Tasha Bellot
Bronx,New York
Summary
Detail-oriented entry-level Paralegal with proven skills in supporting legal teams within fast-paced environments. Experienced in managing case preparation, conducting comprehensive legal research, and drafting various legal documents, contributing to successful case outcomes. Demonstrates strong organizational abilities and excels in communicating complex information effectively while multitasking under tight deadlines. Achievements include enhanced document management processes that significantly increased efficiency and accessibility for team members.
Overview
18
18
years of professional experience
Work History
Paralegal
Bonina & Bonina
Brooklyn, NY
06.2022 - Current
- Conduct telephone intake with potential clients, present relevant facts to partner attorneys for their determination on potential cases
- Schedule intake meeting for incoming cases
- Draft intake memos for incoming cases; meet with clients in person, via zoom or email to go over intake documents
- Follow up on initial intake documents until received
- Setup incoming cases with case specific details/tasks into case management/document management databases: case expenses, party info, referring atty info, calendar reminders/appointments; follow-up with medical records; and client communication details
- Follow up on medical records until received
- Prepare cover letter with Dropbox link containing medical records to be reviewed by medical experts
- Prepare Petition for Letters of Administration with required documentation
- Establish estate and upload documentation for efiling on Surrogates’ NYSCEF website
- Response to clerk’s letter to comply with requirements to form estate
- Discuss Inventory of Assets form with clients then efile with court
- Draft rejection letter, conduct rejection over the phone or via zoom with clients
- Served on clients via email and regular mail
- Prepare and save Affidavit of Mailing to file
- Legal drafting, document completion, and efiling of service of process, note of entry for various orders, RJI, Request for PC, initial responses and demands, exchange of lien information, supplemental responses to demands, redact authorizations/medical records, stipulation of discontinuance, and upload efiled document to document management database
- Enter completed tasks into case management database
- Prepare and serve Good faith letter along with copy of order on defense attorney
- Liaison between clients and attorneys
- Update clients with case status
- Gather relevant information from clients
- Track plaintiff transcripts, follow up with clients for any corrections, follow-up for fully executed transcript and/or corrections to be served on opposing counsel
- Prepare request for lien information to Medicaid and Medicare
- Request updated lien information update every 6 months until case settle
- Look through diagnosis codes to determine unrelated charges then send letter to dispute charges along with request for reduction and procurement costs
- Meet with clients to execute settlement documents in person, via email, or regular mail
Legal Administrative Assistant
Bonina & Bonina
Brooklyn, NY
01.2021 - 06.2022
Legal Administrative Assistant
Samuel & Stein
New York, NY
01.2011 - 03.2020
- Communicated with existing clients via phone, email, correspondence, or in-person to gather case related information
- Answered incoming calls and forwarded to designated attorney, assist the client as needed or take detailed messages
- Drafted various legal documents as instructed by attorney and compile documents in accordance with NYS court filing procedures
- Entered case specific information into case management software and basic internet research for relevant case information
Collection Clerk
Law Offices of Michael Samuel
New York, NY
01.2007 - 05.2008
- Maintained and organized electronic and physical account files
- Answer incoming calls and take detail messages
- Prepared and processed judgments, judgment transcripts, subpoenas, summons and complaints
- Researched and updated client accounts daily with current demographic and credit report
Education
Associate in Applied Science Degree - Paralegal Studies
Bronx Community College/ CUNY
Bronx, NY05.2022
Skills
- Microsoft Word
- Excel
- Outlook
- PowerPoint
- Adobe Acrobat Pro DC
- Dropbox
- Notary Public
- Typing
- Organization skills
- Computer skills
- Interpersonal communication skills
- Teamwork
- Independent work
- Verbal communication skills
- Written communication skills
- Research tools
- Lexis Nexis
- Case management software
- Needles
- Smart Advocate
- Document management software
- Worldocs
- Document filing
- Calendar oversight
- Case file organization
- Attorney support
- Notary public
- Document drafting
- Litigation support
- File pleadings
- Legal compliance
- Client intake procedures
- Witness interviewing
- Court filing
- Research and data collection
- Deposition scheduling
- Calendar management
- Records management
- Legal writing
- Document preparation
- Client communication
- Case management
- File and records management
- Compliance monitoring
- Troubleshooting complex problems
- Evidence analysis
- Database research
- Proficient in MS office
- Interviewing witnesses
Timeline
Paralegal
Bonina & Bonina
06.2022 - Current
Legal Administrative Assistant
Bonina & Bonina
01.2021 - 06.2022
Legal Administrative Assistant
Samuel & Stein
01.2011 - 03.2020
Collection Clerk
Law Offices of Michael Samuel
01.2007 - 05.2008
Associate in Applied Science Degree - Paralegal Studies
Bronx Community College/ CUNY
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