Joel Lapitan
Legal and administrative professional in documentation and case management
Talent
Antioch, CA 94531Member since August 7, 2026
Case ManagementDocument Management
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Case ManagementDocument Management
About
Legal and administrative professional in documentation and case management.
Experience
Paraprofessional - Alvarez & Marsal - San Francisco, CA
(2022-04 - 2025-11)
- Partnered with multidisciplinary teams to perform Research & Development (R&D) tax credit consulting engagements for Fortune 500 clients.
- Conducted interviews with client subject matter experts to identify qualifying research activities and prepare technical documentation.
- Drafted detailed technical memoranda and developed quantitative workpapers supporting tax credit claims.
- Coordinated multiple client engagements simultaneously while managing deadlines, documentation, and communication between internal teams and clients.
- Managed Work Opportunity Tax Credit (WOTC) applicant screening, compliance tracking, documentation, and reporting.
Paralegal - Zwicker & Associates, P.C - Concord, CA
(2019-07 - 2022-03)
- Drafted pleadings, motions, declarations, stipulations, and proposed orders supporting attorneys in high-volume litigation matters.
- Managed court calendars, filing deadlines, and hearing schedules to ensure timely case progression.
- Maintained litigation databases and case files while tracking deadlines and client documentation.
- Utilized Microsoft Excel and legal software to organize case information and generate reports.
Paralegal - The Law Offices of David M. Lederman - Antioch, CA
(2016-09 - 2019-03)
- Supported attorneys with a wide range of legal tasks, including disclosure preparation and review, electronic filings, document management, and maintaining organized case files.
- Prepared discovery responses, motions, declarations, and trial documents.
- Coordinated with court personnel, clients, and opposing counsel regarding filings and scheduling.
Administrative Assistant/Courier - The Law Offices of David M. Lederman - Antioch, CA
(2011-04 - 2016-09)
- Maintained electronic and physical client files.
- Organized trial exhibits, binders, and supporting documentation.
- Filed legal documents electronically and in person with Bay Area courts.
Education
Paralegal Certificate - John F. Kennedy University (2015-04 - 2016-09)
Associate's degree - paralegal studies
