Matthew Crom Email & Phone Number

San Francisco, Ca, Us

San Francisco Bay Area

• Maintain physical and electronic engineering documents for the District, Bridge, Bus and Ferry divisions of the Golden Gate Bridge, Highway and Transportation District.

San Francisco

• Upload and maintain documents on the firm's document management system, DeskSite.• Conduct client file transfers while following strict protocol and adhering to policy guidelines.• Create, update and maintain pleadings indexes chronologically.• Conduct quarterly audits of office files including protected files concerning HIPAA, PHI, PO and APO material.• Facilitate war rooms and identify and arrange key documents for review.• Locate records, route to requesting parties and update file status in the records system.• Utilize Autonomy Records Manager (FileSurf) to track and update file locations.• Index files in FileSurf, generate and apply labels, assign Recall box barcodes and prep material for offsite storage. Place offsite delivery and storage requests via Recall Portal.• Generate records indexes and reports via Autonomy Records Manager and Microsoft Excel.• Implement records quality control procedures for the San Francisco office.• Attend extensive training at the Arent Fox headquarters in Washington, DC on procedures specifically with regard to data security, protected files (HIPAA, PHI, PO, APO) and handling the disposition of electronic files and e-media.• Provide backup for the IT Department which includes audio-visual preparation for video teleconference meetings, connecting laptops to projectors for presentations and equipping attorney offices with laptop docks connected to keyboard, mouse and dual monitor setups.• Complete office services tasks in a timely and efficient manner.• Complete simple and complex duplicating and scanning requests.• Assist with office move and consolidation projects.• Assist with conference room setups.• Submit office work order requests to building management through AWARE.• Manage vendor relations with Iron Mountain (Recall), Complete Security locksmiths, Creative Drinks and NOR-CAL Moving Services.

San Francisco Bay Area

• Identify legal documents and maintain records, including retrieving and sending records offsite and serving as the Records Department point of contact for the San Francisco, Silicon Valley, San Diego and Los Angeles offices.• Organize, categorize, index and label files via Autonomy Records Management.• Create new file rooms, drawers and offices in ARM, assign printers for users, update file locations and monitor file creation activity.• Follow through on Attorney and Paralegal departure procedures and coordinate with Network personnel on preserving and maintaining electronic files. Create disposition reports for retiring and departing partners and follow through and disposition procedures.• Import files from clients and lateral transfers into the Document Management System, iManage.• Utilize BeyondCompare to verify file imports and exports.• Utilize Eraser to remove data from hard drives while compiling with Department of Defense guidelines.• Train legal secretaries and other legal staff to utilize Autonomy Records Management.• Receive lateral and client records and transfer records internally and to other firms while following protocol and creating and providing client transfer release forms.• Maintain, organize and revamp file rooms.• Facilitate War Rooms and work stations for document review and organize files by categorical order.• Provide and maintain secure locked file spaces for HIPAA-sensative and source code material.• Fulfill records destruction projects and purges.• Audit files and boxed records and follow up on circulating material.• Upload Outlook PST's to iManage and store electronic files on the Matter Drive (M:Drive)• Travel to the Silicon Valley, Los Angeles and San Diego offices to conduct records categorization, organization and storage projects.• Assist with the San Diego office closure and records disbursement procedures.• Utilize CompuLaw Vision to provide court calendaring and docketing backup for the Docketing Clerk.

• Provide office services support to over 100 legal staff including stocking and maintaining supply rooms and kitchens; distribute and prepare legal shipments; route incoming mail; prepare offices for guests and new hires and complete time sensitive projects for staff as needed.• Create Weekly Office Memos for interoffice communication; conduct orientation tours for new employees for the San Francisco Office and assist with mock deposition trainings.• Generate Neopost Meter Mail Reports, edit reports via Microsoft Excel and review and finalize before forwarding to Accounting.• Main point of contact for Xerox machine issues and coordinate with other vendors such as Corodata, Datasafe, FedEx, UPS, USPS, Inventus and other third-party vendors.• Build binders for attorneys and clients and velo-bind/comb-bind marketing material.• Create and maintain records utilizing Autonomy Records Management system.• Train new hire Office Services Assistant on daily duties.

• Reconcile over 100 client accounts; operate QuickBooks for accounting and depositing checks and utilize MS Excel to create accounting worksheets and reports.• Maintain client relationships by corresponding via E-mail and telephone calls and update and verify contact information for car dealerships across the United States and Canada.

• Maintain Social Services Agency files, inventory records, fulfill destruction and withdrawal requests, transport records utilizing county vehicles and distribute interdepartmental correspondences.• Scan and upload public assistance applications and documents and assist county utility workers with event setups as needed.

San Francisco Bay Area

• Train and manage interns on scanning software; answer and route incoming calls and prepare documents via Kofax and E-Copy software.• Sort and distribute mail; log and distribute packages and fulfill other general office duties such as organizing file areas.

San Francisco Bay Area

• Utilize UCSF Online Payroll Personnel System to complete verbal and written employment verifications and provide excellent customer service to UCSF employees.• Complete inquiries for UCSF employees and city and county agencies; answer and route incoming calls; sort and distribute mail; print W2s; generate payroll distribution reports; organize and file I-9s and complete annual year-end project of gathering separated employees files and documents.

San Francisco Bay Area

• File and scan bankruptcy tax documents and create databases for tax income analysis. • Route calls; organize supply and records rooms; update library and assist Office Manager with other projects as needed.