Communication and Organizational skills
Reliable, honest and dedicated
Excellent grammar and English skills
Discovery
Draft Discovery responses for Interrogatories, Special Interrogatories, Request for Production of Documents, Request for Admissions and other responses.
, Table of Contents and Table of Authorities.
Legal:
Civil
Family law
Bankruptcy
Probate
Corporate
Workers' Compensation
Scheduling:
Organize meetings via telephone or in person
Coordinate depositions, court call
Follow ensuring all parties have accepted invitation either orally or via meeting request
Ensure availability of resources to conduct meeting such as conference line, conference room, GoTo meeting, WebEx, documents available, coffee, water, lunch, etc.
, flip charts, pens, etc
Travel: research and book plane, taxi, limousine, hotel reservations (domestic/international)
Personal: doctor/dentist appointment; children events; personal activities
Bookkeeping:
Billing (invoicing/collections/record payments)
Expenses/Reconciliation Recording (Xero, QuickBooks; Spreadsheet, FreshBooks)
Journal Entries
Accounts Payable/Accounts Receivables
Reconcile Bank Statements
Payroll
Spreadsheet entries
Receipt entries (Xero, QuickBooks, Spreadsheet, Expensify)
Organization
Coordinate with Accountant
Manually enter credit card/bank statement expenses
Download transactions for bank account/credit card accounts
End of Month/Year reports
Document Processing and Formatting:
Receive and edit documents which may include correspondence, memorandums, reports, graphs, tables, manuals, and book
Ensure all documents are proofread, accurately, well-presented using the format and style requested
Document comparison (WorkShare, Microsoft)
Receive pleadings, forms and legal documents via email, fax and pdf with attorney's handwritten mark-up; edit according to mark-up using
redline, proof for accuracy and send back to attorney for additional editing or final review
Table of Contents
Table of Authorities
Workers' Compensation
Prepare Workers' Compensation filings
Request medical records and bills
Transcribe correspondence and demand letters
Set up AMEs, P/QMEs, QMEs etc.
, and depositions
Send out notices for hearings and appointments to clients
Review medical records for missing dates of service, billing and unrelated body parts
Correspondence:
Prepare and edit legal correspondence to Judges, court clerk, clients, opposing parties and counsel
Send via email, U.
S.
Postal Service or facsimile
Transcription:
Legal/General/Medical Transcription
85 WPM
Programs:
WorkShare Program, GoTO My PC, Microsoft Office, WordPerfect, Excel, ACT, PowerPoint, Quickbooks, Quicken, Xero, Salesforce, DropBox, Timeslips with Timeslips Remote (Legal and General)
Equipment:
Dictation Equipment -- both mini and standard cassette tapes, Foot pedal for transcription purposes, Transcription transferred through the internet via wav, MP3, FTP and others.
Contact information listed below to discuss services.
Resume and references will be furnished upon request.
707 484 9786
Michelle
mlm328@sbcglobal.
net
Whatsapp
