Tatum Morrison
6725 Circle S Road
Summary
Dynamic Legal Assistant with extensive experience at The Carlson Law Firm, adept at enhancing client satisfaction through effective communication and meticulous case management. Proven ability in legal research and document preparation, complemented by strong organizational skills. Recognized for improving office productivity and facilitating timely resolutions in personal injury cases.
Overview
3
3
years of professional experience
Work History
Legal Assistant
The Carlson Law Firm
07.2023 - Current
- 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.
- Facilitated timely resolution of legal matters by preparing and organizing essential documents.
- Responded to client inquiries, providing accurate legal advice and offering assistance.
- Enhanced office productivity by implementing efficient document management systems for easy retrieval and storage.
- Supported attorneys in achieving favorable outcomes through thorough research and analysis of complex legal issues.
- Enhanced attorney effectiveness by providing timely and accurate legal research and analysis.
- Assisted in negotiation and drafting of settlement agreements, facilitating amicable resolutions in numerous cases.
- Labeled, organized, and distributed mail to my office and 17 other locations across Texas including official medical records, substantial settlement checks, and important claim information to ensure client files move forward
- Assigned the duty of drafting, mailing/emailing, and informing client of the firm's non-representation after new third party system was added (TCA)
- Tasked by manager with closing out files ensuring all money has been distributed correctly and client is left with nothing to handle after the incident
- Correspondes with accounting team on unpaid invoices, money left in trust, what is needed to close files, etc.
- All intake calls directed by manager to me to either preform the intake, if available, or pass off to another team member to complete
- Perform intakes and go over questionnaires with potential new client's and relay details to attorney in order to get the firms decision to take the case, refer out to another attorney, or point them in a more appropriate direction
- Correspond with medical providers, lien holders, health insurance on matters pertaining to client files (appointments, outstanding balances, etc.)
Legal Assistant
Thomas J. Henry Law Firm
01.2022 - 05.2023
- Maintained strict confidentiality, protecting sensitive client information like social security number, addresses, bank account, and medical information
- Handled scheduling in office and medical appointments for clients
- Kept case status notes, deadlines, issues, and other important dates clear for maximum attorney clarity/efficiency
- Facilitated and maintained communication between attorneys and clients by scheduling meetings, providing status updates, relaying critical information promptly
- Increased client satisfaction by efficiently managing case files and promptly addressing inquiries
- Underwent and completed ligation training to accept promotion
Education
Bachelor Of Arts - Political Science
Concordia University Texas
Austin04.2021
Skills
- Fast learner
- File organization
- Experience in Personal Injury (PI) law
- Client communication
- Document preparation
- Legal research
- Client relations
- Document drafting
- Task prioritization
- Client service and support
- Case management
Accomplishments
- Section of the Year 2024 - Killeen PI
Timeline
Legal Assistant
The Carlson Law Firm
07.2023 - Current
Legal Assistant
Thomas J. Henry Law Firm
01.2022 - 05.2023
Bachelor Of Arts - Political Science
Concordia University Texas
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