Administrative Assistant Accounts Payable
Resume:
ROSEMARY KUPFERT
Marina del Rey, CA
********@*****.***
My goal when consulting with or managing a law firm is to streamline processes with innovative thought, revise procedures to increase workflow optimization, with one result in mind, increased productivity resulting in profitability. I have held positions in law firms as a Technology Consultant, Implementor and Trainer, Director of Operations, Legal Administrator, Billing Expert, Paralegal and Legal Secretary.
• Optimistic, energetic, innovative, motivated, and results driven
• Solid team building and communication skills to increase moral
• Organized, logical with efficient time management skills
• Works well under pressure with a high degree of confidentiality and calmness KJ Injury & Accident Lawyers
Director of Operations
February 2024 – present
• Manage business and administrative operations of a Personal Injury Firm to ensure a high level of client service
• Manage all aspects of HR including on-boarding, off-boarding, compliance with State Regulations, payroll, benefits administration, personnel records, and performance evaluations of legal support staff
• Editing and updating Employee Handbook, review and revise firm and departmental procedures
• Identify changing needs of the office, lawyers, staff, and requirements to support goals of Partners
• Business process refinement, systems assessment, and management to streamline department processes for profitable operations and to support goals of Partners
• Oversee and assist accounting department to ensure client costs are tracked, manage accounts receivable, accounts payable, ACH payments and timekeeper expense reports
• Plan and facilitate firm activities, individual and group meetings, maintain office morale, including motivation, counseling, discipline, and discharge
• Management of vendors; review and approve all supply orders and firm cost invoices
• Management of hardware, software, phone technology, key-card entry system issues; liaison to IT provider
• Facilities management of all equipment and coordination of office move to new building Burch Shepard Family Law Group, APC
Legal Administrator
May 2021 – February 2024
• Manage all operations for a boutique AVVO, Super Lawyers Family Law Firm
• Interview, screen, retain, and onboard all potential clients to increase family law services
• Manage client expectations, concerns, billing issues, and resolve; or escalate to Partners
• Manage time-tracking, client costs advanced, pre-bills, billing, invoice generation, and payments from on-line solutions and trust account
• Trust and Escrow Account management and distributions, including extensive review of court stipulations and real estate transaction documents
• Manage accounts payable, accounts receivable, expense management, prepare firm financials, manage tax deadlines, and tax payment submissions
• Manage collections, prepare Notice of Arbitrations, and manage outsourced collection lawsuits
• Manage, monitor, prepare, and approve payroll for outside vendor; prepare payroll audits
• Manage, prepare, and administer insurance plans, medical benefits, 401k, cash balance plans, and investments
• HR Management in accordance with State and Federal Rules and Regulations
• Management of paralegals, accounting clerk, billing clerk, administrative assistant, and receptionist
• Write job descriptions, manage on-line job boards, interview, hire, on-board, off-board, train, document discipline and manage PTO and schedules
• Review practice area workflows for efficiency, profitability, implement policies and procedures to improve internal processes utilizing software; managed conversion of time and billing software
• Evaluate hardware, software, equipment, liaison with IT provider and monitor evaluate vendor selection
• Ensure attorneys are compliant with State Bar MCLE regulations
• Collaborate with Partners to manage Business Plans, Budgets, and outsourced Marketing
• Ensure Lead Tracking, Sales Conversion and ROI metrics from marketing campaigns with vendor
• Facilities and tenant management for partner owned building; managed complete office remodel
• Mange the Firm’s emergency preparedness and disaster recovery protocols
• Plan and coordinate all company parties and events, including sporting event season tickets BQE, Inc.
Legal Technology Sales Consultant - April 2020 - May 2021 Senior Legal Account Manager - September 2014 – December 2016
• Call on law firm Partners and Administrators to build and sell untapped legal market for CoreLegal time, billing, accounting, and project management SAAS solutions
• Grew legal market awareness and sales 150% in 1.5 years
• Collaborate with Marketing to develop plan to increase sales in legal market
• Generate leads, heavy outgoing sales calls and email requirement to generate business
• Product demonstrations, proposal preparation, up-sell training, and design of custom reports
• Analysis of client’s current software for time, billing, accounting, and project management
• Determine potential client’s technology requirements and provide recommendations
• Discuss any third-party integrations of API’s; work with Engineering to test and develop same
• Work with Engineering to implement Trust Accounting and LEDES Electronic Billing features
• Work with LawPay and Engineering to build and evaluate API for their on-line payment solutions
• Analysis of management reporting and recommend custom reporting to improve processes
• Determine implementation schedule, data migration, customization, and training requirements
• Collaborate with client’s IT to prepare timeline to implement, migrate data, customize and train
• Plan, prepare, and coordinate training, manuals, agendas, and roll-out schedules
• Business development through the ALA, ABA Tech Show, Legal Tech, ILTA and ProVisors
• Arrange speakers for ABA Webinars and other legal providers; moderate same
• Coordinate with Marketing all trade shows attending, swag giveaways and promotional events
• Publish legal technology Blogs, maintain legal website content, white papers, and marketing materials Makin’ Time Matter, LLC
Legal Technology Consultant/Implementor/Trainer (VAR/Owner) November 1999 – May 2021
• Consult with law firm Partners and Administrators to analyze existing software, workflows and provide recommendations for solutions to improve productivity and profitability
• Analyze department and staff requirements, software utilization, workflows, IT requirements and provide recommendations to improve efficiency
• Provide software demonstrations, prepare estimates, training packages, and design custom reports based on firm requirements
• Work with IT provider and client to prepare timeline to implement, migrate data, customize and train staff; coordinate equipment for same
• Install server based software or implement SAAS solution, customize, implement, and train on time, billing, accounting, case management, document generation and document management
• Post-software implementation, analyze and customize for practice area workflows
• Assist in determining firms’ staffing needs post-software implementation
• Design and implement calendar chains for monitoring deadlines for motions, discovery cut-off dates and trial preparation, or implement third-party calendar solution
• Contract with clients to prepare billing, manage collections, and generate month-end reports
• Contract with clients to prepare electronic billing, submit LEDES files to third party vendor, monitor rejections and appeals; resolve same; full understanding of Billing Requirements
• Heavy interaction with IT providers to maintain software, technology, and software updates
• Troubleshooting of data corruption, technical issues and resolve using data repair tools or escalate
• Configure scanners and work with document/case management software
• On-going maintenance of software applications and installation of service releases
• Set-up and configure mobile devices for Exchange Synchronization and other third-party links
• Business development and trade show attendance at ALA, ABA Tech, Legal Tech, ILTA and ProVisors OTB Consulting
Senior Consultant/Trainer – Contractor
March 2000 – December 2010
• Work with OTB principals to implement and train on BKexpress (LexisNexis Time Matters)
• Assist developer with work-flow recommendations for the customization of bankruptcy software
• Write and review training outlines, agendas, and materials prior to training sessions
• Review and evaluate all software customization prior to client roll-out
• On-site training for large law firms with 20 to 125 staff nationwide with laptops
• Remote training for small law firms ranging from 1 to 20 staff nationwide
• Set-up and configure laptops, projectors, and audio for on-site trainings
• Testing of all technology prior to training sessions and troubleshoot issues during sessions
• Provide individual “floor support” training to staff post post-roll out
• Outstanding ability to keep trainings on schedule, energized and students motivated to learn
• Attend NACBA, ABA Tech, ITLA and networking events to market BKexpress Past Law Firm Experience
Feldhake, August & Roquemore, Legal Assistant
Cadden, Fuller & Burkhalter, LLP, Office Administrator Stevens, Kramer & Harris, Office Manager
Rus, Miliband, Williams & Smith, Legal Assistant/Paralegal Cummins & White, Branch Office Manger
Coultrup Construction/Development Company, Office Manager Kindel & Anderson, Legal Secretary/Assistant to Office Manager Syntrex Computers/Office Manager and Trainer
Educational Background and Accomplishments
Criss Business College – Associates of Arts in Business Administration UCI – Human Resource Management
CIC Trainer for Lexis-Nexis for large law firm implementations for Time Matters/Billing Matters Member of the Timeslips Steering Committee
Selected for Beta Testing Group for Lexis-Nexis Billing Matters Software Certifications/Additional Experience
In-process of obtaining ALA CLM Certification
Timeslips, QuickBooks On-Line, Time Matters/Billing Matters, Tabs/PracticeMaster, LawToolBox, ProLaw, PC Law, Amicus Attorney, CompuLaw Vision, HotDocs, BillQuick, CoreLegal, CLIO Value-Added Reseller/Certified Consultant/Trainer for Lexis, Thomson, Sage Timeslips and PeachTree Past Extended Board Member of Orange County Association of Legal Administrators Past Vendor for Association of Legal Administrators Member of ProVisors Professional Networking Group
Assist Partner J. Scott Williams, President of Federal Bar Association Assist Partner Robert Burch, OC Bar Association President of Family Law Section Assist Partner Courtney L. Shepard, Secretary of Association of Certified Family Law Specialists
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