Summary
Overview
Work History
Education
Skills
Timeline
Generic

Lisa Overton

Kenmore,NY

Summary

Detail-oriented legal assistant with extensive experience in preparing legal documents, managing case information, and facilitating client interactions. Expertise in maintaining confidentiality and organizing complex data, contributing to streamlined legal processes and enhanced attorney support.

Overview

9
9
years of professional experience

Work History

Civil Legal Service Unit – Matrimonial Paralegal

Legal Aid Bureau
Buffalo, NY
06.2017 - Current
  • Entered case information accurately from files into database and accessed that information.
  • Assisted attorneys in interviewing prospective and current clients, witnesses, and others at various locations to gather information related to the case.
  • Communicated with clients, agencies, attorneys, and court officials via in-person meetings, phone, email, and mail; managed messages and provided information or referrals.
  • Delivered legal documents, such as subpoenas, to designated recipients.
  • Obtained and assembled reports, documents, and court records for case preparation.
  • Prepared case calendars for the unit.
  • Entering case information accurately from files into database and accessing that information, as necessary.
  • Entering case information accurately from files into database and accessing that information, as necessary.
  • Protected sensitive information by ensuring confidentiality of all legal files.

Civil Legal Service Unit – Housing Paralegal

Legal Aid Bureau
Buffalo, NY
06.2017 - Current
  • Conducted client screenings and intake assessments to identify case needs and ensure accurate information collection.
  • Client interviews and investigation.
  • Requested essential documents to support client eligibility and case requirements.
  • Collected necessary documentation to assess and confirm service eligibility.
  • Assisted attorneys in case preparation by conducting legal research and organizing files with notices of petitions, property descriptions, and court dates.
  • Assisted with electronic court filing
  • Maintained regular communication with clients to provide updates and support throughout the legal process.
  • Managed incoming phone calls and made outgoing calls to assist clients.
  • Executed data entry tasks to maintain up-to-date records of client files.

CDU Paralegal Discovery

Legal Aid Bureau
Buffalo, NY
06.2017 - Current
  • Utilized technology and software to manage and organize documents and data, ensuring efficient access for attorneys.
  • Reviews a variety of legal documents for completeness and accuracy.
  • Compiled exhibits and legal documents and gathered necessary information.
  • Downloaded Body Camera Footage and Electronic discovery put into client’s folder for attorneys to view.
  • Obtained and scanned all necessary reports, documents, and court records, facilitating attorney access to critical client information.
  • Facilitated the timely submission of legal motions to ensure compliance with ADA protocols.
  • Excellent judgment and demonstrated discretion in handling confidential information.
  • Proven ability to maintain organized files and databases.
  • Finalized and archived client files in the system, enhancing documentation accuracy and accessibility.
  • Ability to work in a highly dynamic environment and handle multiple responsibilities simultaneously.

Criminal Defense Unit – Intake Clerk

Legal Aid Bureau
Buffalo, NY
06.2017 - Current
  • Administers questionnaire to collect and verify information, including financial data, from potential and current clients to determine eligibility.
  • Obtained and assembled necessary reports, documents, and court records to determine eligibility.
  • Completes and prepares eligibility forms for Attorneys for court
  • Performed conflict checks on prospective cases and communicated findings to Chief Attorney or designee.
  • Maintains specialized knowledge of regulations required by the unit
  • Organized and maintained office files for easy access to important documents.
  • Communicate in person, phone, email or by mail with clients, other agencies, attorneys, Courts and other public officials, other staff and persons with whom the unit staff interact.

Attorney's for Children Unit - Legal Assistant

The Legal Aid Bureau of Buffalo, Inc.
Buffalo, New York
06.2017 - Current

• Recorded and retrieved case details from files into database, ensuring accurate information for case management. • Prepared case calendars for the unit. • Obtained and assembled reports, documents, and court records relating to the case. • Typed from rough drafts and verbal instructions provided by an attorney. • Drafted legal documents in correct format, printed, saved, and filed them. • Delivered legal documents, including subpoenas. • Engaged with clients, agencies, attorneys, and court officials through in-person and electronic communication, effectively managing inquiries and fostering collaboration. • Maintained confidentiality of all files. • Assisted attorneys in interviewing clients and witnesses to gather critical factual information for case development. • Supported team members by completing additional responsibilities, including assisting other units.

  • • Supported team members by completing additional responsibilities, including assisting other units.
  • Conducted legal research to support case preparation and strategy development.
  • • Typed from rough drafts and verbal instructions provided by an attorney.

Education

High School Diploma -

Lafayette High School
Buffalo, NY

Skills

  • Document drafting
  • Records management
  • Legal documentation
  • Court filing
  • Discovery oversight
  • Document prep
  • Exhibit prep
  • Document filing
  • Case Analysis
  • Client intake
  • Records management
  • File organization
  • Office administration
  • Communication
  • Client communication
  • Client interaction
  • Time management
  • Problem solving
  • Attention to detail
  • Problem observation
  • Confidentiality management
  • Team collaboration
  • Attorney support
  • Proofreading
  • Negotiation Strategies
  • Drafting motions

Timeline

Attorney's for Children Unit - Legal Assistant

The Legal Aid Bureau of Buffalo, Inc.
06.2017 - Current

Civil Legal Service Unit – Matrimonial Paralegal

Legal Aid Bureau
06.2017 - Current

Civil Legal Service Unit – Housing Paralegal

Legal Aid Bureau
06.2017 - Current

CDU Paralegal Discovery

Legal Aid Bureau
06.2017 - Current

Criminal Defense Unit – Intake Clerk

Legal Aid Bureau
06.2017 - Current

High School Diploma -

Lafayette High School
Lisa Overton