Daisy D. Rodriguez
Modesto
Summary
Experienced in legal research, document preparation, and case management. Utilize organizational skills and attention to detail to maintain accurate case files and support attorneys effectively. Possess knowledge of legal procedures and protocols for seamless workflow and successful case outcomes. Bilingual proficiency for effective communication and assistance with Spanish-speaking clients.
Overview
8
8
years of professional experience
Work History
Paralegal
Ogden Law Firm, PC
08.2024 - Current
- Reduced attorney workload by drafting routine legal documents such as pleadings, motions, and affidavits.
- Managed scheduling of court calendars and deadlines to maintain smooth flow of firm operations.
- Enhanced case efficiency by organizing and maintaining legal documents, files, and correspondence.
- Assisted counsel in preparing answers, providing documentation, and information for discovery request.
- Edited and proofread legal documents to verify accuracy.
- Liaised with other paralegals and legal staff to complete common tasks on schedule.
- Contributed to firm-client relationship building through professional interactions with clients during meetings or phone calls, conveying empathy while maintaining confidentiality.
- Helped attorneys prepare for trial by organizing exhibits and calling on witnesses to testify at hearings.
- Assisted in preparation of settlement proposals and agreements to help attorneys negotiate settlement in best interest of client.
- Conferred with clients and other involved parties to gather and track case information.
- Analyzed deeds of trust to verify grantor, grantee, trustee and loan amounts for executive leadership.
Legal Secretary
CRLA
09.2023 - 02.2024
- Drafts a variety of legal correspondence, forms, petitions, pleadings, motions, and discovery and informational material.
- Types, reviews, and independently composes outgoing correspondence to ensure all legal documents/enclosures are in proper processing order and that correspondence is grammatically correct.
- Files documents with the Court and stays updated with changes in local court rules and procedural requirements for litigation
- Maintains records relating to legal matters in process and ensures that legal requirements and deadlines are met
- Performs various responsible secretarial duties such as setting up and/or maintaining filing systems and appointment calendars, answering inquiries over the phone or in person, and managing secretarial and administrative details with minimum direction.
- Assists attorneys or legal staff with translating and interpreting for non-English speaking clients in attorney-client interviews and correspondence
- Input case and project information into CMS, including time records, calendaring, and other information as directed.
- Performs other normal law office duties as assigned. Correspondence support with clients, family members, vendors, attorneys, etc. as needed
Legal Assistant/Secretary
Gradford Law Firm
01.2022 - 10.2022
- Mail System: Open and process mail, distributing to appropriate staff, prepare outgoing mail, bills, invoices, etc.
- Client Management Systems: Assist with maintaining and improving systems
- Client Filing Systems: Maintain client files via hard copy and scanning in computer files
- Assist with transfer of client’s data to fiduciary’s responsibility
- Correspondence support with clients, family members, vendors, attorneys, etc. as needed
- Other administrative support as needed
- Review of Discovery Video's
- Assemble client files with Jury Instructions
- Transcribe PVARs/MVARs for each case.
- Prepare and file CCR's, place matters back on calendar for new client and/or client who have missed a court date or would like to place matter back on calendar.
- Schedule Teleconference Appearance for matters.
- Use of Smokeball (Law Practice Management Software)
- Use of Clio (Law Practice Management Software)
- Contributed to a positive work environment by providing support to colleagues when needed in various tasks or projects.
Paralegal/Legal Assistant
Law Office of Thomas P. Hogan
09.2018 - 02.2022
- Communicated with clients, opposing counsel and court personnel to keep all parties informed on case updates.
- Streamlined workflow by implementing new document management system, reducing time spent on file retrieval.
- Increased client satisfaction with thorough research and prompt response to inquiries.
- Prepared legal briefs, motions, and pleadings.
- Conducted detailed client intakes and entered information into company database.
- Facilitated timely and accurate billing by recording billable hours, expenses, and other relevant information in the firm''s billing system.
Bookkeeper
Raw Sushi Bistro
04.2017 - 09.2018
- Recording alternative transactions in QuickBooks and reconciling to K-1s
- Utilizing & inputting invoices into Quickbooks
- Administer payroll, print checks, adjust wage garnishments.
- Audit, edit and enter employee labor hours.
- Input daily sales, checks written, petty cash, bank & POS credit card deposits using Microsoft Excel and Outlook.
- Report monthly financial profits.
- Assist with scheduling over 45 employees.
- Assist with price changes according to food market price changes.
- Establish business with food delivery platforms for increase sales.
Education
General Studies
Modesto Junior College
Modesto, CA01.2018
No Degree - Paralegal Studies
University of Pacific
Stockton, CA12-2025
Skills
- Legal research
- Proficient in MS office
- Case management
- Client communication
- Document drafting
- Administrative support
- Legal writing
- File organization
- Civil law
- Family Law
- Criminal Law
- Business Law
Languages
Spanish
Native or Bilingual
Timeline
Paralegal
Ogden Law Firm, PC
08.2024 - Current
Legal Secretary
CRLA
09.2023 - 02.2024
Legal Assistant/Secretary
Gradford Law Firm
01.2022 - 10.2022
Paralegal/Legal Assistant
Law Office of Thomas P. Hogan
09.2018 - 02.2022
Bookkeeper
Raw Sushi Bistro
04.2017 - 09.2018
General Studies
Modesto Junior College
No Degree - Paralegal Studies
University of Pacific
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