Law Clerk - TD Insurance - Toronto, Ontario
(2021-07)
- Knowledgeable of the Rules of Civil Procedure.
- Responsible for summarizing all clinical notes and records of all healthcare practitioners, hospital records, rehabilitation / physiotherapy records, and decoded OHIP summaries, as well as summarizing various income documents.
- Draft and prepare various types of Motion Records including Wagg, undertakings and adding TD or SNIC as a statutory third party and responsible for having such Motion Records served and filed on a timely basis.
- Accountable for document production including preparing Affidavit of Documents.
- Responsible for obtaining Affidavit of Documents and Schedule "A" documents from all parties involved in an action.
- Responsible with regards to production requests and undertakings, preparing the initial undertakings chart, corresponding with counsel to request undertakings / various productions, and reviewing answers received from opposing counsel to determine whether the undertaking is satisfied.
- Prepare medical and income briefs as well as letters of instruction to experts for defence medical assessments.
- Provide training and mentorship to newly hired Legal Assistants and Law Clerks.
- Knowledgeable of the Statutory Accident Benefits Schedule (SABS).
- Summarizing all documents within the AB file records including all OCF Forms, benefits paid-to-date statements, various correspondences, as well as any clinical notes and records from all healthcare practitioners, hospital records, rehabilitation / physiotherapy records, decoded OHIP records and any income documents.
Legal Assistant - TD Insurance - Toronto, Ontario
(2020-02 - 2021-07)
- Knowledgeable of the Rules of Civil Procedure.
- Assemble and prepare various pleadings in Civil Procedure such as Statements of Defence, Jury Notice, as well as Consents and Orders.
- Communicate with Claims and upload various documents using TyMetrix daily.
- Enter calendar entries using Team Connect and update the status of various files using Tam Connect Workflow Wizards daily.
- Knowledgeable of the Statutory Accident Benefits Schedule (SABS).
- Assemble Case Conference Summaries and responsible for serving same to the applicant's representative and filing Case Conference Summaries with the Licence Appeal Tribunal (LAT).
Law Clerk to Junior and Intermediate Lawyer - Aviva Trial Lawyers, Aviva Canada Inc. - Toronto, Ontario
(2017-05 - 2020-01)
- Knowledgeable of the Statutory Accident Benefits Schedule (SABS).
- Accountable for the initial file review and identify issues.
- Drafted various Licence Appeal Tribunal (LAT) pleadings such as LAT Response by an Insurance Company and Declaration of Representative.
- Drafted various Case Conference Summaries/Briefs with minimal or no supervision for the lawyer's review and assembled same for serving and filing with the LAT.
- Summarized all documents including OCF Forms, correspondences, statements of benefits paid-to-date, physicians' and psychologists' clinical notes and records, hospital records, rehabilitation / physiotherapy records, and decoded OHIP summaries, as well as summarized various income documents.
- Completed Summons to Witness forms and responsible for having the form and accompanying correspondence served through the process server on a timely basis.
- Drafted LAT Arbitration Hearing Briefs.
- Communicated with witnesses on the upcoming LAT hearing date or if the matter settled.
- Drafted routine correspondence and memorandums.
- Knowledgeable of the Rules of Civil Procedure.
- Accountable for document production including preparing Affidavit of Documents.
- Summarized all medical documentation including physicians' and psychologists' clinical notes and records, hospital records, rehabilitation / physiotherapy records, decoded OHIP summaries as well as summarized various income documents.
Law Clerk to Associate - Samis + Company, Lawyers - Toronto, Ontario
(2013-06 - 2017-05)
- Knowledgeable of the Rules of Civil Procedure.
- Completed initial file review and identify issues.
- Prepared various pleadings in Civil Procedure such as Statements of Claim, Statements of Defence, Crossclaims, Jury Notice, Third Party Claims, Damages Briefs, Motion Records, Mediation, Pre-Trial and Trial Briefs, Factums and Brief of Authorities, Consents, Orders, and Releases.
- Accountable for document production including preparing Affidavit of Documents.
- Responsible for all aspects with regards to productions request and undertakings, such as preparing the initial undertakings chart, corresponding with counsel to request undertakings / various productions, reviewing answers received to determine whether the undertaking is satisfied, as well as preparing motion materials to compel answers to undertakings.
- Summarized documents including physicians' and psychologists' clinical notes and records, hospital records, rehabilitation / physiotherapy records, and decoded OHIP summaries, as well as summarized various income documents.
- Managed surveillance investigation assignments and provide summary of same.
- Prepared defence medical briefs and expert instruction letters.
- Drafted routine correspondence and memorandums.
- Knowledgeable of the Statutory Accident Benefits Schedule (SABS).
- Accountable for the initial file review and identify issues.
- Drafted various LAT pleadings such as LAT Response by an Insurance Company, Declaration of Representative and Case Conference Summaries.
- Summarized OCF Forms, correspondences, statements of benefits paid-to-date, medical documents including physicians' and psychologists' clinical notes and records, hospital records, rehabilitation / physiotherapy records, and decoded OHIP summaries as well as summarized various income documents.
- Completed Summons to Witness forms and responsible for having the form and accompanying correspondence served through the process server on a timely basis.
- Communicated with witnesses on the upcoming LAT hearing date or if the matter settled.
Legal Assistant to Senior Partner and Associate - Lloyd Burns LLP, Barristers & Solicitors - Toronto, Ontario
(2010 - 2013)
Legal Assistant - McCague Borlack LLP, Barristers & Solicitors - Toronto, Ontario
(2001 - 2010)
Legal Assistant to Partner - McCarthy Tétrault LLP, Barristers & Solicitors - Toronto, Ontario
(1999 - 2001)
Legal Assistant to Partner - O'Donnell, Robertson & Sanfilippo, Barristers & Solicitors - Toronto, Ontario
(1995 - 1999)
- Prepared various types of correspondence to clients, firms as well as to the courts.
- Responsible for drafting and/or assembling various pleadings such as Statements of Claim, Statements of Defence, Affidavits of Documents, Motion Records, Mediation, Pre-Trial and Trial Briefs, Factums and Briefs of Authorities, Consents / Court Orders as well as being accountable for having such court documents served and filed on a timely basis.
- Summarized transcripts of evidence to ascertain undertakings and refusals.
- Followed up with clients to ascertain their answers to any outstanding undertakings from their examinations for discovery.
- Diarized and brought forward all matters, which require the lawyer's consideration and response.
- Arranged and scheduled court attendances and arranged appointments between lawyers and clients.
- Provided support to the lawyer by dealing with clients and answering telephone enquiries.
- Carried out administrative accounting support functions such as preparing quarterly, monthly and annual statements of accounts using Elite Webview or PC Law and responsible for forwarding invoices to clients, and following up in normal course.
