Project Manager Client Service

GERARDY A. CARRENARD

**** ********* ****, *** *****, NY 11706 703-***-**** ***********@*****.***

Dedicated professional with years of leadership experience in the legal field as a eDiscovery Project Manager, Paralegal Supervisor and / Senior Paralegal for both private and public sectors; worked with mid to large law firms, vendors, and major divisions of the Security and Exchange Commission. Familiarity with documenting workflow and best practices for collection, review, and production of client data; ensure exemplary client service and communication management to all internal and external clients; valuable team player with attention to detail; strong organizational/communication; time management skills; and NY State Notary. Casepoint, LLC

• Provides eDiscovery and litigation support consulting, high level issue resolution, and technical and workflow solutions development and deployment.

• Executes and manages, risk, communication project plans, as well as provide budget management for projects or matters in conjunction with the manager and/or Client Success Manager.

• Develops and properly document projects including workflows, roles and task assignments, estimates, time tables, and process improvements.

• Ensures standard procedures for projects are consistently applied ensuring service delivery.

• Acts as the primary point of contact and the liaison for technology and issues between legal team, technical staff, and service providers to ensure proper communication between all parties.

• Facilitates and completes training sessions for internal and external clients regarding end user functionality within eDiscovery tools.

• Provides ongoing status reports to the client at the project level on cost, scope, and schedule actuals.

• Delegates appropriate workflow tasks to analysts, including data management, processing, production, and quality control.

• Ensures exemplary client service and communication management to all internal and external clients; proactively promote client service throughout department and among teams; respond to peer requests with recognition that request serves a client need.

• Conducts project kick off calls and regular client check-ins. Morgan, Lewis & Bockius, LLP

• Acted as the primary point of contact and the liaison for e-discovery and litigation support between legal team, eData Legal, eData Practice Technology, technical staff, vendors and discovery consultants to ensure proper communication between all parties.

• Consulted on best practices for projects, implement formal meeting schedules, proactively addresses issues, and messages resolution.

RELEVANT EXPERIENCE

• Provided expert consultation on eDiscovery technology and best practices to ensure the highest level of client service and satisfaction is attained in all areas of the position.

• Developed cost estimates and advise clients on maximizing efficiencies and cost reductions, manage actual cost to resources during life cycle of the project and complete all eData billing procedures.

• Monitored and controlled schedule, cost, and quality aspects of the project while delivering logistical support to the legal team as related to the eData Practice Technology portions of the project.

• Developed and adhere to Firm protocol to properly document eDiscovery project plans including workflows, role and task assignments, estimates, time tables and process improvements.

• Ensured standard procedures for eDiscovery and litigation support projects are consistently applied.

• Executed and managed eDiscovery project plans, risk management plans, communication plans as well as provide vendor and budget management for eDiscovery and litigation support projects in conjunction with the manager and/or Senior Project Manager. The Garden City Group, LLC

• Created and executed project work plans and revisions as appropriate to meet changing needs and requirements.

• Identified resources needed and assigned individual responsibilities, identifying reviewers’ strengths.

• Reviewed deliverables prepared by team ensuring accuracy, and completion.

• Prepared for engagement reviews and quality assurance procedures.

• Kept project team well informed of changes and upcoming deadlines allowing for consistently meeting ever-changing court deadlines.

• Created and instituted organizational systems for approximately 13 million documents, spanning five different states.

• Entrusted with daily delivery of confidential documents.

• Prepared weekly and monthly status reports for Settlement Board.

• Coordinated/managed vendors for printing, mailing, and processing court documents and document production.

• Wrote project specific RFPs to ensure proper vendor selection, pricing and work.

• Tracked and reported team hours and expenses, making suggestions to board to reduce cost.

• Litigation Review: Concordance, Relativity, LiveNote, CaseMap, Sanction, Casepoint eDiscovery, KOT, Summation, and Equivio,

• Research: Westlaw, Pacer, Lexis, Internet

• General: Microsoft Office Suite, iFile, BOX, Sharepoint, Abobe, Nitro, and DocVault TECHNICAL EXPERTISE

08/2020 – 01/2024 Casepoint, LLC Tyson, VA

Client Services eDiscovery Project Manager

09/2018 – 08/2020 Morgan, Lewis & Bockius, LLP New York, NY Practice Technology Project Manager

10/2015 – 02/2018 BIZ2Cedit, Inc. New York, NY

Sr. Corporate Paralegal

11/ 2013 - 05/2015 U.S. Security and Exchange Commission (IM) Washington, DC Contract Paralegal Supervisor

02/ 2012 - 11/2013 U.S. Security and Exchange Commission (Enforcement) Washington, DC Contract Paralegal

05/2007 - 12/2011 Crowell & Moring LLP Washington, DC Senior Complex Litigation Paralegal

11/2005 - 05/2007 Pillsbury, Winthrop, Shaw, & Pittman, LLP Washington, DC Litigation Paralegal

11/1997 - 05/2005 The Garden City Group, LLC New York, NY Project Manager

07/2003 DeVry Institute of Technology Long Island City, NY Bachelor of Arts, Major: Information Systems; Concentration: Web Design 12/2001 Suffolk Community College Brentwood, NY

Paralegal Certificate, ABA Approved Program

Associates in Applied Science, Major: Paralegal Studies 06/1994 Pace University New York, NY

Bachelor of Arts, Major: Political Science; Minor: Communications REFERENCES FURNISHED UPON REQUEST

WORK HISTORY

EDUCATION

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