Summary
Overview
Work History
Education
Skills
Timeline
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Lisa Marie Ortiz

Santa Fe,NM

Summary

Dynamic Legal Administrative Assistant with proven expertise in document preparation and client communication. Recognized for enhancing office efficiency and maintaining confidentiality while managing high-volume workloads. Adept at legal research and proficient in Microsoft Office, delivering exceptional support to attorneys and ensuring timely resolution of legal matters.

Overview

30
30
years of professional experience

Work History

Legal Administrative Assistant

ConocoPhillips
02.2017 - 07.2025
  • Supported multiple attorneys simultaneously by efficiently prioritizing tasks according to urgency or deadline requirements.
  • Managed general clerical needs such as opening and closing files, scanning sheets and faxing documents.
  • Facilitated clear communication between clients and attorneys by acting as a liaison to ensure all parties were informed of updates or changes.
  • Prepared drafts of forms, letters and agreements for legal staff use.
  • Streamlined legal processes by drafting and proofreading documents, ensuring accuracy and timely completion.
  • Kept office efficient and organized by managing tasks such as supply restocking and general upkeep without oversight.
  • Generated pleadings and other legal documents for review by attorneys and paralegals.
  • Prepared court forms accurately under the supervision of attorneys, ensuring compliance with local rules and regulations.
  • Improved law office efficiency by managing calendars, coordinating travel arrangements, and maintaining organized files.
  • Managed billing procedures to maintain accurate records of client accounts and expedite payment processing.
  • Maintained organized office and case-specific paper and digital files for easy tracking and retrieval.
  • Developed and maintained positive relationships with clients and colleagues.
  • Filed documents with courts on behalf of attorney.
  • Arranged for delivery of legal correspondence to clients, witnesses, and court officials.
  • Diligently edited legal correspondence for grammar and spelling.
  • Managed check requests, expense reimbursement requests, invoices and accounts payable and receivable information.
  • Planned and organized internal and external events, meetings and conferences.
  • Arranged large meetings, set up food and drink for in house meetings.
  • Responsible for all building responsibilities; arranging cleaning, pest control, safety plans and procedures.
  • Scheduled and made appointments for 4 attorneys.

Legal Assistant

Holland & Hart LLP
01.1999 - 02.2017
  • Maintained strict confidentiality, protecting sensitive client information as required by legal ethics and regulations.
  • Handled office scheduling and made notes for deadlines, motions, and other important dates.
  • Improved communication between attorneys and clients by scheduling meetings, providing status updates, and relaying critical information promptly.
  • Increased client satisfaction by efficiently managing case files and promptly addressing inquiries.
  • Managed high-volume workload while maintaining strict attention to detail on every task such as drafting pleadings or summarizing depositions accurately.
  • Responded to client inquiries, providing accurate legal advice and offering assistance.
  • Managed accounts and client records of clients, observing confidentiality, and extreme discretion.
  • Facilitated timely resolution of legal matters by preparing and organizing essential documents.
  • Reduced errors in court filings by meticulously proofreading documents for accuracy before submission.
  • Handled billing tasks efficiently and accurately, ensuring smooth financial operations for the legal team.
  • Enhanced office productivity by implementing efficient document management systems for easy retrieval and storage.
  • Assisted with trial preparation, including creation of exhibits, compilation of witness lists, and organization of evidence materials.
  • Conducted comprehensive legal research using various resources such as online databases, law libraries, or government agencies to support case strategies effectively.
  • Increased team efficiency by coordinating schedules, managing court dates, and ensuring timely filing of legal documents.
  • Assisted in trial preparation by organizing exhibits, preparing witness lists, and coordinating trial logistics.
  • Drafted legal documents, including pleadings and motions, to support attorneys in various cases.
  • Wrote and filed pleadings with State, Federal and Appellate court on schedule to maximize case success.
  • Created weekly, monthly, and quarterly expense reports.

Receptionist

Hinkle Shanor
01.1996 - 01.1999
  • Greeted incoming visitors and customers professionally and provided friendly, knowledgeable assistance.
  • Confirmed appointments, communicated with clients, and updated client records.
  • Answered phone promptly and directed incoming calls to correct offices.
  • Kept reception area clean and neat to give visitors positive first impression.
  • Responded to inquiries from callers seeking information.
  • Answered central telephone system and directed calls accordingly.
  • Supported office efficiency by performing clerical tasks such as data entry, photocopying, scanning, and faxing documents.
  • Demonstrated strong multitasking abilities while managing numerous tasks simultaneously under tight deadlines.
  • Provided administrative support to staff members by handling correspondence, filing documents, and managing office supplies inventory.
  • Routed incoming mail and messages to relevant personnel without delay.
  • Handled assignments independently with good judgement and critical thinking skills.
  • Sorted, received, and distributed mail correspondence between departments and personnel.

Education

GED -

Santa Fe Community College
Santa Fe

Skills

  • Office administration
  • File management
  • Calendar management
  • Proofreading
  • Legal research
  • Court filings
  • Document preparation
  • Notary public
  • Legal writing
  • Billing and invoicing
  • File organization
  • Microsoft office
  • Administrative support
  • Client service and support
  • Client communication
  • Fast learner
  • Legal/Court processes
  • Document editing
  • Legal document preparation
  • Office management
  • Scheduling/Planning
  • Correspondence
  • Project management
  • Risk management
  • Travel coordination
  • Confidentiality
  • Efficient multi-tasker
  • Entertainment arrangements

Timeline

Legal Administrative Assistant

ConocoPhillips
02.2017 - 07.2025

Legal Assistant

Holland & Hart LLP
01.1999 - 02.2017

Receptionist

Hinkle Shanor
01.1996 - 01.1999

GED -

Santa Fe Community College

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Lisa Marie Ortiz