Summary
Overview
Work History
Education
Skills
Languages
Timeline
Generic

VICKI BOGERT

Milton,ON

Summary

Over twenty years in the legal industry, focusing on Family Law and Estates, highly efficient Law Clerk, well established in fast-paced and challenging environments. Eager to learn with aptitude for applying new knowledge with skill and efficiency.

Overview

22
22
years of professional experience

Work History

Law Clerk, Family and Estates

MORGAN & PHILLIPS LLP
05.2014 - Current

Support lawyers in preparing for court by organizing case materials and drafting legal documents.

  • Streamline document review processes, resulting in more accurate and efficient case management.
  • Manage caseloads, prioritizing tasks to ensure timely completion of all assignments.
  • Increase client satisfaction by maintaining open communication channels with lawyers and clients throughout the duration of cases.
  • Assist in mediation sessions between parties, facilitating productive discussions that led to mutually agreeable resolutions.
  • Regularly attended continuing education seminars to stay current on industry trends and best practices for law clerks.
  • Assist lawyers with case organization and administrative tasks.
  • Manage administrative duties such as filing documents, scheduling meetings and tracking case statuses.
  • Create and prepare legal drafts by organizing and assembling information for legal documents and forms.
  • Support legal team by drafting briefs, gathering information and interpreting legal documents.
  • Meet with clients on legal team's behalf to gather case information and discuss upcoming litigation.

Senior family law clerk

  • For a small law firm
  • Responsible for all tasks relating to the file, including opening the file DIVORCEmate, drafting letters to clients/other counsel and drafting Court documents
  • Meeting with clients to discuss procedural matters, such as intake forms and the completion of financial statements
  • Scheduling appointments and Court dates, and diarizing accordingly
  • Preparing the file and all appropriate documentation for Court dates, including trial
  • Creating legal documents, such as Applications, Answer, Financial Statements and Net Family
  • Property Worksheets for Court
  • Assisting with settlement meetings
  • Drafting Court document templates in DIVORCEmate
  • Drafting Excel spreadsheets to assist with financial disclosure
  • Communicating directly with clients and opposing counsel to aid in completion of legal documents, set up Court dates/appointments and follow up on receipt of documents
  • Working on Estates, including obtaining probate, asset and debt lists, releases from beneficiaries and clearance certificates
  • Entering timesheets using Cosmolex (Cloud based accounting program)

Law Clerk, Family and Estates

Holden & Quirt, Barristers And Solicitors
01.2007 - 05.2014
  • Responsible for all tasks relating to the file, including opening the file in PC Law and DIVORCEmate, drafting letters to clients/other counsel and drafting Court documents
  • Meeting with clients to discuss procedural matters, such as intake forms and the completion of financial statements
  • Scheduling appointments and Court dates, and diarizing accordingly
  • Preparing the file and all appropriate documentation for Court dates, including trial
  • Creating legal documents, such as Applications, Answer, Financial Statements and Net Family
  • Property Worksheets for Court
  • Assisting with settlement meetings
  • Drafting Marriage Contracts and Separation Agreements
  • Drafting Court document templates in DIVORCEmate
  • Drafting Excel spreadsheets to assist with financial disclosure
  • Communicating directly with clients and opposing counsel to aid in completion of legal documents, set up Court dates/appointments and follow up on receipt of documents
  • Drafting Wills, Living Wills, and Powers of Attorney
  • Working on Estates, including obtaining probate, asset and debt lists, releases from beneficiaries and clearance certificates
  • Entering timesheets, draft and final bill accounts using PC Law

Law Clerk, Family

Haxell & Smith LLP
10.2001 - 01.2007

Followed files from opening to closing, with minimal supervision

  • Created legal documents, such as Continuing Records, Applications, Answers, and Financial Statements, for Court
  • Ensured lawyer was prepared for Court with the proper files and documents
  • Communicated directly with clients and opposing counsel to aid in completion of legal documents, set up court dates/appointments and follow up on receipt of documents
  • Composed correspondence to opposing counsel and clients
  • Completed invoicing for clients, specializing in Municipal law
  • Communicated directly with clients, arranging appointments, answering questions and ensuring completion of documents
  • Book Court appointments
  • Assisted legal counsel in preparation for Court

Education

Bachelor of Arts - Psychology, With A Minor in Law

University of Waterloo
Waterloo, ON

Skills

proven abilities in organization, prioritizing and scheduling

  • Problem-solving to maintain schedules and ensure tasks are completed on time
  • Ability to maintain composure when dealing with clients in highly emotional situations
  • Managing projects from start to completion, with or without supervision
  • Ability to work well in individual or group settings
  • Experience supervising others to ensure projects are completed efficiently and correctly
  • Highly developed people skills
  • Strong communication skills, both written and verbal
  • Proficient in Microsoft Word, Excel, DIVORCEmate (both desktop and Cloud based programs), CosmoLex, Zoom, OneDrive and CaseLines

Languages

English
Native or Bilingual

Timeline

Law Clerk, Family and Estates

MORGAN & PHILLIPS LLP
05.2014 - Current

Law Clerk, Family and Estates

Holden & Quirt, Barristers And Solicitors
01.2007 - 05.2014

Law Clerk, Family

Haxell & Smith LLP
10.2001 - 01.2007

Senior family law clerk

Bachelor of Arts - Psychology, With A Minor in Law

University of Waterloo
VICKI BOGERT