LaNez E. Bailey
P.O. Box 1689, East Helena
Summary
To seek and maintain a part-time position that offers professional challenges utilizing interpersonal skills, excellent time management and problem-solving skills, and to assist with the developing and maintaining of client relationships.
Overview
22
22
years of professional experience
Work History
Paralegal/Bookkeeper/Office Manager/IT Liaison
Wall, McLean & Gallagher, PLLC
09.2008 - Current
- Conduct detailed client intakes and entered information into company database.
- Communicate with clients, opposing counsel and court personnel to keep all parties informed on case updates.
- Assist counsel in preparing answers, providing documentation, and information for discovery request.
- Prepare legal briefs, motions, and pleadings.
- Confer with clients and other involved parties to gather and track case information.
- Confer with other support staff to complete common tasks on schedule.
- Assist attorneys prepare for trial by organizing exhibits and calling on witnesses to testify at hearings.
- Summarize depositions, legal documents, and other material to provide attorney with relevant material for cases.
- Assist in preparation of settlement proposals and agreements to help attorneys negotiate settlement in best interest of client.
- Monitor changes in laws, regulations and other legal matters to keep firm compliant with requirements.
- Communicated pertinent information to clients via phone, email, and mail.
- Contact clients to schedule appointments and discuss progress of cases.
- Revise and finalize letters, briefs, and memorandums.
- Prepare monthly billing statements from reviewing Prebills, preparing Prebill revisions, to finalizing statements.
- Prepare billing reports - billable monthly hours and and aged accounts receivable.
- Maintain IOLTA Trust Account from check preparation, recording
- File invoices with processed checks to maintain orderly accounting filing system.
- Create and maintain detailed, organized and timely records of transactions to support legal compliance.
- Review, edit, and proofread litigation for proper grammar, spelling, and punctuation.
- Attend court hearings and depositions to take notes and document proceedings.
- Provide comprehensive accounting support to company by managing functions to include accounts payable, accounts receivable, business expense processing, and overall company management.
- Assist IT company with internal IT compliance and issues as they arise to maintain functioning network and applications on a day-to-day basis.
Legal Assistant
Hughes, Kellner, Sullivan & Alke
06.2006 - 08.2008
- Organized documents to manage paper and electronic filing systems of clients.
- Managed accounts and client records of clients, observing confidentiality, and extreme discretion.
- Handle doffice scheduling and made notes for deadlines, motions, and other important dates.
- Prepared for Court hearings by organizing and summarizing documents, preparing exhibits and reviewing evidence.
- Coordinated with Court personnel and attorneys to determine scheduling of hearings and filing documents.
- Prepared and managed attorney travel itineraries to optimize scheduling.
- Communicated pertinent information to clients via telephone, e-mail, and mail.
- Contacted clients to schedule appointments and discuss progress of cases.
- Revised and finalized letters, briefs, and memorandums.
- Reviewed, edited and proofread litigation for proper grammar, spelling and punctuation.
- Maintain in-house law library.
- Assist with file storage maintenance from prepping the files for storage purposes to maintaining storage file list.
Receptionist/Legal Secretary
Hughes, Kellner, Sullivan & Alke
01.2002 - 05.2006
- Greeted incoming clients and visitors professionally and provided friendly, knowledgeable assistance.
- Confirmed appointments, communicated with clients, and updated client records.
- Kept reception area clean and neat to give clients positive first impression.
- Answered phones promptly and directed incoming calls to correct attorneys and support staff. (Eight incoming lines)
- Prepared letters and email communications to various clients.
- Other tasks as assigned by attorneys and support staff to include trial support, mediation conference set up and clean up, in-house file storage assistance, and bookkeeping assistance with monthly statements as needed.
City Court Clerk
City Of Helena
08.2001 - 12.2001
- Maintained court dockets and updated disposition of cases after Court hearings and trials.
- Prepared Court orders and judgments for signature.
- Assisted Court in scheduling hearings, meetings, and other events to support seamless operations.
- Responded to in-person and telephone requests for information from general public, attorneys, and other involved parties.
- Maintained and updated electronic databases to accurately and securely store Court documents.
- Processed payments for fines and fees, maintained accurate drawers, issued receipts, and updated account balances.
- Drafted professional court correspondence to facilitate legal proceedings.
- Collected Court fees and fines and recorded amounts on a daily basis.
- Performed daily citation data entry.
- Responded to requests for information from public, other municipalities or state and federal legislative offices.
Education
Paralegal
State Bar of Montana
Helena, MT08.2023
Notary Public
State of Montana
East Helena, MT11.2001
Legal And Executive Secretarial Certificates -
Helena College University of Montana
Helena, MT05.1992
High School Diploma -
Chinook High School
Chinook, MT 05.1990
Skills
- Proactive and Self-Motivated
- Financial Recordkeeping
- Personal Bookkeeping
- Manage Schedules
- Troubleshooting Complex Problems
- Client Support
- Project Organization
- Microsoft Applications
References
Michael D. McLean
Wall, McLean & Gallagher, PLLC
P.O. Box 1713
Helena, MT 59624
Phone: 406.442.1054, Extension 102
Email: mmclean@mlfpllc.com
Honorable Michael F. McMahon
First Judicial District Court
228 Broadway Street
Helena, MT 59601
Phone: Available upon request
Email: Available upon request
Linda A. Brown
7885 Bartmess Drive
Helena, MT 59602
Phone: 406.431.5309
Email:
Additional Information
Hobbies
Reading
Gardening
Hiking
Cooking and baking
Playing tennis
Spending time with my family
Family scheduler for appointments, road trips, tennis matches, etc.
Attending sporting events with my family
Watching movies
Always up for a grand adventure
Timeline
Paralegal/Bookkeeper/Office Manager/IT Liaison
Wall, McLean & Gallagher, PLLC
09.2008 - Current
Legal Assistant
Hughes, Kellner, Sullivan & Alke
06.2006 - 08.2008
Receptionist/Legal Secretary
Hughes, Kellner, Sullivan & Alke
01.2002 - 05.2006
City Court Clerk
City Of Helena
08.2001 - 12.2001
Paralegal
State Bar of Montana
Notary Public
State of Montana
Legal And Executive Secretarial Certificates -
Helena College University of Montana
High School Diploma -
Chinook High School