Summary
Overview
Work History
Education
Skills
Timeline
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Peggy Sheppard

Peggy Sheppard

Jackson,TN

Summary

Experienced executive with a strong background in legal SaaS start-ups, holding various roles including Implementation Specialist, Solutions Consultant, Director of Implementations, and Chief Operating Officer. Extensive experience working in law firms and the federal court system as a Paralegal. Currently seeking a position to leverage management expertise in a management or operational role within a SaaS company, corporate department, or law firm. Focus on delivering high-quality work products, optimizing processes, and effectively managing people to drive success.

Overview

19
19
years of professional experience

Work History

Solutions Consultant

Neostella
04.2024 - Current
  • Collaborate with cross-functional teams to design and implement customized solutions for clients, primarily in the legal space.
  • Assess project scope to confirm details and understand customer expectations in advance.
  • Conduct detailed requirements analysis for each project, creating customized solutions based on client needs.
  • Assist account executives with strengthening client relationships through targeted solutions.
  • Develop strong relationships with clients, fostering trust and confidence in the implementation process and in post-launch engagements.
  • Identify opportunities for upselling additional services, resulting in increased revenue for the company.
  • Serve as a subject matter expert for both internal teams and clients during the implementation process, providing guidance and clarification when needed.
  • Responsible for driving project plans and timelines to timely project completion
  • Increase client satisfaction by providing tailored solutions based on individual needs and industry trends.
  • Managed diverse projects and resolved complex issues to support timely completion.

Chief Operating Officer / Legal Expert

BeSpokean, LLC (Closed)
01.2024 - 03.2024
  • Led the company’s entire implementation and migration team on timely and successful deliverables
  • Grew the company from a three-person start-up in April of 2022 (transferred from our sister company, Cloud Mentor) to a team of 20 individuals running approximately $1.6 million in gross revenue in 2023
  • Responsible for revising strategies and approaches regularly due to company growth and structure
  • Oversaw day-to-day operations across multiple departments, ensuring timely delivery of projects and streamlined workflows.
  • Guided teams through periods of significant change by providing clear communication and decisive leadership during transitions.
  • Provided legal expertise in configuring and building customized case management solutions for law firms, corporate legal departments and governmental entities
  • Negotiated contracts and agreements to secure favorable terms and maximize profits.
  • Enhanced company reputation by establishing strong relationships with clients, partners, and stakeholders.
  • Managed operational and human resources to optimize business performance.
  • Self-motivated, with a strong sense of personal responsibility.
  • Worked effectively in fast-paced environments.
  • Skilled at working independently and collaboratively in a team environment.

Paralegal & Owner

Around the Clock Legal Support
05.2009 - 08.2021
  • Conducted detailed client intakes and entered information into firm database.
  • Reduced attorney workload by drafting routine legal documents such as pleadings, motions, and affidavits.
  • Promoted a positive work environment by providing training and guidance to junior paralegals or interns as needed.
  • Collaborated with attorneys to develop strategies for each case.
  • Deposition and medical record summaries
  • Extensive review of discovery in appointed criminal defense cases
  • Legal research: case law, statutory regulations, legislative actions
  • Reviewed dockets nationwide for expert witness firm
  • Transcription Services

Paralegal

Goodcounsel, LLC
02.2016 - 08.2018
  • Supported firm across all aspects of providing quality service to corporate start-up clients.
  • Communicated regularly with clients via phone, email and written correspondence
  • Formed diverse entities for clients across multiple states, tracked and maintained the entities
  • Drafted substantive legal documents: consents, protective agreements, incentive equity grants
  • Maintained the capitalization table for various clients
  • Streamlined firm efficiency with the set-up of complex CRM and task management platform
  • Assisted attorneys with the drafting of investment round documentation.


Paralegal

Rammelkamp Bradney, P.C.
02.2011 - 04.2015
  • Drafted substantive legal documents such as position statements, responses to dispositive motions, and various motions
  • Saved firm resources by conducting cost-effective legal research using both traditional library resources and online databases such as LexisNexis or Westlaw.
  • Prepared complex tax returns, including corporate and farm returns
  • Met with clients regarding tax returns, tax notices, and other tax-related matters
  • Prepared annual reports and applications for tax-exempt status
  • Assisted with school law matters including the drafting of resolutions and preparing documents for due process matters
  • Drafted correspondence to clients, agencies, opposing counsel, and the courts
  • Drafted substantive status reports for insurance clients in insurance defense matters
  • Summarized and abstracted medical records, depositions, and other documents
  • Prepared seminars for presentation to clients
  • Assisted attorneys with trial preparation

Deputy Clerk & Case Manager

U.S. Court of Appeals, Eighth Circuit
10.2005 - 05.2009
  • Managed 300+ cases to ensure a smooth and timely progression through the appeals process
  • Conferred with attorneys and pro se litigants regarding the status of cases, appellate procedure, records, and new electronic case filing system
  • Applied full understanding of Federal Rules of Appellate Procedure and the Local Rules of the Eighth Circuit
  • Ensure compliance with federal and local rules of appellate procedure
  • Reviewed and ruled on motions or referred them to Clerk of Court for ruling
  • Corresponded with Eighth Circuit judges
  • Served in the courtroom as the Courtroom Clerk on a rotating basis
  • Proficient in the electronic case filing system, responded to inquiries regarding the system, and being among the deputy clerks chosen to edit in the system

Education

Bachelor’s - Business Administration

Fontbonne University
St. Louis, MO

Associate’s Degree - Legal Assisting

St. Louis Community College
St. Louis, MO

Skills

  • Executive Leadership
  • Operations & Performance Management
  • Cross-Functional Collaboration
  • Strategic Planning
  • Customer Relationship Management (CRM)
  • Project lifecycle management
  • Process Improvement
  • Requirements Gathering
  • Software Implementation & Data Migration

Timeline

Solutions Consultant

Neostella
04.2024 - Current

Chief Operating Officer / Legal Expert

BeSpokean, LLC (Closed)
01.2024 - 03.2024

Paralegal

Goodcounsel, LLC
02.2016 - 08.2018

Paralegal

Rammelkamp Bradney, P.C.
02.2011 - 04.2015

Paralegal & Owner

Around the Clock Legal Support
05.2009 - 08.2021

Deputy Clerk & Case Manager

U.S. Court of Appeals, Eighth Circuit
10.2005 - 05.2009

Associate’s Degree - Legal Assisting

St. Louis Community College

Bachelor’s - Business Administration

Fontbonne University

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Peggy Sheppard