Summer Conca
Baton Rouge,LA
Summary
Dynamic legal assistant with proven expertise at The Chopin Law Firm, LLC, excelling in legal research and client service. Recognized for enhancing organizational efficiency and maintaining strict confidentiality. Proficient in Microsoft Suite and adept at conflict resolution, ensuring seamless case management and superior support for attorneys and clients alike.
Overview
4
4
years of professional experience
1
1
Certification
Work History
Legal Assistant
The Chopin Firm, LLC
New Orleans, LA
11.2024 - Current
- Mailed and arranged for delivery of legal correspondence to clients, witnesses and court officials.
- Organized and prepared case exhibits and evidence for trial.
- Delivered applicable information through responding to client queries.
- Drafted correspondence, documented data and submitted materials to appropriate parties.
- Provided administrative support to attorneys by managing calendars; scheduling appointments; organizing files; preparing correspondence; filing court documents; and obtaining necessary signatures.
- Assisted with document production and deposition preparation.
- Organized legal documents in company filing systems and databases.
- Compiled financial records related to specific cases.
- Maintained knowledge on case status by reviewing relevant records and reporting back to clients.
- Participated in client interviews, observed questioning process and documented information.
- Processed closing documents and transactional documents for legal review.
- Managed discovery process, including drafting discovery documents and coordinating document production.
Legal Assistant
Morris Bart, LLC
New Orleans, LA
02.2024 - 11.2025
- Managed legal documents including contracts, pleadings, motions, briefs and memoranda of law.
- Utilized software applications including Microsoft suite, Adobe, Word, FileVine.
- Maintained client confidentiality in all matters. Followed HIPAA regulations and managed medical records, and sensitive personal information on a regular basis.
- Assisted with document production and deposition preparation. Correspondence with opposing counsel via phone and/or email to schedule depositions with medical providers, clients, witnesses, etc. Prepared and filed notices.
- Proofread drafts of legal documents for accuracy in grammar and punctuation, such as petitions, motions, exceptions, discovery, etc.
- Analyzed data related to cases for use in research or litigation purposes, such as briefing body-worn camera footage, reading witness statements, and reading medical records.
- Greeted clients upon arrival at office and provided assistance as needed.
- Updated databases (FileVine and physical files) with new information received from attorneys, clients, medical providers, police departments, court officials, etc.
- Processed incoming mail on a daily basis.
- Compiled financial records related to specific cases with company-provided software.
- Answered phones promptly while providing courteous client service. Practiced active listening skills and emotional regulation to diagnose each client's concerns or needs.
- Generated reports summarizing case progress for internal use via Excel to manage deposition scheduling, mail tracking, and communication logs with each client.
- Managed delivery of legal correspondence to clients, witnesses and court officials. Experienced in fax filing and utilizing court runner courier services.
Office Administrator
SageView Financial Advisory Group
Knoxville, TN
08.2023 - 02.2024
- Handled accurate and timely expense reporting.
- Organized team activities to build camaraderie and foster pleasant workplace culture.
- Interacted professionally with clients, answering questions, and responding to phone and email inquiries.
- Supported Human Resources activities by maintaining personnel files in accordance with legal requirements.
- Processed financial documents, contracts, expense reports and invoices.
- Performed clerical duties such as photocopying, faxing and scanning documents.
- Collaborated with administrative support to oversee calendars and prioritize meetings and appointments.
- Composed correspondence such as letters, emails, memos, reports and other documents.
- Scheduled and confirmed appointments between advisors and clients.
- Organized travel arrangements for staff members including flights, hotels, car rentals.
- Managed all incoming mail distribution, courier services, faxes, and photocopying documents as requested.
- Managed inventory of office supplies and placed orders to ensure adequate stock levels.
Legal Assistant/Administrative Assistant
Fidelity National Financial
Jacksonville, FL
08.2021 - 08.2023
- Liaised between attorney and outside counsel, exchanging information.
- Organized legal documents in company filing systems and databases.
- Drafted correspondence, documented data and submitted materials to appropriate parties.
- Drafted and filed pleadings and paperwork with the court clerk to meet strict deadlines.
- Prepared and processed expense reports for reimbursing attorneys.
- Handled telephone calls, meeting plans and conference organization requirements.
- Handled incoming and outgoing correspondence, including email, mail, and package deliveries, ensuring timely distribution.
- Maintained office supplies inventory by checking stock to determine inventory level.
- Administrative tasks such as managing calendars, scheduling appointments, organizing files and preparing correspondence.
Education
Forensic Science -
FLORIDA STATE COMMUNITY COLLEGE
06.2016
Skills
- Microsoft Suite
- Client relationship management
- Conflict management
- QuickBooks
- FileVine
- Effective calendar organization
- Business continuity planning
- Expense management
- Oracle
- Adobe Acrobat
- Legal research
- Procurement management
- Telecommunication
- DocuSign
- Legal drafting
- Managing court document processes
- Medical record analysis
Certification
- Certified Notary Public, 08/2023, 08/2027
- Driver's License, 01/2020, 05/2027
Timeline
Legal Assistant
The Chopin Firm, LLC
11.2024 - Current
Legal Assistant
Morris Bart, LLC
02.2024 - 11.2025
Office Administrator
SageView Financial Advisory Group
08.2023 - 02.2024
Legal Assistant/Administrative Assistant
Fidelity National Financial
08.2021 - 08.2023
Forensic Science -
FLORIDA STATE COMMUNITY COLLEGE
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