Resourceful Senior Legal Assistant known for high productivity and efficient task completion. Specialized in legal field, document preparation, and case management. Excel in communication, time management, and problem-solving to enhance team efficiency and support legal proceedings.
Overview
22
22
years of professional experience
Work History
Senior Legal Assistant
The Wheatley Firm
Tustin, California
05.2023 - Current
Drafted, prepared and formatted legal documents/correspondence using firm templates from verbal or written instructions.
Assist attorneys with trial preparation by preparing exhibits, WCAB forms, DOC IDs and Settlement documents for E-filing
Assist attorneys with trial preparation by preparing exhibits, WCAB forms, DOC IDs and Settlement documents for E-filing
Coordinated multiple projects to ensure timely completion of all deadlines.
Supported multiple attorneys with case files, pleadings, and correspondence.
Corresponded with clients regarding questions about their case or requested updates on progress made.
Corresponded with clients regarding questions about their case or requested updates on progress made.
Proofread documents prepared by attorneys for accuracy in grammar, punctuation and spelling to ensure documents met accuracy and completeness standards.
Submitted pleadings to courts using electronic filing or traditional mail.
Redacted confidential information from legal documents on case-by-case basis.
Organized documents in company filing systems,updated case management and file account databases.
Prepare requests for subpoenaed records, notices, verifications, panel requests, objections, petitions, medical index, proof of service, court reports, interpreters and travel arrangements.
Supported workflow changes to improve employer daily operations.
Legal Assistant
Kegel, Tobin & Truce, APC
Rancho Cucamonga, CA
01.2006 - 05.2023
Assist attorneys with trial preparation by preparing exhibits, WCAB forms and settlement documentation for E-Filing with the WCAB.
Drafted pleadings, correspondence, and discovery documents.
Prepare requests to obtain subpoenas as well as prepare subpoenas for witnesses, notices, verifications, panel requests, schedule of records, substitution of attorneys and proofs of service.
Calendar depositions, medical evaluations, transportation, meetings and conferences.
Updated clients on case progression, maintained accurate contact information in database, tracked diary due dates, and monitored closed matters, hearings and correspondence.
Responded to inquiries from clients, vendors, and lien claimants regarding case details.
Handled numerous incoming calls to provide assistance and information.
Assist with high-volume of calls.
Prepared, reviewed, and edited monthly prebills for final billing as part of the billing committee.
Setup Clerk
New File Setup
09.2004 - 09.2006
Setup and organize new referral order.
File records away in alphabetical or numerical order.
Assisted with mailroom operations by sorting and delivering incoming mail., date stamp and distribute mail.
Contacted clients about files to assess need for reopening matters.
Provided support as receptionist by answering calls and greeting visitors, direct incoming calls, and/or take accurate messages.
Education
Schurr High School
Montebello, CA
Skills
Microsoft Word, Microsoft 365, Outlook, Adobe Acrobat, Excel, Microsoft Teams, EAMS System, NetDocs, Merus Type: 65 wpm,