Jennifer Lacy

adzs37@r.postjobfree.com • • 214-***-****

Education

American Institute of Paralegal Studies

July 2007 Paralegal Certificate

• Paralegal Studies

Southern Methodist University

May 1999 Bachelor’s Degree

• Psychology with emphasis on Sociology

• Psychology of Law

• Criminal and Deviant Behavior

• Abnormal Psychology

• Organizational Psychology

Experience

Dykema Gossett 1717 Main Street, Suite 4200, Dallas, TX 75201 Administrative Assistant Support (Legal Secretary Floater) August 2022-January 2023

• Submit and reconcile invoices and expenses

• Organize and maintain notary commissions

• Assist with projects with other secretaries and

notaries

• Same additional duties as with previous

employers as well

• Maintain calendar and case docketing system

• Draft various legal documents and

correspondence

• Prepare binders and exhibits for hearings

• Maintain and assist in updating

• Assist in coordinating with firm events

• Conduct conflict checks

• Close case files and return to records department

• Assist and work with accounting department to

reconcile expenses and invoices and contact

clients to check on status of payment of invoices

• Assist HR Administrator in various matters

• Corporate litigation, bankruptcy, civil litigation, business law, real estate

Maurice E, Klein, PC 5400 LBJ Frwy, Suite 1200, Dallas, TX 752240 Paralegal May 2020-August 2022

• Notarize documents

• Draft petitions and other documents with various court

• Coordinate meetings with clients

• Pick up documents from the clients and courts or clerk’s office in the Metroplex

• Estate planning and probate, business law and

real estate issues

Colin Smith Law, PLLC 5400 LBJ Frwy, Suite 1200, Dallas, TX 752240 Paralegal October 2018-August 2022

• Conduct interviews with potential clients

• Notarize documents

• Schedule hearings

• Contact Social Security Administration

regarding disability cases

• Obtain office supplies

• Copy and scan documents

• Work in Clio- update contacts and

notes/documents

• File documents with courts and clerk’s office

• Update clients about their case

• Travel to out of county Clerk’s office to obtain documents

• Coordinate with process server

Jennifer Lacy

• • •

• File legal documents with Recorder’s Office and

Tax Office

• E-file legal documents, initiate and monitor

record orders, prepare draft subpoenas and

depositions

• Pick up and organize client documents as well as maintain a spreadsheet of items received

• Summarize documents

• Estate planning and probate with trial

experience, SSDI, SSI and business law

Cerami- (Polsinelli Project) 325 N. St. Paul Street, Suite 2040, Dallas, TX 75201 Contract Paralegal April 2015-2019 (Various projects)

(Polsinelli April 2015- October 2018)

• Update Pleading Index

• Maintain War Room

• Assist in projects for court hearings, Peer reviews, deposition, etc.

• Draft various depositions

• Assist with discovery matters

• Research witnesses

• Update Legal Anywhere database

• Maintain eRoom and virtual data room for clients

• Answer and direct calls for the attorneys in the firm

• Prepare attorneys for hearings, depositions,

mediations, and trials including notebooks with

pertinent pleadings, discovery and documents

• Review and summarize depositions

• Review and summarize medical billing, employment records and insurance documents.

• Meet with clients and expert witnesses

• Prepare medical chronologies and medical expense recaps, perform legal research, and interpret local, state, and federal laws, statutes, and case law

• Prepare correspondence, status reports, and pre- mediation and pre-trial reports for clients

• Coordinate and schedule depositions, mediation

hearings and trials.

• Corporate litigation, medical malpractice, legal malpractice, bankruptcy, healthcare, civil litigation Collabera- (BoA Project) 16001 North Dallas Parkway, Addison, TX 75001 EXECUTIVE NOTARY, BANK OF AMERICA April 2013 – October 2014

• Notarize Substitute of Trustee, Assignment of Bids, Assignment of Mortgage, Notice of Pendency

• Complete notary blocks

• Perform oath and verification of identification

• Review documents before notarization

• Handle notarizing of Vice President documents

(mobile notary)

• Review documents before notarization

• Knowledge of the various documents

• Real estate matters regarding home loans and

foreclosures

Maple Law Center

5353 Maple Avenue, Suite 100, Dallas, Texas 75235 Paralegal October 2012 – November 2012

• Draft pleadings, discovery and various

correspondence

• Heavy transcription

• Notary

• Emphasis on civil litigation, personal injury, family

(divorce, custody and modifications) and criminal

law (DWIs and traffic tickets)

Andrew Jee, P.C./Sumner, Schick & Pace, L.L.P. 3811 Turtle Creek Blvd., Suite 600, Dallas, Texas 75219 Paralegal February 2007 – September 2010

• Assist 3-5 attorneys and law clerk

• Draft pleadings, motions, discovery and

correspondence

• Heavy transcription

• Notary

• Filing and organizing client files and notebooks

• Open, maintain and close client files

• Schedule depositions and mediations as well

as setting up the conference room

• Skip tracing- locate witnesses and other parties

• Collating documents for mediation, deposition and trial

• Calendaring

Jennifer Lacy

• • •

• Handle calls and any issues with parties involved needing immediate attention

• Contact the various courts

• Locate documents and information relevant to the case from client’s locations

• File management (Physical and computer files)

• Prepare pre-trial scheduling motions and orders

• Prepare draft jury charge, witness list, exhibit list, and page/line deposition designations

• Attend pre-trial and assisting with voir dire and exhibits.

• Review and analyze pleadings, discovery, and

various legal issues to assist attorneys in

implementing appropriate legal action

• Prepare draft pleadings, motions, deposition notices, discovery requests, responses and objections

• Emphasis on family, criminal and complex civil

litigation (contract disputes and employment issues), business law, felony and misdemeanor criminal law, personal injury

Skills

• Microsoft 365

• Windows

• WordPerfect

• Microsoft Word

• Microsoft Excel

• Microsoft PowerPoint

• Westlaw

• NexisLexis

• Notary Public

• Dictaphone

• Scanner

• Copier

• Typing

• Pacer

• PublicData.com

• Lender Processing Servicing

• ProDocs

• Relativity

• Carpe Diem Time Entry

• Attorney Desktop

• Meeting Room Manager

• Legal Anywhere

• iManage/FileSite/WorkSite

Contact this candidate