Cassandra Patterson
Oakland
Summary
Results-driven Records Workflow Coordinator with expertise in project management, client communication, and document management. Proven ability to streamline processes and enhance operational efficiency.
Overview
18
18
years of professional experience
Work History
Records Workflow Coordinator
Williams Lea
2025.12 - Current
- Coordinated workflow processes to enhance operational efficiency and productivity.
- Assisted in managing project timelines and deliverables for client accounts.
- Streamlined communication between departments to ensure timely information sharing.
- Supported team initiatives by organizing resources and scheduling meetings effectively.
- Direct Quality Assurance process to maintain efficient workflow and assure client satisfaction
- Utilize appropriate logs and/or tracking software for all assigned work
- Communicate and know when to escalate with peers, supervisor or client on job or deadline issues
- Conduct and review data entry into records management database
Litigation Records Technician
Trucker Huss, APC
2014.10 - 2025.03
- Managed electronic records system, ensuring accuracy and accessibility of legal documents.
- Streamlined document retrieval processes, enhancing efficiency for staff and clients.
- Implemented filing protocols to maintain compliance with regulatory standards.
- Trained new employees on records management procedures and software usage.
- Managing both physical and digital records (data entry using IRM desktop)
- Retrieve filings using docket and e-filing (Pacer)
- Retrieval of offsite storage files weighing up 50lbs (using Corodata, FedEx, UPS, as well as USPS)
- Creating policies for record destruction, client transfers, and providing information to authorized parties
- Demonstrate proficiency in more advanced features, such as using complex formulas in Excel, formatting documents in Word, or creating presentations in PowerPoint
Records Clerk
Duane Morris
2007.12 - 2011.03
- Organized and maintained comprehensive records management system for efficient retrieval and storage.
- Processed and filed legal documents, ensuring compliance with firm standards and confidentiality protocols.
- Coordinated record requests from internal teams, enhancing communication and workflow efficiency.
- Implemented digital filing solutions, improving accessibility of documents across departments.
- Case managing and preparing files for trials
- HEAVY INDEXING, data entry, updating all files within my range
- Storage (Recall, Iron Mountain, and DataSafe)
- Taking care of all requests by attorneys using Outlook
Education
No Degree - Paralegal Stuidies
City College of San Francisco
San FranciscoNo Degree - Public Administration
Golden Gate University
Skills
- Project plan development
- Workload balancing
- Standard operating procedures
- Client relationship management
- Document management
- Project management lifecycle
- Client communication
- Records maintenance
- Legal records management
- Records storage
- Indexing
- Information governance
- Data Security (Data management)
Timeline
Records Workflow Coordinator
Williams Lea
2025.12 - Current
Litigation Records Technician
Trucker Huss, APC
2014.10 - 2025.03
Records Clerk
Duane Morris
2007.12 - 2011.03
No Degree - Paralegal Stuidies
City College of San Francisco
No Degree - Public Administration
Golden Gate University