Terri Klein
Legal Assistant
Tucson,AZ
Summary
Seasoned Legal Assistant with 29 years of experience supporting attorneys across diverse practice areas. Detail-oriented and highly organized. Skilled in case management, calendar management, client communication, and legal document preparation & filing. Adept at managing multiple priorities while maintaining confidentiality and accuracy.
Overview
29
29
years of professional experience
Work History
Legal Assistant
Mesch Clark Rothschild
01.2023 - Current
- Provide comprehensive support to a team of 3 attorneys in personal injury / medical malpractice matters.
- Prepare and edit complex legal documents including motions, pleadings, disclosure and discovery.
- Coordinate depositions, trial preparation, and court appearances.
- Potential new client intake, case management and calendar management.
Legal Assistant | Marketing Coordinator
The Law Office of David I. Karp, PLLC
01.2022 - 01.2023
- Lead Client Care Coordinator generating monthly income stream ~ $8,000 from Client Care renewals.
- Schedule appointments, manage and maintain client files; track court filings and deadlines; draft legal documents; draft correspondence to case interested parties; interact with clients in-person, by phone and email; prepare filings for Arizona courts.
- Organized large-scale continuing education events for social workers and nursing home administrators in elder care.
- Organize monthly webinars on various topics for our Client Care members; organize monthly luncheons for financial advisors; prepare standard operating procedures; various office administration duties; back up to reception and telephone duties.
Legal Assistant | Receptionist
Rabb and Rabb Law Offices
01.2020 - 01.2022
- Communicate with clients by phone, in-person and in writing; potential new client intake.
- Document and case file management; draft pleadings and discovery/disclosure documents; records management.
- Calendar management; summarizing legal documents; legal research; investigation; deposition scheduling; general reception and office duties.
Receptionist
Valentine Law Offices
01.2019 - 01.2020
- Delivered hands-on assistance with the preparation of estate planning legal documents, including wills, trusts, property agreements, pour over wills, and powers of attorney.
- Performed wide range of operations, including scheduling appointments, client contact, and transcription.
Paralegal
Mac Ban Law Offices
Tucson, AZ
01.2011 - 01.2019
- Maintained case files, preparation of and indexing of disclosure and discovery, manage calendar, draft initial pleadings, motions, responses and filing of all court documents.
- Daily contact with clients and insurance adjustors.
- Trial preparation, deposition scheduling, and transcription.
Paralegal
Pima County Attorney's Office
Tucson, AZ
01.1996 - 01.2011
- Staff leadership at the juvenile division; collaboration with the Diversion Supervisor in imposing consequences on misdemeanor defendants.
- Orchestrated searches in identifying offenses committed by defendants, establishing key information for court hearings.
- Enhanced productivity through planning, tracking and analyzing of over 100 misdemeanor case files each day; conducting successful information research aligned with case needs prior to trial.
Education
Associate of Applied Science - Legal Assistant Studies
GPA: 4.0 with High Honors in both Civil and Criminal Law Specialties
Skills
- Litigation Support
- Trial Management
- Drafting & Filing Legal Documents
- Case Management Software
- Microsoft Office Suite
- Adobe Acrobat
- Customer Service
- Data Entry
- Time Management
- Transcription
- Calendar Management
- Needs Assessment
- Scheduling/Appointments
- Arizona Notary Public
Personal Information
Title: Legal Assistant / Paralegal
Timeline
Legal Assistant - Mesch Clark Rothschild
01.2023 - Current
Legal Assistant | Marketing Coordinator - The Law Office of David I. Karp, PLLC
01.2022 - 01.2023
Legal Assistant | Receptionist - Rabb and Rabb Law Offices
01.2020 - 01.2022
Receptionist - Valentine Law Offices
01.2019 - 01.2020
Paralegal - Mac Ban Law Offices
01.2011 - 01.2019
Paralegal - Pima County Attorney's Office
01.1996 - 01.2011
Pima Community College - Associate of Applied Science, Legal Assistant Studies
Similar Profiles
Terri A. KleinTerri A. Klein
Legal Assistant at Mesch Clark RothschildLegal Assistant at Mesch Clark Rothschild
Elizabeth A. GliderElizabeth A. Glider
Business Manager at MESCH, CLARK and ROTHSCHILD, PCBusiness Manager at MESCH, CLARK and ROTHSCHILD, PC
Jamie SanchezJamie Sanchez
Billing Clerk at Robin RothschildBilling Clerk at Robin Rothschild
Jazmine ArnoldJazmine Arnold
Barista at StarbucksBarista at Starbucks
Kimberly FigalKimberly Figal
Community Preservation Officer at City of Yorba LindaCommunity Preservation Officer at City of Yorba Linda