Terri D. Coleman
Forney,Texas
Summary
Highly experienced legal secretary skilled in providing comprehensive support to legal teams, including attorneys and paralegals. Possesses in-depth knowledge of legal terminology, court filing processes, and document management systems. Strengths include strong organizational skills, ability to manage confidential information with discretion, and capability to adapt to changing priorities quickly. Contributed to improving office efficiency by streamlining document retrieval processes and enhancing communication channels within teams.
Overview
23
23
years of professional experience
Work History
Senior Legal Secretary
Continental Casualty Company
Dallas, TX
07.2004 - 10.2023
- Company Overview: CNA Coverage Litigation Group/Corporate Litigation
- Highly experienced legal secretary supporting five litigation attorneys and one paralegal in insurance coverage litigation firm
- Provide back-up coverage for eight other litigation attorneys as needed
- Support managing attorneys: Assisted in start-up of Dallas coverage counsel office
- Prepared and provided various reports to Managing Attorneys
- Acted as On-Board Buddy for new secretaries
- Managed all aspects of Citibank reconciliation, including retrieval of monthly statements, completion and submission of the reconciliation reports and all receipts
- Support litigation attorneys: Preparation of pleadings, motions, correspondence, deposition notices, and shell discovery documents
- Calendar deadlines and appointments using the TeamConnect program and Outlook
- Preparation of table of contents and table of authorities
- Redaction of information from documents/policies to be used as exhibits for summary judgment motions and/or discovery productions
- Preparation of pro hac vice documents for attorneys in multiple out-of-state courts
- Assist paralegal in trial preparation and pretrial designations
- Use both Federal and State Court electronic filing systems
- Prepare attorney expense reports and assist in making travel arrangements
- Closely work with vendors to ensure project specifications meet CNA guidelines
- Act as liaison between IT and attorneys/staff to trouble shoot IT issues
- Assist attorneys in completing mandatory TeamConnect fields
- Assist attorneys in initiating legal holds
- Legal Technology Champion: Traveled to Chicago for participation in extensive training
- Attend and/or lead monthly conference calls/webinars in order to enhance skills and enable me to provide assistance to the managers, attorneys and staff within the Dallas office and other coverage office locations
- Provide training of various other programs/applications to attorneys, paralegals and secretaries through one-on-one sessions, including, but not limited to TeamConnect, Adobe, Electronic Filing Systems, ShareFile and creating Tables of Contents and Tables of Authority
- Change Champion: Participate in Change Champion conference calls; act as liaison between office and business partners to advise of upcoming changes in programs/applications; report issues brought about by changes to Change Champion leaders; attend follow-up calls until all issues are resolved
- CNA Coverage Litigation Group/Corporate Litigation
Legal Secretary
Fireman’s Fund Insurance Company
Dallas, TX
01.2001 - 01.2004
- Company Overview: Caron Constants & Wilson - Insurance Coverage
- Supported three attorneys and a paralegal in insurance coverage litigation firm
- Responsibilities included typing/dictation, preparation of pleadings, correspondence, coverage opinions, entering attorney time, scheduling travel arrangements, preparation of expense reports, handling mail
- When the firm dissolved, assisted Lead Senior Counsel in the Dallas location in opening the coverage counsel office for Continental Casualty Company
- Caron Constants & Wilson - Insurance Coverage
Schell & Quillin, LLP
- Company Overview: Insurance Defense
- Insurance Defense
Jackson Walker
- Company Overview: Labor & Employment
- Labor & Employment
Stradley & Wright
- Company Overview: Insurance Defense
- Insurance Defense
Education
Some College (No Degree) - Business
Eastfield College
Mesquite, TXSkills
- Proficient Time Management
- Litigation Support
- Litigation Filing Proficiency
- MS Office proficient
- Effective in Managing Multiple Tasks
- Exhibit preparation
- Document Proofreading
References
Available upon request.
Timeline
Senior Legal Secretary
Continental Casualty Company
07.2004 - 10.2023
Legal Secretary
Fireman’s Fund Insurance Company
01.2001 - 01.2004
Schell & Quillin, LLP
Jackson Walker
Stradley & Wright
Some College (No Degree) - Business
Eastfield College
Similar Profiles
Stephen BortolussiStephen Bortolussi
Underwriter at Atlantic Casualty Insurance CompanyUnderwriter at Atlantic Casualty Insurance Company
Sarah P. HallSarah P. Hall
Aviation Claims Examiner at Tokio Marine Houston Casualty CompanyAviation Claims Examiner at Tokio Marine Houston Casualty Company
Gaston GriffinGaston Griffin
Senior Claims Adjuster at Mississippi Farm Bureau Casualty Insurance CompanySenior Claims Adjuster at Mississippi Farm Bureau Casualty Insurance Company
Joshua GarciaJoshua Garcia
Asisitant General Manger at Original ChopshopAsisitant General Manger at Original Chopshop
Wade WillhiteWade Willhite
Merchandiser at Andrews DistributingMerchandiser at Andrews Distributing