TRACY M. MORGAN
Palm Beach Gardens,FL
Summary
Certified Paralegal motivated to continually improve and extend personal skills and knowledge to attain increased responsibility and opportunities for professional growth.
Overview
27
27
years of professional experience
1
1
Certification
Work History
Advanced Certified Paralegal
Vernis & Bowling of
Palm Beach, P.A.
01.2001 - Current
- Full knowledge of case handling from inception of case until settlement and/or trial
- Prepare pleadings, discovery responses, medical summaries, page-line summaries, medical bill summaries
- Obtain and prepare analysis of background information on individuals, perform public records request and follow up for additional history on individuals
- Prepare attorney for Trial, Mediations and Depositions
- Prepare Jury Instructions and Verdict Forms for use at Trial
- Transcription of recorded statements including multi-speaker transcription
- Attend Trial and assist managing partner through Trial
- Help assist with various office related duties
- Assisted counsel in preparing answers, providing documentation and information for discovery request.
- Contacted key witnesses to testify at trial.
Legal Assistant/Paralegal
Pallo & Marks
, P.A.
01.2000 - 01.2001
- Scheduling, calendaring, draft pleadings transcription of dictation
- Timesheets
Legal Secretary
Moffet & Alexander
, P.A.
01.1998 - 01.2000
- Answer phones, draft pleadings
- Scheduling and calendaring, billing, time entry
- Transcription of dictation
Legal Secretary
Law Office of Bert Winkler
01.1997 - 01.1998
- Answer phones, draft pleadings, scheduling, calendaring Transcription of dictation.
Accounting Clerk
Edwards & Angel
, P.A.
01.1995 - 01.1997
- Managed Trust Accounts, billing, accounts payable, accounts receivable.
Education
Obtained Advanced Certified Paralegal Certificate in Trial Practice from -
NALA
2016
Obtained Certified Paralegal Certificate from NALA -
NALA
2001
A.S. Degree - Legal Assistant
Palm Beach Community College
1999
Diploma - undefined
Jupiter High School
1991
Skills
- Computer Skills:
- Outlook, Microsoft Word
- Wordperfect, Excel
- Client Profiles, Aderant Total Office
- Juris
- Westlaw Next
- Lexis Nexis
- Office 365
- Jury Selection
- Office Supplies and Inventory
- Subpoena Coordination
- Trial Preparation Assistance
- Case File Preparation
- PACER
- Proficiency in MS Office
- Legal Research
- Confidentiality Understanding
- Trial Proceedings
- Litigation Support
- Team Support
- Preparing Exhibits
- Administrative Duties
Certification
- Advanced Certified Paralegal in Trial Practice
Timeline
Advanced Certified Paralegal
Vernis & Bowling of
01.2001 - Current
Legal Assistant/Paralegal
Pallo & Marks
01.2000 - 01.2001
Legal Secretary
Moffet & Alexander
01.1998 - 01.2000
Legal Secretary
Law Office of Bert Winkler
01.1997 - 01.1998
Accounting Clerk
Edwards & Angel
01.1995 - 01.1997
Obtained Advanced Certified Paralegal Certificate in Trial Practice from -
NALA
Obtained Certified Paralegal Certificate from NALA -
NALA
A.S. Degree - Legal Assistant
Palm Beach Community College
Diploma - undefined
Jupiter High School
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