Senior Paralegal Trial & Discovery Specialist
Resume:
JANIE LEE
PO Box *****
San Diego, CA *****
*****.*****@*****.***
PROFESSIONAL AFFILIATIONS
Criminal Justice Act (CJA) Court Appointed Paralegal Panel Member Affiliate (2010 to Present)
National Federation of Paralegal Associations (1992-2023) Federal Trial Paralegal Association (2000-2023)
California Alliance of Paralegal Associations (2008-2011) San Diego Paralegal Association (2001-2007)
University of San Diego School of Law
ABA Paralegal Program
USD Paralegal Alumni Association
Degree Completion General Practice
MCLE’s Current and Active (required by Business & Professions Code 6450, et seq.) TRIAL AND LITIGATION EXPERIENCE
10+ years Litigation and Trial Experience (State and Federal)
Case and Document Management
ESI Best Practice (Tag, Code, Privilege, Redaction)
Certified Forensic Digital and Electronic Discovery
Written Discovery (Propound, Respond, Production and Privilege Log)
Page/Line Deposition Summary
Subpoena Preparation and Management
Insurance Defense Billing Practices
Review, Summarize and Obtain Records (Medical, Business, Confidential Reports and Other Files)
Attend and Assist at Trial, Manage Exhibits; Obtain and Secure Witness Appearances, Coordinate Logistics
Assist with Preparation of Witnesses and Documents (Expert, Third Party and Related Document and Exhibit Management)
Work with Client, Co-Counsel and Opposing Counsel
Trial Preparation of Exhibits and Exhibit Lists, Witness Lists, Jury Instructions, Verdicts, Trial Subpoenas, Witness Outlines
Prepare cases for Trial, Mediation and Arbitration SPECIALIZED SKILLS AND TRAINING
Legal Research [Lexis/Nexus and Westlaw]
Medical Records and related chronologies and other Complex Document Analysis and Summaries
Howell Calculations
Highly Organized, Proactive, Detail-Oriented, Strong People Skills
Excellent Time Management
Superior Written and Oral Communication Skills
Ability to Perform Well in a Team and Independently LITIGATION DOCUMENT MANAGEMENT
Relativity
CaseMap
Summation/Concordance
Trial Director
Adobe and related Digital Document Management
JANIE LEE
PO Box 60655
San Diego, CA 92166
*****.*****@*****.***
2 P a g e
RELEVANT EXPERIENCE AND EMPLOYMENT SUMMARY
LORBER GREENFIELD OLSEN
4/2023 to 5/2025
Insurance defense for cases involving litigation of real estate, SB-800, related construction defect claims, business and related transactional; prepare cases for trial, written discovery, organize expert documents, work directly with experts, conduct research, manage complex document productions, draft privilege and production logs, summarize page/line deposition testimony and related records analysis and summary, draft subpoenas and manage complex documents.
FARMER CASE & FEDOR
Litigation Paralegal
San Diego, CA
3/2022 to 11/2022
[Firm Dissolved]
Insurance Defense Litigation - propounding and responding to written discovery, deposition summary page/line, trial preparation, document review and analysis, subpoena preparation, research, organize materials for experts and manage expert documents, draft motions, obtain, organize and review medical records and billing, Howell calculations, analysis and organization of document productions, organize key documents, research utilizing Lexis/Nexus and Westlaw, organize case files, conduct court and public record searches and gather information from related on-line sources.
FRANTZ LAW GROUP, APLC
Litigation Paralegal
San Diego, CA
1/2019 to 2/2022
Plaintiff Complex Litigation - document review and analysis, summarize chronologies of medical, financial, employment and other records, summary page/line depositions, preparation of numerous types of subpoenas and document requests, draft complaints and answers, conduct research, meet and confer, propound and respond to written discovery, draft and object to deposition notices, extensive client contact; work with witnesses, experts, and opposing counsel, including co-counsel.
ARTIANO AND SHINOFF, APC
Litigation Paralegal
San Diego, CA
12/2015 to 12/2018
Insurance Defense Litigation - trial preparation, complex document review, analysis and summary, subpoena preparation and witness coordination, propound and respond to written discovery, research, summarize depositions, obtain, review, gather and summarize documentation for productions and evidentiary issues, compile privilege logs, case management and document organization, assist with deposition preparation and exhibits, draft meet and confer, motions, answers, complaints.
DALEY & HEFT, LLP
Litigation Paralegal
Solana Beach, CA
1/2013 to 9/2015
Insurance Defense Litigation - trial preparation, propound and respond to written discovery, document review, summary and organization, summarize reports, records and confidential files, obtain subpoenaed documentation, summarize page/line depositions, create chronology of medical and other confidential records, reports and documents, draft subpoenas, gather and summarize witness documents, manage and coordinate complex document productions, research, attend and assist at client meetings; work with experts. JANIE LEE
PO Box 60655
San Diego, CA 92166
*****.*****@*****.***
3 P a g e
CRIMINAL JUSTICE ACT [CJA]
Court Appointed Trial Litigation Paralegal
(Nevada, California and Oregon)
1/2011 to 1/2012
Criminal White-Collar Defense - trial preparation, exhibits, witness coordination, extensive document review and analysis, participate at trial and confidential meetings, summarize confidential records, reports and files, code, tag, review, redact for privilege, conduct voluminous document review, extensive complex document summary, research; facilitate out of state subpoenas and trial witness appearances, prepare required witness documentation, create and manage privilege logs, draft a variety of written discovery and trial motions, organize and manage complex and voluminous case files, attend trial and meet with co-counsel. MAZZARELLA CALDERELLI, LLP
Contract Trial Litigation Paralegal
San Diego, CA
5/2010 to 12/2011
Criminal Defense Federal Litigation- prepare case for out-of-state trial. Manage complex E-discovery, review, code, tag and summarize variety of evidentiary documentation, prepare trial documents, extensive work with experts, propound and respond to written discovery, witness preparation, coordinate and process subpoenas, create and manage expert files, trial exhibits and exhibit lists, process and draft other trial documentation, draft trial testimony, prepare witness outlines, create and manage privilege logs, manage and prepare voluminous summaries of witness statements, research, conduct document summary and analysis for various trial counsel, coordinate work product with co-counsel, provide direct trial assistance to lead trial counsel and attend trial; travel to and from San Diego to Las Vegas for trial, participate in meetings for trial preparation. MD7 CORPORATION
Contract Trial Litigation Paralegal
Del Mar, CA
2/2008 to 2/2009
Corporate Copyright Litigation - prepare complex Copyright case for trial. Coordinate and process subpoenas, create and manage expert files, research of complex case related areas of law, preparation of trial exhibits and exhibit lists, prepare witness outlines, create and manage privilege logs, conduct document summary and analysis for various trial counsel, coordinate work product with co-counsel, general counsel and outside counsel. MANNING MARDER CASS ELLROD RAMIREZ, APC
Contract Trial Paralegal
San Diego, CA
2/2006 to 12/2007
Trial assistance, propound and respond to written discovery, assist Managing Partner with office move relocation and staff related concerns.
BACALSKI BYRNE KOSKA & OTTOSEN, APC
Litigation Paralegal
1/2000 to 1/2006
Insurance Defense Litigation - prepare cases for trial, draft and respond to written discovery, manage voluminous document productions; attend site inspections, page/line deposition summaries; coordinate with experts and manage documents, research, attend witness and client meetings.
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