William R. Carmichael
Phoenix,AZ
Summary
Professional, leveraged expertise in medical record analysis, electronic filing systems, document management, coordinating deadlines, and maintaining client communications to ensure accuracy and compliance. Known for effective group collaboration and adaptability while always focused on achieving results and meeting deadlines. Strong organizational skills and a proactive approach to problem-solving for a reliable asset to any team.
Overview
14
14
years of professional experience
Work History
Retail Shift Lead
Bark if You’re Dirty
07.2024 - 04.2025
- Assist customers in making healthy choices for different kinds of pet foods.
- Provided expert guidance in operational organization, process execution, floor efficiency and ensure each customer has individual help.
- Act as the point of contact to resolve any issues customers might experience and solve problems.
- Communicate with customers, provide updates for any specialty orders, and notify them upon arrival.
- Unload supply trucks several times a week and place stock on the shelves.
Medical Research/Legal Assistant
Robert P. Schuster P.C.
06.2022 - 07.2023
- Read medical records, organize, notate, research abnormalities & potential lapse of care issues, and write medical records summary.
- Proofread correspondence revisions and expert reports.
- Contact potential clients for intake procedures and supporting witness interview purposes.
- Communicate with clients and provide case updates.
- Maintain legal pleadings, documents, and database.
- Track case deadlines and calendar same.
- Managed accounts and client records of clients, observing confidentiality, and extreme discretion.
- Gathered key information during initial client intake interviews that contributed significantly to the formulation of effective legal arguments.
Paralegal
Degnan Law Group
12.2021 - 02.2022
- Prepare initial draft documents for litigation and discovery.
- Proofread with suggested revisions, correspondence and pleadings.
- Assist senior paralegals as needed and e-file documents as required.
- Maintain customer relations with clients, providing updates and copies of filed documents.
- Track case deadlines and appropriately calendar same.
- Liaised with other paralegals and legal staff to complete common tasks on schedule.
- Communicated with clients, opposing counsel and court personnel to keep all parties informed on case updates.
Paralegal
Sorrell Law Firm PLC
02.2021 - 04.2021
- Draft probate documents, appropriate IRS/ADOR forms, and other estate documents as required.
- Facilitated timely and accurate billing by recording billable hours, expenses, and other relevant information in the firm''s billing system.
- Draft client correspondence for review.
- Track various deadlines for each case and appropriately calendar same.
Paralegal, Office Administration
D.H. Carmichael Law Group
04.2014 - 05.2020
- Assisted counsel in preparing answers, providing documentation, and information for discovery request.
- Edited and proofread legal documents to verify accuracy.
- Prepare billing for each client, track costs advanced and accounts receivable data.
- Chart client files updating legal filings, records, and customer service phone calls.
- Communicate with clients regarding updates and case status as needed.
- Managed scheduling of court calendars and deadlines to maintain smooth flow of firm operations.
- Pay submitted invoices for accounts receivable, rent, phone, internet, and other office overhead.
- Monitor, track, and authorize advertising expenditures for the law firm with independent consultants.
- Create electronic data files for each client with folders for each client’s case.
- Assist in the preparation of discovery, disclosures, depositions, experts, and correspondence.
- Electronically Bates Number documents for disclosures and exhibits.
- Prepare multiple copies of trial exhibits as needed and supervise hired temporary workers.
Legal Assistant
Bennett, Carmichael, and Kennedy, LLP Attorneys at Law
04.2011 - 01.2013
- Handled office scheduling and made notes for deadlines, motions, and other important dates.
- Research legal and medical questions for each case as needed.
- Improved communication between attorneys and clients by scheduling meetings, providing status updates, and relaying critical information promptly.
- Write memos and rough draft proposals for briefs.
- Electronic client information management.
- Communicate with clients regarding updates and case status as needed.
Education
Certificate - Paralegal Studies
Boston University
Boston, MA08-2019
Skills
- Microsoft Office (Word, Excel, etc)
- Adobe Acrobat Pro DC
- Proficient in conventional and flexible problem-solving
- Experienced in maintaining composure in customer interactions
- Turbo-Court
- PACER
- Probate
- Medical malpractice
- Proofreading
- Calendar management
- Legal drafting
- Editing
- Litigation
- Estate planning
- Document management systems
- Customer-focused assistance
- Problem-solving
- Reliable and responsible
- Creative thinking
Links
http://www.linkedin.com/in/william-r-carmichael
Military Service
- Branch: Army and Naval Reserve
- May 1990 to July 2000
- Air Ambulance Trauma Flight Medic.
- Lateral transfer to Naval Reserve Corpsman.
Timeline
Retail Shift Lead
Bark if You’re Dirty
07.2024 - 04.2025
Medical Research/Legal Assistant
Robert P. Schuster P.C.
06.2022 - 07.2023
Paralegal
Degnan Law Group
12.2021 - 02.2022
Paralegal
Sorrell Law Firm PLC
02.2021 - 04.2021
Paralegal, Office Administration
D.H. Carmichael Law Group
04.2014 - 05.2020
Legal Assistant
Bennett, Carmichael, and Kennedy, LLP Attorneys at Law
04.2011 - 01.2013
Certificate - Paralegal Studies
Boston University
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