Paralegal

Lee Ann Lee

*** *. ********* ****** ****** Arrow, OK

***** ad5m14@r.postjobfree.com 580-980-

0888

Detail-oriented, highly motivated and self-paced Paralegal with 15+ years of professional experience executing legal and administrative tasks while maintaining a high level of independent judgment and confidentiality. A natural leader and team player able to delegate and communicate effectively and with professionalism. Expert in legal terminologies, computing deadlines, and communication with clients and internal team members. A top achiever with extensive expertise in insurance defense civil litigation, personal injury, medical malpractice and bad faith. WORK EXPERIENCE

Paralegal

Biby Law Firm – Tulsa, OK

February 2024 to present

Civil Litigation, including Personal Injury, Insurance Bad Faith, Premises Liability and Wrongful Death

● Maintain continuous contact with client, insurance adjusters, medical providers and attorneys from intake to trial. Identify insurance coverages for property damage, bodily injury, and UM/UIM coverage, health insurance and workers compensation coverages for potential subrogation claims. Request and organize medical records, bills, liens and subrogation ledgers, draft correspondence, pleadings, discovery, trial exhibits, medical and deposition summaries, chronologies, and docket court deadlines. Paralegal (Remote)

Clapp, Peterson, Tiemessen, Thorsness, LLC - Fairbanks, AK August 2023 to February 2024

Civil insurance defense, medical malpractice

Managed all aspects of case and delegated certain tasks as needed to streamline workflow efficiently. Reviewed, organized and indexed all client documents, prepared and supplemented initial disclosures, reviewed medical records, insurance policies and other client related documents and incorporated pertinent information into case chronology. Identified discrepancies to form specific questions for witnesses for use at depositions and trials.

Extensive background research on potential expert witnesses to identify candidates with qualifications that would meet specific requirements for defense of each case to help achieve favorable outcome at trial.; interviewed and collected CVs, fee schedules, publications and testimony lists to be submitted to lead trial attorney.

Regularly drafted status letters to carriers using legal terminologies to ensure precision and clarity in status of ongoing matters. Hybrid Legal Assistant/Paralegal

Crowe & Dunlevy - Tulsa, OK July **Transitioned to Crowe & Dunlevy from Johnson & Jones with attorney.** 2022 to July 2023

General business and insurance defense civil litigation, including personal injury and catastrophic injury, product liability, intellectual property and premises liability.

● Drafted correspondence and other and expertly formatted briefs and pleadings to include Table of Contents and Table of Authorities to comply with requirements stated in local rules.

● Drafted deposition and medical summaries to communicate case status reporting and updates to client.

● Maintained all documents in an electronic document management system to help with the transition from paper to electronic filing.

● Maintained calendars for multiple attorneys by carefully reviewing documents and local rules to ensure all deadlines were met.

● Coordinated scheduling and travel arrangements by communicating with all parties to develop mutually agreed times to appear for various meetings, inspections and court appearances.

● ECF filing in Federal, Bankruptcy, Civil and Supreme Courts Hybrid Legal Assistant/Paralegal

Johnson & Jones, PC - Tulsa, OK October 2013 to July 2022 Insurance defense with a focus on catastrophic injury, premises liability, product liability, trust litigation and ADR.

● Researched and coordinated the migration of files from one document management system into a cloud based system and worked directly with the software company address issues specific to our firm.

● Coordinated task assignments for associates and paralegals as requested by managing attorney.

● Communicated daily with clients to facilitate acceptance of new case assignments, by reviewing client documents to determine status of service to docket court deadlines and client reporting requirements.

● Collected medical records and bills and carefully reviewed, organized, bates stamped and indexed documents produced in discovery to develop status of damages to assist in development of case strategy for trial.

● Responsible for calendar and docket management including all case deadlines, court appearances and case management events, reminders, tasks and deadlines.

● Assisted in preparation for trial by reviewing file for information to develop Pretrial Order, deposition designations, trial briefing, jury instructions, demonstrative exhibits, juror research, exhibit and trial notebooks.

● Regularly attended and assisted at depositions, focus groups, site inspections, witness interviews and trials, including preparation and presentation of exhibits using Trial Director.

● ECF filing in Federal, Bankruptcy, Supreme Courts.

● Maintained and reported all CLE requirements for multiple attorneys.

● Scheduled and coordinated logistics with multiple parties for very busy mediation practice. Legal Assistant

Best & Sharp - Tulsa, OK October 2009 to October 2013 Insurance defense and civil trial litigation with an emphasis on medical malpractice litigation and municipality law in both district and federal court

● Liaison between attorneys, clients, insurance carriers, adjusters and law firms.

● Document management including in-take, processing, indexing and maintaining all case documents for attorney use and review during fact investigation and case development.

● Heavy transcription, document preparation and filing in both state and federal courts.

● Responsible for calendar and docket management including all case deadlines, court appearances and case management events, reminders, tasks and deadlines.

● All aspects of file management, including processing all case documents, correspondence, and pleadings both on a database and in file form.

EDUCATION

Metropolitan College of Legal Studies Tulsa, OK

REFERENCES AVAILABLE UPON REQUEST

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