813-***-**** CELL

DeAnna “Kasey” Ortiz

Summary

Plaintiff personal injury, medical malpractice paralegal with over 24 years of law office experience – primarily litigation and case management. Proficient in Microsoft Office (Word, Excel, PowerPoint and Outlook) Word Perfect, Practice Perfect, Amicus, Client Profiles, Abacus, Trial Works, Legal Files, Time Matters and PC Law.

Employment

History

CONFIDENTIAL 2013-Present

Litigation Paralegal/Manager Medical Malpractice/Wrongful Death Cases

Responsibilities include: New client intakes, Managing files from date of inception until settlement or verdict has been reached, including but not limited to creating a matter in our system, preparing all necessary retention documents, sending out documents either via DocuSign or via electronic mail; drafting and filing complaints and discovery (E-file I am also well versed in (Federal filing, 2nd DCA filing), ordering medical records/bills, requesting subrogation liens, negotiating liens, preparing medical records summaries, preparing summons/subpoenas, scheduling depositions, mediations, CME’s and scheduling all court hearings, preparing for mediations, scheduling trials, including calendaring all deadlines; preparing for trial/arbitration which includes all exhibits in binders, making sure all Motions are filed and set for hearing, attending trials (I have attended/participated in over ten (10) jury trials), preparing and answering all discovery. I have a great repore with all of my clients and I strive to make sure that they are satisfied. I was promoted to manager after 3 years. I do all the interviewing of potential new employees, training new employees, assigning files to all legal assistants. I am responsible for nine (9) legal assistants. I work for 10 attorneys (all at once) and I do everything. I am reliable and 100% loyal and do my job very well. I am very critical of my own work so I am so what of a perfectionist, but I have the mind frame that no matter what firm I am at, we have to be cognizant and make sure to review even what the attorneys have drafted because we represent not only that firm but the attorney’s whose bar number is on any pleading we file. I am very big on communication with the attorney and/or the client. I know my place when it comes to defense counsel, experts, JA’s etc. I am very respectful to everyone. I am excellent at keeping my cases going and eager to set depositions, mediations in hopes of a quick settlement. I currently have 6 paralegals under my direction in which I manage, help and train in addition to my caseload.

Christopher Ligori & Associates 2011- 2013

Litigation Paralegal Tampa, Florida

Responsibilities included: New client intakes, Managing files from date of inception until settlement or verdict has been reached, including but not limited to drafting and filing complaints(Efile), ordering medical records, requesting subrogation liens, negotiating liens, medical records summaries, preparing summons, scheduling depositions, mediations, CME’s and scheduling all court hearings, preparing for mediations, scheduling trials, preparing for trial, attending trials, preparing and answering all discovery.

Tucker & Ludin, P.A. 2009 – 2011

Litigation Paralegal Clearwater, Florida

Responsibilities included: New client intakes for Personal Injury; Social Security Disability, Long/Short Term Disability Claims; Health Insurance Claims, Pension/401k Benefits; and Veterans Claims. Federal Court E-Filings; draft pleadings, discovery, scheduling mediations, depositions, IME’s (CME) FCE, and Vocational Rehabilitation.

Limberopoulos Law Firm 2008-2009

Supervising Paralegal/Case Manager Tampa, Florida

Responsibilities included preparing and maintaining all personal injury, nursing home, medical malpractice and product liability case files from start to finish - drafting pleadings, propounding and answering discovery, scheduling depositions, mediations, IME's (CME) and court hearings, as well as scheduling EUO's. Ordering all medical records, preparing letters to opposing counsel, negotiating settlements and preparing demand packages. Answering the telephone, taking new client calls assisting in the AR/AP department.

Lorraine Valenti, P.A. 2007-2008

Paralegal Tampa,Florida

Responsibilities included preparing defense and plaintiff files - drafting pleadings, sending out and answering interrogatories, answering interrogatories, scheduling depositions, mediations, IME's (CME) and court hearings, as well as scheduling EUO's. Ordering all medical records, preparing letters to opposing counsel, negotiating settlements and preparing demand packages. Managing files from date of inception until settlement and/or verdict has been reached.

Medina Law Firm 2003-2006

Paralegal – Personal Injury Tampa,Florida

Responsibilities included New client intakes, Managing files from date of inception until settlement or verdict has been reached, including but not limited to drafting and filing complaints, ordering medical records, requesting subrogation liens, negotiating liens, medical records summaries, preparing summons, scheduling depositions, mediations, CME’s and scheduling all court hearings, preparing for mediations, scheduling trials, preparing for trial, attending trials, preparing and answering all discovery.

Bales Weinstein 2002-2003

Legal Assistant – Personal Injury Tampa, Florida

Responsibilities included handling all new client, maintaining 40-60 pre-suit cases from intake through demand and/or settlement phase, requesting all medical records, bills, insurance information, and preparing demands.

Wilkes & McHugh 1999-2002

Pre-Suit Supervisor – Nursing Home Tampa,Florida

Responsibilities included supervising and training new employees in the pre- suit phase. Obtaining medical records, sorting and tabbing medical records, medical records summaries, meeting with medical experts and reviewing medical records to determine if there was a valid claim, discussed the findings with attorneys, and prepared the affidavits of the expert’s findings.

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