Audit Letter Attorney - Major Lindsey & Africa - Remote
(2025-01)
- Prepare audit letters for clients of a AMLaw 100, multi-disciplinary law firm
- Review audit request letters to ensure they are commensurate with ABA and firm guidelines
- Ascertain requested time frame for audit due date and effective date
- Determine materiality amount and if auditor wants to know the amount the client owes firm
- Update information in Audit Letter Summary Chart to track each audit
- Run attorney work reports in Aderant to determine which lawyers billed time for the client
- Prepare and send emails to relevant attorneys and track responses
- Draft audit letter response with relevant summaries from attorneys
- Save audit letter responses in iManage database
- Enter billable time for audit letter on the day letter sent
- Update Audit Letter Manual including forms and instructions
Legal Analyst - The Midtown Group - Remote
(2024-03 - 2024-06)
- Work with a multinational consulting firm to assist a federal government agency executing a strategy plan with a large claims case
- Utilize critical analysis skills to score each claimant's application and determine the validity of their claims placing specific emphasis on understanding the narrative and its corroboration quickly and accurately
- Perform online research, obtain pertinent information in databases and analyze facts in accordance with guidelines to validate claims
- Update database and track daily progress in Excel spreadsheet
- Balance daily update meetings and trainings to meet productivity goals and deadlines
Senior Counsel - Koeppel LLC - New Orleans, LA
(2022-06 - 2022-12)
- Prepare and respond to discovery requests
- Summarize medical reports
- Draft motions and memoranda in support
- Legal research
- Prepare reports for clients/insurers
Litigation Manager - Sessions, Israel & Shartle, LLC - Metairie, LA
(2019-06 - 2022-06)
- Audit lawsuits and pre-suits in ProLaw database for activity, deadlines and client reporting; consider changes to database based on reports
- Develop queries using Boolean operators to produce reports
- Summarize content to prepare audit responses with exhibits for firm clients
- Analyze bucket reports of litigation matters to determine areas needing improvement
- Ensure attorneys and admin understand each others viewpoints, concerns and issues re work product and workflow
- Run and analyze conflicts reports for new clients, matters, opposing parties
- Draft and edit engagement letters and conflicts waivers
- Review and evaluate QA reports for common employee discrepancies/mistakes; determine means to prevent them
Research & Writing Attorney/Law Office Manager - Bruce Whittaker, Esq. - New Orleans, LA
(2013-02 - 2019-06)
- Legal research and writing
- Prepare pleadings and correspondence
- Draft and file motions
- Maintain case files and calendar
- Coordinate travel and track expenses
- Manage database of cases
Criminal Defense Appellate Attorney - Louisiana Appellate Project - New Orleans, LA
(1996-12 - 2008-05)
- Counsel for indigent defendants in non-capital, felony appeals
- Legal research and writing
- Reviewed lower court transcripts and records
- Determined issues for appellate review
- Analyzed issues of law based on statutes, caselaw, and facts in record
- Drafted and filed detailed defense brief with courts of appeal
- Applied for writs with the Louisiana Supreme Court when appropriate
- Occasional oral argument before the court of appeal
Criminal Staff Clerk - Third Circuit Court of Appeal - Lake Charles, LA
(1994-08 - 1996-08)
- Legal research and writing
- Reviewed lower court transcripts and record
- Completed error patent checklist
- Analyzed defendant's and State's briefs in light of relevant law
- Prepared memoranda advising a three-judge panel of decision
