Account Manager Case Management
Resume:
Contact
**********.****@*****.***
Bar Admissions
Chinese Attorney’s License
(Since 2006)
CA bar (Since 2021)
Language
English (Native or Bilingual)
Chinese (Native or Bilingual)
Top Skills
Microsoft Office
Microsoft Word
Power Point Excel
Adobe
Clio
Zhili (Lily) Zhang
Experiences
• The Zhou Law Group 09. 26.2022-12.06.2023, San Jose, CA Paralegal and Account Manager
Managed client intake process, including answering phone calls, conducting conflict checks, and scheduling appointments for clients and attorneys.
Assisted in case management by interviewing clients, gathering facts, organizing client-provided documents, drafting legal documents, and handling the opening and closing of case.
Prepared court forms and filed documents with the courts, going to court when necessary.
Interpreted and translated for Chinese-speaking clients and assisted them in communication with the attorneys.
Organized and maintained case files using the firm's document management system.
Addressed client complaints and online reviews, actively resolving issues through effective communication and suggesting internal improvements.
Implemented process enhancements to optimize daily workflow efficiency.
Managed collections, generating monthly bills, facilitating fund transfers, and preparing litigation documents for collections. Monitored bank accounts and online payment platforms, documenting all incoming and outgoing funds. Handled invoices from service providers and ensured timely payments for operational needs.
Trained new employees on the Clio system and office procedures, developing training guidelines.
• Law Offices of Michelle Shao 07.2021-10. 2021, San Jose, CA Contractor Paralegal
Worked closely with partners on general corporate matters, including LLC and C- Corp formation, employee incentive packages, private securities offerings, PE/VC fund formations, corporate financing, and mergers and acquisitions
Prepared SEC filings and state Blue Sky filings
Drafted various agreements, operating documents, and resolutions
• Beijing Changan Law Firm 02.13.2019 - 07.2021 Attorney-at-law
• Beijing Jihe Law Firm 08. 31. 2013 - 02.12.2019 Attorney-at-law
• Beijing Changan Law Firm 06.01.2006 -08.30.2013 Attorney-at-law
• Beijing Beilang Law Firm 05.07.2004 – 05.31.2006 Attorney-at-law 05.07.2004 -12.31.2005 Trainee solicitor
Summary of Key Transactions During Legal Practice in China
• Intellectual Property:
Represented the owners of registered trademark of jewelry/clothes in trademark oppositions process against the opposer.
Represented an overseas company in trademark licensing dispute against a Guangzhou shoe industry company.
Represented a Hong Kong Auction group corporation in the pre-trial mediation and litigation about the copyright infringement disputes.
Drafted and reviewed the trademark license agreements.
Conducted investigation of the computer software copyright infringement for an overseas information systems company.
2
• Corporate:
Drafted and revised corporate internal legal documents, such as the Articles of Association, the rules of procedure of the shareholders’ meeting, the Board of Directors and the Board of Supervisors.
Handled the registration for establishment/cancellation of domestic-funded
enterprises and foreign-funded enterprises (such as the joint venture companies, the wholly foreign-owned enterprise, the investment consulting company).
Provided legal services on a regular basis with providing advises, reviewing contracts, for the publicly listed companies, mining company, telecom test company, chemical company, port company, and public utility company.
Provided legal advices on the matter of unfair competition disputes, investment and financing, asset sell contract.
Provided Legal & Compliance consultation for Mercedes-Benzes Auto Finance Ltd.
& Mercedes-Benz Leasing Co., Ltd.
• Intellectual Property:
Provided legal services on a regular basis with providing advises, reviewing contracts, for the publicly listed companies, mining company, telecom test company, chemical company, port company, and public utility company.
Provided legal advice on the matter of unfair competition disputes, investment and financing, asset sell contract.
Provided Legal & Compliance counsel for Mercedes-Benzes Auto Finance Ltd. & Mercedes-Benz Leasing Co., Ltd.
• Entertainment
Represented a private investor in the investment litigation against the producer of the film.
Provided legal services for the film crew of Authentic Water without Scent, Till Dawn on One Single Way, High Sky and Rich Soil, with negotiating and drafting Cast and Crew Agreement, Advertising Agreement, Copyright Transfer Agreement and etc.
Provided legal advice on regular basis for a culture & media company and a video culture center.
• Labor:
Represented 5 individual employees in labor arbitration against a Guangdong Electric Appliance Co.td.
Represented a private school in labor litigation against its employees.
Represented a dental clinic in mediation process with its employees.
Drafted and reviewed the template employment contract for the company employers
Provided advice on resolving employment disputes to employer company.
• M&A:
Represented an advertising company in the asset acquisition from Japanese listed company (due diligence, business negotiation, legal risk analysis and contract review).
Represented a Telecom Test company (Shanghai A-share publicly listed company) in the equity acquisition from a telecom communications technology Company.
Represented the debtor, Shanghai A-share publicly listed company, in the Debt/equity swap with an asset management company. 3
• Non-Banking Financial Industry & Compliance
Provided Legal and compliance supports to Mercedes-Benzes Auto Finance Ltd., Mercedes- Benz Leasing Co., Ltd., Dongfeng Peugeot Citroen Auto Finance Co. Ltd., including but not limited to:
Provided employee training on legal & compliance topics;
Drafted and reviewed the internal policies from legal & compliance perspective;
Drafted and reviewed retail/wholesale transactional related contracts, such as Memoranda, legal opinion, Auto Loan Master Contract, Mortgage Contract, Finance Lease Contract, Master Guarantee Contract, Accounts Receivable Pledge Contract, Security documents, Equity Transfer Agreement, Written Consent of Directors, etc;
Directly communication with regulatory authorities upon request of the clients;
Conducted legal study for product innovation;
Handled legal disputes between the above corporate clients and their retail/wholesale customers;
Participated in key business negotiation.
Education
• Australian National University & Tsinghua University Master of Project Management (2013- 2015
• Peking University Beijing, China
Master of Intellectual Property Law 2008- 2010
• Peking University Beijing, China
Bachelor’s Degree in law 2000-2004
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