Responsible for the day-to-day leadership of the Conflicts/New Business Intake Department at Akerman LLP. Oversee process development, ongoing improvements and employee training. Operational oversight of Conflicts department specific to Ricoh's responsibilities. Responsible for final review of customer requests for new intakes. Review and provide reporting on firm's database for the firm to be able to decide if a client or matter will be a conflict. Direct interface with firm employees… Show more Responsible for the day-to-day leadership of the Conflicts/New Business Intake Department at Akerman LLP. Oversee process development, ongoing improvements and employee training. Operational oversight of Conflicts department specific to Ricoh's responsibilities. Responsible for final review of customer requests for new intakes. Review and provide reporting on firm's database for the firm to be able to decide if a client or matter will be a conflict. Direct interface with firm employees, partner's, associates, LAA's, and General Counsel. Ensure accurate records of requests are maintained for immediate audit. Oversee new employee training. Resolve customer related issues. Conduct due diligence to provide all information necessary for the firm to identify a conflict of interest. Manage 3rd party software/platform relationship. Ensure accurate reporting of records information. Conducts regular audits of records. Responsible for recruiting, hiring and training of new employees. Enter information into firm Records Management system. Maintain accurate records for client contact. Show less

I supervise and coordinate the Firm’s conflict checks and new business policies and procedures for all 9 offices. I review new business memos, assign daily responsibilities and tasks to analysts, field calls from partners, associates, and secretaries regarding memos and the status of new clients/matters, while expertly maintaining the Firm’s database and following up on daily activities. I also generate daily reports for partners, including new matters opened in all of the Firm’s offices. I… Show more I supervise and coordinate the Firm’s conflict checks and new business policies and procedures for all 9 offices. I review new business memos, assign daily responsibilities and tasks to analysts, field calls from partners, associates, and secretaries regarding memos and the status of new clients/matters, while expertly maintaining the Firm’s database and following up on daily activities. I also generate daily reports for partners, including new matters opened in all of the Firm’s offices. I proactively handle the asbestos/benzene product liability business memos, including researching companies, processing the reports, and following up with partners and attorneys regarding current status of client/matter. Key Accomplishments:~ I coordinate and train all analysts and other staff on LegalKey and LegalKey Workflow policies and procedures, the Firm’s structure (client, attorney, practice group, executive committee, etc.), and I implement the use of Dun & Bradstreet Family Tree, Hoover’s, Knowledge Mosaic, and Monitor Suite, to research companies accurately and thoroughly~ Assisted in creating a template for the Ultimate Parent Lists from Dun & Bradstreet, currently used by all offices and the Firm, and I regularly scan newspapers and magazines to keep abreast of current business trends on a global scale~ I successfully coordinate with Managing Partners, General Counsel, CFO, COO, and Management regarding new business procedures, ethical walls, compliance, and tasks for the department Show less

I provided caseload management for each of the 2 Partners at both offices operated by the Firm. I also set up court appearances, case management meetings with attorneys and judges for each of the partners, and managed the Firm’s bookkeeping and daily office administration activities. Key Accomplishments:~ I accurately drafted complaints, counterclaims, answers, memos, letters, and other legal documents for tax cases from the municipal, as well as the taxpayer’s… Show more I provided caseload management for each of the 2 Partners at both offices operated by the Firm. I also set up court appearances, case management meetings with attorneys and judges for each of the partners, and managed the Firm’s bookkeeping and daily office administration activities. Key Accomplishments:~ I accurately drafted complaints, counterclaims, answers, memos, letters, and other legal documents for tax cases from the municipal, as well as the taxpayer’s perspective~ I meticulously performed conflict checks on new clients, open cases, and contacted clients to obtain documents and materials needed to effectively manage their cases Show less