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Paralegal Seminars Hosted

Trial Support Experience



Paralegal/Law Clerk Clarification


National Federation of Paralegal Associations: www.paralegals.orgAssociation of Legal Assistants Paralegals: www.nala.orgNew York City Paralegal Association:

PARALEGALA person qualified by education, training or work experience who is employed or retained by a lawyer/law office, who performs delegated legal work for which a lawyer is responsible.

ONTARIO DISTINCTION- A New York Paralegal is the equivalent to an Onatario Law Clerk

- Paralegals in New York are not regulated and not permitted to represent clients

- Paralegals in Ontario are regulated and are permitted to represent clients in certain specialties (such as Small Claims Court).Law Society of Upper Canada 

The Institute of Law Clerks of Ontario:

LAW CLERKA trained professional providing legal support, which may include managerial duties, under the direction and guidance of a lawyer.


Law Firm Experience


Litigaton Law Clerk (Commercial & Securities Litigation) (7/11 to present)

Draft and prepare pleadings, motion record materials and correspondence. Create transcript summaries, undertakings, under-advisements and refusals lists from discoveries. Prepare responses to undertakings and under advisements. Prepare court order drafts, pre-trial and trial materials. Prepare bills of costs and cost outlines. Generate schedules for affidavits of documents with electronic and non-electronic processes. Prepare production and appeal briefs. Review, analyze and summarize evidence submissions by adversarial parties. Interpret and apply civil rules of procedure for Ontario courts. Utilize summation and kcura relativity for database management during discovery and trial phases of assigned litigation matters. Review and process files for summation database document management. Handle loading of data and images into summation databases. Coordinate coding and scanning projects with local vendors. Create and manage summation databases during all litigation phases to include discoveries, trial and arbitration. Assist with preparation for discoveries: attend and assist at examinations for discovery. Provide support with trial preparation and trial logistics. Liaise with clients. Assist with litigation matters in Ontario and the Eastern Caribbean. Involved in all areas of eDiscovery processes.

MILBANK TWEED HADLEY & MCCLOY, New York, NY              Case Manager (Financial Restructuring & Patent Litigation) (7/08 to 7/11)

Supervise and train junior legal assistants/paralegals.  Provide support with all stages of trial matters and all phases of the litigation practice.  Assist with the preparation of examinations for discovery and court hearings.  Utilize kCura-Relativity, Concordance, Lotus Notes and Livenote databases for managing documents.  Review and process electronic files for database document management.  Supervise and monitor electronic document collections, review and production phases of discovery.  Organize document universes for the preparation of relevant media for delivery.  Perform Westlaw and Lexis-Nexis research requests.  Conduct fact investigations for financial restructuring litigation cases.  Handle blue-booking and cite-checking of legal briefs.  Coach lawyers regarding best practices using litigation technology and initiatives for cost efficiency with the use of firm endorsed technological platforms.  Manage assigned litigation matters and related case projects, utilizing knowledge of project management principles applicable to a legal services and attorney support environment.  Utilize Citrix for virtual off-site support to case teams.

WILLKIE FARR & GALLAGHER LLP, New York, NY                              Senior Paralegal (Patent Litigation) (7/03 – 7/08)Managed extensive trial support and trial preparation for multi jurisdictional venues to include facilities coordination for off-site trial venues.  Coordinated all trial support logistics to include facilities management responsibilities for off-site trial venues.  Maintained proficiency with litigation software tools and collaborated with Litigation Technology Support Department for resolution of technological issues.  Coordinated and handled technological support to case teams.  Coached and supervised entry-level legal assistants and hosted seminars for increasing work efficiency with the use of technology.  Assisted with preparation of court papers; performed blue booking and cite checking tasks.  Contracted external vendors for overflow support and exploration of cutting edge approaches with handling discovery and trial support.  Prepared Concordance databases for litigation matters to include the full discovery process and all phases of trial.  Adhered to established firm protocols and procedures for litigation file management, while overseeing proper completion of matters in accordance with the firm's discovery protocol.  Trained lawyers and legal assistants on the use of litigation support technology tools.  Handled document database management and coordinated for the preparation of documents for production, along with troubleshooting e-Discovery issues within the case team. 

MINTZ LEVIN COHN GLOVSKY & POPEO, P.C., New York, NY             

Paralegal/ Legal Specialist (Intellectual Property & General Litigation) (7/00 – 7/03)Handled litigation support work; pre-trial, trial and post-trial phases.  Scheduled examinations for discovery; prepared relevant witness files.  Collected, organized and reviewed patent/trademark files for litigation matters evolving from infringement disputes.  Provided support on trademark and patent litigation matters with the utilization of litigation technology tools such as MicroPat, Patentbank and Dialog databases.  Coordinated with litigation support vendors for the coding and imaging of case documents for Summation database. 

Recruitment Coordinator (*dual role with paralegal responsibilities)Coordinated on campus interview process for summer associate program.  Assisted with partner, associate and paralegal recruitment; functioned as liaison between managing partner, senior executives, human resources and recruitment firms.  Prepared lateral recruiting budget for legal assistant and associate new hires and managed related expenditures for fiscal year.  Involved with hiring process for new legal assistants by preparing job descriptions, interviewing and recommending candidates to partners for review as required.  Coordinated office moves and new hire seating assignments with facilities department.  Worked with human resources and department leaders to schedule learning deliveries for benefits and practice specific seminars.  DICKSTEIN SHAPIRO MORIN & OSHINSKY LLP, New York, NY              Litigation Paralegal (Insurance Litigation) (8/98 – 7/00)Prepared and utilized summation databases for all litigation phases.  Organized insurer case files; reviewed and interpreted insurance policy language for attorneys' drafting of relevant legal memoranda.  Drafted simple court pleadings.  Supported attorney case team with the preparation of trial briefs and supporting exhibits.  Attended court hearings.  Utilized Summation for database management of case documents and key evidence. 

DUANE MORRIS & HECKSCHER LLP, New York, NY                                                                           

Litigation Paralegal (Commercial Litigation)  (9/97 – 8/98) 

Summarized and indexed documents for use at examinations for discovery.  Drafted letters and simple court pleadings.  Maintained firm docket for relevant due dates of all pending litigation matters.  Assisted with document review in response to discovery demands.  Handled court filings at various legal jurisdictions.  Coordinated service of documents in various jurisdictions with the utilization of process servers nationwide.


Paralegal (General Litigation)  (***3/94 – 9/97)Indexed pleadings for efficient location of documents and information relevant to motion practice.  Assisted with the creation of privilege logs and categorized relevant documents for production.  Prepared exhibits for court papers and use at trial.  Maintained hard copy document organization for environmental litigation matters. ***started as temporary assignment and hired permanently 10/94


* Proficient in all aspects of the electronic document discovery process.

* Trained adult educator comfortable with hosting seminars as well as one-on-one training.

* Advance skills with Office 2007: Excel, Outlook, PowerPoint & Word. 

* Intermediate proficiency with Lexis/Nexis, Shepard's Brief-Check, WestCheck and BloombergLaw.

* Proficient with Westlaw research portals and related tools for cite checking briefs.

* Proficient with Livenote 10.0 and West Livenote (latest version) deposition databases.

* Extensive experience with Concordance -Summation - kCura Relativity - JFS/Lotus Notes.

* Fully trained to provide support in DocsOpen and NetDocs document management systems.

 * Licensed Notary Public for the State of New York (Commission Expires June 4, 2014). 

University of Toronto Institute of Technology (Toronto) - M.Ed. in Digital Technology [2012 candidate]

University of Phoenix (Phoenix) - Masters in Business Administration (MBA)

City University of New York at Queens College (New York) - Paralegal Certificate

Florida International University (Miami) - Health Services Administration (BHSA)

Other Work Experience 

Employment throughout college and subsequent transition to New York

LECHTERS HOUSEWARES & TIMOTHY’S STORES, Florida & New York (8/88 – 03/94)

Retail Store Manager

Handled staff recruitment, shift scheduling and training.  Managed store inventory intake and layout by seasonal design.  Perform cash management and banking procedures.

Law Firm Employment History