients.
  • Organize client's physical and electronic files; scan and save 410 documents; add documents to Drop Box for opposing counsel to view;
  • Enter time and expenses utilizing Clio.
  • Enter and update client, opposing counsel and court information into LEAP Program to prepare various legal documents
  • Scan and file pleadings, notices, motions and discovery in proper file folders.
  • Gather documents and organize case files.
  • Communicate with clients, opposing counsel and court personnel to keep all parties informed on case updates.
  • Confer with clients and other involved parties to gather and track case information.
  • Assist counsel in preparing answers, and making sure we have documents needed to file for divorce proceedings and or other matters.
  • Assist in preparing trial notebooks, witness lists and exhibit lists
  • Edit and proofread legal documents to verify accuracy.
  • Check and confirm dates on court calendars to maintain smooth flow of firm operations.
  • Maintain and update client contact information to keep in touch with clients and provide updates on cases.
  • Conduct detailed client intakes and enter information into company database.
  • Communicate with clients, opposing counsel and court personnel to keep all parties informed on case updates.
  • Preparation of Complaints and or Answers, draft various motions, discovery requests and pleadings.
  • Conducted detailed client intakes and entered information into company database.
  • Assisted counsel in preparing answers, providing documentation, and information for discovery request.
  • Prepare correspondence to clients, opposing counsel and/or court personnel.
  • Confer with clients and other involved parties to gather and track case information.
  • Gathered, organized and maintained case files.
  • Managed communication between counsel, clients and court.
  • Scheduled meetings, hearing, mediations and settlement conferences.
  • Managed scheduling of court calendars and deadlines to maintain smooth flow of firm operations.
  • Maintained and updated organized client contact information to keep in touch with clients and provide updates on cases.
  • Communicated with clients, opposing counsel and court personnel to keep all parties informed on case updates.
  • Conferred with clients and other involved parties to gather and track case information.
  • Helped attorneys prepare for trial by organizing exhibits and calling on witnesses to testify at hearings.

McLane Middleton

Legal Secretary
07.2021 - 11.2022

Job overview

  • Supported attorneys at law firm specializing in litigation matters matters
  • E-Filed documents with state and federal courts;
  • Maintained files utilizing iManage and Microsoft Office 365
  • Scheduled depositions, stenographers, conference rooms and schedule zoom and in-person appointments, calendar court appearances, discovery deadlines; review and update as new dates come in; etc
  • Entered receipts for various expenses using Chrome River; reviewed and edited attorney’s bills utilizing Aderant
  • Prepared legal correspondence and wrote professional letters for legal assistants and attorneys.
  • Received and placed telephone calls to clients and prospective clients.
  • Scheduled all appointments, appearances and briefings.
  • Scheduled and made appointments for attorneys.
  • Arranged for delivery of legal correspondence to clients, witnesses, and court officials.
  • Completed data entry of legal documents into electronic filing systems.
  • Prioritized and handled multiple assignments and maintained firm commitment to deadlines.
  • Assisted with preparation of trial materials and documents.
  • Developed and maintained positive relationships with clients and colleagues.
  • Transcribed information from typed or handwritten notes, shorthand or dictation and confirmed accuracy and correct formatting of documents.
  • Produced and filed various legal documents and electronically preserved updated case record system.
  • Prepared and processed invoices for attorney billing.
  • Managed check requests, expense reimbursement requests, invoices and accounts payable and receivable information.
  • Organized files for court proceedings
  • Filed documents with courts on behalf of attorney
  • Scheduled all appointments, appearances and briefings
  • Received and placed telephone calls to clients and prospective clients
  • Managed general clerical needs such as opening and closing files, scanning sheets and faxing documents.
  • Helped with intake of new clients and materials by setting up files and documenting important information.
  • Managed accounts and client records of clients, observing confidentiality, and extreme discretion.
  • Prepared drafts of forms, letters and agreements for legal staff use.
  • Maintained organized office and case-specific paper and digital files for easy tracking and retrieval.
  • Kept office efficient and organized by managing tasks such as supply restocking and general upkeep without oversight.
  • Scheduled and coordinated meetings between legal teams and clients.
  • Generated pleadings and other legal documents for review by attorneys and paralegals.
  • Processed expense reimbursements utilzing Chrome River program
  • Ensured attorney's received payment for out-of-pocket expenses
  • Organized documents to manage paper and electronic filing systems of clients.
  • Filed court documents and legal pleadings with court clerk on behalf of 3 to 4 attorneys.

Campbell Conroy & O'Neil, P.C

Legal Secretary
08.2018 - 07.2021

Job overview

  • Supported attorneys at law firm that specialized in insurance defense matters
  • E-File documents to various courts
  • Maintained files utilizing iManage, Excel and Microsoft Office 365
  • Enter attorney’s time using Pro Law
  • Scheduled depositions, stenographers, conference rooms and appointments for 3 attorneys as well as calendaring all court appearances, discovery deadlines and dates on which Rule 9A documents are due to be filed with opposing counsel and/or court
  • Made travel arrangements, entered receipts for various expenses into Excel spreadsheet and submitted expense reports for reimbursements to accounting department
  • Open/Closed files in accordance with firm’s policies and procedures
  • Covered reception desk on rotating schedule; offered to assist co-workers when available
  • Prepared legal correspondence and wrote professional letters for legal assistants and attorneys.
  • Organized files for court proceedings.
  • Filed documents with courts on behalf of attorney.
  • Received and placed telephone calls to clients and prospective clients.
  • Diligently edited legal correspondence for grammar and spelling.
  • Created, indexed, and maintained client binders.
  • Arranged for delivery of legal correspondence to clients, witnesses, and court officials.
  • Developed and maintained filing and retrieval systems.
  • Screened telephone calls and forwarded to appropriate departments.
  • Transcribed legal documents and phone conversations.
  • Created and printed legal documents for attorneys to review.
  • Completed data entry of legal documents into electronic filing systems.
  • Communicated professionally with clients, colleagues and legal partnership verbally and in writing.
  • Transcribed information from typed or handwritten notes, shorthand or dictation and confirmed accuracy and correct formatting of documents.
  • Produced and filed various legal documents and electronically preserved updated case record system.

Rudolph Friedman LLP

Legal Secretary
01.2014 - 08.2015

Job overview

  • Supported partner and two associates in business litigation and housing court cases
  • Drafted correspondence and pleadings
  • Entered time for three attorney’s using TABS Program
  • Filed pleadings in binders, opened and closed files;
  • Covered reception desk on rotating schedule
  • Offered to assist other attorneys and/or co-workers when available to do so
  • Prepared legal correspondence and wrote professional letters for legal assistants and attorneys.
  • Organized files for court proceedings.
  • Filed documents with courts on behalf of attorney.
  • Received and placed telephone calls to clients and prospective clients.
  • Diligently edited legal correspondence for grammar and spelling.
  • Obtained signatures from attorneys for legal documents.
  • Scheduled and made appointments for 3 attorneys.

Capplis, Connors & Carroll PC

Litigation Legal Secretary
09.2015 - 10.2016

Job overview

  • Supported managing partner and 3 associates at medical malpractice defense firm.
  • Read/sorted through all emails and mail sent to managing partner in order to follow up on matters which needed to be scheduled and/or task that needed to be completed based on urgency
  • Calendar Management using Microsoft Outlook; scheduled meetings, telephone conferences, depositions, stenographers, witnesses, etc
  • Filed pleadings with Massachusetts, New Hampshire and Rhode Island Courts
  • Prepared Rule 9A documents for filing with opposing counsel and/or court
  • Prepared trial notebooks, exhibits and various pleadings for trial
  • Created color coded filing system to simplify locating hard copies of documents more efficiently.
  • Filed documents with courts on behalf of attorney
  • Received and placed telephone calls to clients and prospective clients
  • Prepared legal correspondence and wrote professional letters for legal assistants and attorneys
  • Organized files for court proceedings
  • Arranged for delivery of legal correspondence to clients, witnesses, and court officials
  • Screened telephone calls and forwarded to appropriate departments
  • Developed and maintained filing and retrieval systems
  • Transcribed legal documents and phone conversations
  • Created and printed legal documents for attorneys to review
  • Completed data entry of legal documents into electronic filing systems
  • Communicated professionally with clients, colleagues and legal partnership verbally and in writing
  • Prioritized and handled multiple assignments and maintained firm commitment to deadlines
  • Assisted with preparation of trial materials and documents
  • Developed and maintained positive relationships with clients and colleagues
  • Transcribed information from typed or handwritten notes, shorthand or dictation and confirmed accuracy and correct formatting of documents
  • Produced and filed various legal documents and electronically preserved updated case record system
  • Prepared and processed invoices for attorney billing
  • Managed check requests, expense reimbursement requests, invoices and accounts payable and receivable information
  • Composed contracts, pleadings and motions in accordance with established guidelines
  • Diligently edited legal correspondence for grammar and spelling
  • Created, indexed, and maintained client binders
  • Organized files for court proceedings.
  • Filed documents with courts on behalf of attorney.
  • Created, indexed, and maintained client binders.
  • Diligently edited legal correspondence for grammar and spelling.
  • Arranged for delivery of legal correspondence to clients, witnesses, and court officials.
  • Screened telephone calls and forwarded to appropriate departments.
  • Developed and maintained filing and retrieval systems.
  • Transcribed legal documents and phone conversations.
  • Completed accident reports, trial and courtroom requests and applications for clients.
  • Answered and directed calls using multi-line switchboard.
  • Created and printed legal documents for attorneys to review.
  • Completed data entry of legal documents into electronic filing systems.
  • Communicated professionally with clients, colleagues and legal partnership verbally and in writing.
  • Prioritized and handled multiple assignments and maintained firm commitment to deadlines.
  • Assisted with preparation of trial materials and documents.
  • Developed and maintained positive relationships with clients and colleagues.
  • Transcribed information from typed or handwritten notes, shorthand or dictation and confirmed accuracy and correct formatting of documents.
  • Produced and filed various legal documents and electronically preserved updated case record system.
  • Prepared and processed invoices for attorney billing.
  • Managed check requests, expense reimbursement requests, invoices and accounts payable and receivable information.
  • Composed contracts, pleadings and motions in accordance with established guidelines.
  • Received and placed telephone calls to clients and prospective clients.

Ronan, Segal & Harrington

Legal Assistant/Paralegal
02.2002 - 08.2008

Job overview

  • Supported partner and associate in family law, business litigation and housing court cases
  • Drafted correspondence, Complaints, Motions and Financial Statements; gathered Rule 410
  • Documents; scheduled depositions, meetings, and telephone conferences; covered reception as needed
  • Prepared and filed documents for Housing Court and Probate Court;
  • Entered attorney’s time using Time Slips program
  • Filed court documents and legal pleadings with court clerk on behalf of attorneys
  • Prepared and drafted correspondence and legal forms to maintain smooth communications
  • Managed accounts and client records of clients, observing confidentiality, and extreme discretion
  • Self-motivated, strong work ethic; sense of personal responsibility.
  • Skilled at working independently and collaboratively in team environment.
  • Proven ability to learn quickly and adapt to new situations.
  • Worked well in team setting, providing support and guidance.
  • Worked effectively in fast-paced environments.
  • Managed time efficiently in order to complete all tasks within deadlines.
  • Demonstrated respect, friendliness and willingness to help wherever needed.
  • Excellent communication skills, both verbal and written.
  • Passionate about learning and committed to continual improvement.
  • Proved successful working within tight deadlines in fast-paced environment.
  • Strengthened communication skills through regular interactions with others.
  • Adaptable and proficient in learning new concepts quickly and efficiently.
  • Used critical thinking to break down problems, evaluate solutions and make decisions.
  • Paid attention to detail while completing assignments.
  • Worked flexible hours across night, weekend and holiday shifts.
  • Filed court documents and legal pleadings with court clerk on behalf of attorneys.
  • Prepared and drafted correspondence and legal forms to maintain smooth communications.
  • Managed accounts and client records of clients, observing confidentiality, and extreme discretion.
  • Organized documents to manage paper and electronic filing systems of clients.
  • Organized documents to manage paper and electronic filing systems of clients
  • Produced legal documents such as briefs, pleadings and appeals.
  • Reviewed, edited and proofread litigation for proper grammar, spelling and punctuation.
  • Revised and finalized letters, briefs, and memos.
  • Contacted clients to schedule appointments and discuss progress of cases.

Epstein, Becker and Green, P.C

Legal Secretary
09.2000 - 10.2001

Job overview

  • Supported partner and 2 associates in employment law cases
  • Prepared correspondence including employment contracts
  • Scheduled appointments, answered telephones; greeted clients
  • Entered attorney’s hours using Time Slips Program
  • Worked over-time in order to meet deadlines
  • Assisted co-workers when available to do so
  • Inserted updated materials into library books
  • Prepared legal correspondence and wrote professional letters for legal assistants and attorneys.
  • Organized files for court proceedings.
  • Filed documents with courts on behalf of attorney.
  • Received and placed telephone calls to clients and prospective clients.

Annette Gonthier Kiely

Legal Secretary
09.1995 - 09.2000

Job overview

  • Supported partner and associate in personal injury, product liability and medical malpractice cases
  • Typed correspondence, memorandums, motions and pleadings; updated files and pleadings index for all cases;
  • Transcribed tapes; took dictation using shorthand skills
  • Scheduled intake appointments, depositions, witnesses, etc
  • Prepared demand packages; binders for medical malpractice tribunals and trial notebooks
  • Kept ledger of all case expenses, ordered supplies for office, paid office invoices
  • Covered reception area on rotating schedule with other firms in shared office space

Law Office of Gerald Goodstein

Real Estate Secretary/Paralegal
06.1992 - 09.1995

Job overview

  • Prepared files for refinances and sales by ordering MLCs, title exams, mortgage payoffs, discharges, etc
  • Scheduled closings with various lenders, borrowers, sellers, real estate brokers, etc
  • Prepared settlement statements, deeds, mortgage discharges and title insurance policies
  • Finalized closing packages to return to lenders, in accordance with guidelines and any specialized instructions provided
  • Followed up on obtaining mortgage discharges by calling and/or writing to various banks

Education

Marian Court College
Swampscott, MA

Associate of Science from Science in Legal studies
05.1992

Skills

  • File management
  • Hearing preparation
  • ProLaw proficiency
  • Electronic filing understanding
  • Litigation support
  • Document filing
  • Case management

Certification

Personal Assistant Experience (10+ years) Administrative Experience (10+ years) iManage (6 years) Adobe Acrobat (10+ years) Transcription (10+ years) Legal Drafting (10+ years) Calendar Management (10+ years) Microsoft Outlook (10+ years) Typing (10+ years) Proofreading (10+ years)

Timeline

Family Law Paralegal

David M. Gabriel & Associates
12.2022 - Current

Legal Secretary

McLane Middleton
07.2021 - 11.2022

Legal Secretary

Campbell Conroy & O'Neil, P.C
08.2018 - 07.2021

Litigation Legal Secretary

Capplis, Connors & Carroll PC
09.2015 - 10.2016

Legal Secretary

Rudolph Friedman LLP
01.2014 - 08.2015

Legal Assistant/Paralegal

Ronan, Segal & Harrington
02.2002 - 08.2008

Legal Secretary

Epstein, Becker and Green, P.C
09.2000 - 10.2001

Legal Secretary

Annette Gonthier Kiely
09.1995 - 09.2000

Real Estate Secretary/Paralegal

Law Office of Gerald Goodstein
06.1992 - 09.1995

Marian Court College

Associate of Science from Science in Legal studies

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Lisa LaRocque