Beverly A. Smith Email & Phone Number

Anderson, Tx, Us

Remote billing using Clio - Cloud-Based Legal Technology.

Participate in case reviews, consulting with assisted living team and physicians caring for the client, to evaluate the client's needs and plans for continuing services.Care for client during periods of incapacitation or convalescence, providing companionship, personal care, and help in adjusting to new lifestyle.Coordinate and schedule bloodwork and physician visits; Transport client to locations outside the home, such as to labs and physicians' offices or on outings. Conduct and… Show more Participate in case reviews, consulting with assisted living team and physicians caring for the client, to evaluate the client's needs and plans for continuing services.Care for client during periods of incapacitation or convalescence, providing companionship, personal care, and help in adjusting to new lifestyle.Coordinate and schedule bloodwork and physician visits; Transport client to locations outside the home, such as to labs and physicians' offices or on outings. Conduct and administer fiscal operations, including accounting, planning budgets, authorizing expenditures, establishing rates for services, and coordinating financial reporting.Monitor and obtain client’s medication to ensure that client does not run out of medication and supplements; Monitor and obtain client’s personal need items and preferred snacks. Show less

Houston, Texas

Provided support to Associate General Counsel for Mergers & Acquisitions (M&A), two Corporate M&A Managers, Backup support to the VP of Legal (C level executive).Led multi-functional team in the customization & global implementation of Legal Tracker software; Global coordinator for Legal Tracker matter management and electronic invoicing system; Input matters, coded and routed invoices.Assisted in creation of Microsoft SharePoint site for M&A department, Administered and ran site;… Show more Provided support to Associate General Counsel for Mergers & Acquisitions (M&A), two Corporate M&A Managers, Backup support to the VP of Legal (C level executive).Led multi-functional team in the customization & global implementation of Legal Tracker software; Global coordinator for Legal Tracker matter management and electronic invoicing system; Input matters, coded and routed invoices.Assisted in creation of Microsoft SharePoint site for M&A department, Administered and ran site; Organized, scanned and posted due diligence to deal sub-sites; Compared diligence requests with diligence received for missing diligence.Maintained confidential M&A deal status chart and confidential files.Organized, scanned and posted M&A deal closing documents to electronic Closing Binder site.Prepared confidentiality agreements for M&A; Scanned and posted same to e-docs; tracked in in-house database.Prepared M&A working files and diligence for offsite storage; Sent and recalled offsite storage boxes.Assisted Entity Paralegals with Corporate Minute books; Input of corporate data into GEMS database.Prepared, organized, and assembled Board Books as required.Prepared and routed various confidential HR documents; Assisted in preparation of documents and reports; Compared documents using DeltaView; Manual comparison of PDF documents for changes.Organized, prepared, and coded expense reports, p-card reports and manual invoices for submittal to A/P.Arranged and coordinated domestic and overseas travel plans; Obtained necessary visas for overseas travel.Performed administrative duties including answering phones, customer support, greeting clients, copying, faxes, e-mails, distribution of mail or other documents, creation and maintenance of files, maintaining calendars, ordering food and drinks for meetings, assist with computer, cell phone and blackberry issues, order office supplies and office equipment, and other various administrative duties as required. Show less

Aas, Paralegal Studies

Paralegal Studies