Lisa Lim

Paralegal

• Case intake and processing.
• Manage cases files through post-settlement/judgment.
• Maintain litigation and settlement calendar.
• Draft and assist in drafting basic correspondence and legal documents.
• Schedule mediations and settlement conferences.
• Process incoming and outgoing mail.
• Assist attorneys and work collaboratively with other staff members.
• Respond to inquiries and requests for information requiring knowledge of company policies and members.
• Implement changes or enhancements to procedures to improve productivity, efficiency, and service.
• Ensure timely completion of work.
• Perform other related duties as assigned or requested.
• Utilize timekeeping via iTimekeep.

Case Manager

• Maintain high-volume property tax litigation docket.
• Case intake and processing.
• Manage cases files through post-settlement/judgment.
• Maintain litigation and settlement calendar.
• Draft and assist in drafting basic correspondence and legal documents.
• Schedule mediations and settlement conferences.
• Process incoming and outgoing mail.
• Assist attorneys and work collaboratively with other staff members.
• Respond to inquiries and requests for information requiring knowledge of company policies and members.
• Implement changes or enhancements to procedures to improve productivity, efficiency, and service.
• Ensure timely completion of work.
• Perform other related duties as assigned or requested.
• Process refund letters to the respective jurisdictions.
• Utilize timekeeping via Tabs.

Litigation Paralegal

• Process and route incoming mail and faxes appropriately, collaborating with others as needed. Prepare out-going mail as needed.
• Handle and process legal documents, including notarizing signatures and arranging for appropriate filing.
• Summarize and order medical, billing, employment, scholastic and radiology records.
• Prepare page/line deposition summaries, deposition and mediation notebooks.
• Prepare memos, status reports to the insureds (clients) and also send transmittal letters and other forms of routine correspondence.
• Contact clients, courts, and businesses to convey messages from attorneys, or to schedule hearings and meetings.
• Utilize timekeeping via PCLaw.
• Assist in drafting various legal documents including correspondence and discovery responses under the attorneys' supervision.
• Assist attorneys with trial preparation; organize and prepare case files for trial; draft pre-trial documents according to Court’s order (exhibit list, witness list, etc.); prepare trial notebooks; identify and organize exhibits.
• Knowledge of various social media research.
• Bates labeling, case research, case preparation, and other paralegal activities as assigned.
• Coordinate the processing of invoices from outside law firms, experts, and vendors, which includes regular coordination with the Accounting/Finance departments.

Bankruptcy Assistant/Paralegal

• Provided support to a Chapter 7/11 Trustee and two (2) bankruptcy associates.
• Calendared meetings, depositions, trial and hearing dates, and court deadlines.
• Drafted pleadings and discovery, correspondence to courts, opposing counsel, and clients under the attorneys' supervision.
• Assisted in preparation of trials, exhibit and witness lists, and deposition notebooks.
• Scheduled and made arrangements for meetings, depositions, hearings, conference calls, luncheons, and travel.
• Maintained files from beginning to end including indexing and filing.
• Utilized Juris Suite for billing purposes.
• Preparing consumer Chapter 7 bankruptcy case schedules from beginning to end.
• Knowledge of filing for United States District & Bankruptcy Courts, LexisNexis File & Serve and Harris County District Court.
• Knowledge of preparing Trustee for 341(a) meeting of creditors.
• Knowledge of utilizing TrusteSolutions bankruptcy software.
• Worked on Chapter 7 and Chapter 11 cases, prepared consumer cases, business cases, and worked on creditor cases.
• General office and secretarial duties.

Legal Secretary/Assistant

• Calendared meetings, depositions, mediations, trial and hearing dates, and court appointed deadlines.
• Drafted pleadings, discovery, settlement statements and docket control orders; correspondence to courts, opposing counsel, insurance adjusters, and clients under the attorneys' supervision.
• Filed pleadings, medical and billing records and other documents with the court clerk.
• Maintained files from beginning to end including indexing and filing.
• Scheduled and made arrangements for meetings, depositions, mediations, hearings, conference calls, luncheons, and travel.
• Order medical and billing records and file with the court in preparation of trial.
• Delegated work to law clerks and office staff.

Junior Secretary/File Clerk

• Opening and closing case files.
• Docket Management.
• Organized and track files of important Insurance Defense case documents; making them available and easily accessible to attorneys.

Education

• Center for Advanced Legal Studies – Houston, TX
  • Paralegal Certificate, 2004
  • Notary Public
• University Of Houston – Downtown
  • Bachelor of Science - Psychology, 2003