Joanna M. Beckman
Laguna Niguel, CA
*************@***.***
Professional Summary
I am a results-driven operations and project management professional with 25 years of experience supporting attorneys and a nationally recognized expert witness. I have a proven track record conducting conflict checks, managing confidential legal matters, coordinating complex case logistics, and delivering time-sensitive materials with precision. I have been highly trusted and known for discretion, accuracy, professionalism, and protective and amiable client communication.
Operations Manager April 2001 – December 2025
• Managed full lifecycle of legal cases, including client intake, conflict checks, case setup, and ongoing coordination with attorneys and expert witness.
• Coordinated complex logistics for depositions, inspections, meetings, and trials across multiple jurisdictions
• Prepared and delivered materials and court documentation with strict adherence to deadlines.
• Conducted review and prepared summarization of plaintiff and defendant depositions, ensuring factual accuracy and clarity.
• Oversaw internal staff and external contractors regarding billable hours, processing payroll through QuickBooks.
• Prepared and distributed settlement notifications and post-case documentation.
• Maintained comprehensive case databases to support future research and expert testimony. Additional Experience
• New Account Supervisor/Customer Service Home Savings & Loan (Washington Mutual/Chase Bank)
• Executive Assistant School Research & Service
• Executive Assistant Grace Restaurant Group
• Sales Representative May Company
Skills/Technology
• Microsoft Office (Word, Excel, Outlook, Zoom)
• QuickBooks
• Dropbox
• Internet Research