Creating success, independence, and happiness. Arrow Consultants offers personal guidance and customized plans for Paralegals looking to grow their career. We also guide the early-stage entrepreneur Paralegals seeking to start their freelance Paralegal business. Misty Murray of Arrow Consultants provides an online virtual classroom offering the most hands-on and personalized experience. All sessions are completely customized just for you.Session topics for Paralegal Coaching include, but are not limited to:* Law Office & Courtroom Technology* Productivity, Task/Project, and Trial Management Technology* Cloud-Based File-Sharing Platforms & HIPAA Compliance* HITECH Act Education, Training, and useful case law for objections* Preparing discovery - Interrogatories, Request to Produce, Request to Admit, etc.* Conducting discovery on ESI, EHRs, and EMRs* Education re Audit Logs, Audit Trails, and Meaningful Use* Advanced MS Word and PowerPoint training* Advance Office 365 training (SharePoint, OneDrive, OneNote, Teams, Planner, Sway, etc.)* Advanced Adobe Acrobat Pro training* Social Media guidance for Law Firm marketing* Resume review, evaluation, and recommendations* Career and job strategy developmentEarly-stage Entrepreneur Paralegal Sessions include, but are not limited to:* Creating an online business plan* Defining your proof of concept and budget* Branding and content creation* Building your website or landing page(s)* Preparing your SEO plan to grow your business* Developing marketing sales funnels to generate attorney leads* Incorporating site and social media analytics* Building an online profile with virtual recruiting companies and networks (yes, those exist)* Form creation - Proposals and Contracts* Privacy Policies, Disclaimers, and HIPAA compliance* Designing your social media and strategies for audience-building* Advanced training on technology and security* Creating a YouTube channel* Incorporating your freelance business

TRIAL Prepare Exhibits for visual presentation (TrialPad, Exhibit A, and PowerPoint) Prepare exhibit list, witness list, jury instructions, trial subpoenas, trial binders, etc. Setup and run of technology to present exhibits and trial presentations (iPad, etc.)MEDICALMedical Records Retrieval (HIPAA/HITECH Act) Organize Medical Charts Prepare Chronology/Index w/hyperlinks for Page Source Prepare Specials Spreadsheet Negotiate Medical Liens (Medicare /Medicaid, Facility and Physician, Subrogating Insurance)Prepare, file and serve Motion to Adjudicate, if necessaryDISCOVERYOrganize and Bates document productionParticipate in/travel to Document and Site InspectionsWitness Interviews w/full reports and Affidavit, if necessaryServe as liaison between client/attorney to answer discoveryPrepare Document Production Index w/hyperlinks for Page SourceE-Discovery (ESI) collection and Project ManagementPrepare Deposition Abstracts/SummaryPrepare DisclosuresPrepare Case Abstract BindersPrepare and track SubpoenasExpert Research and Vetting analysis w/reportsMARKETINGPrepare visual content for website, blogs, and all social media platformsContributing content writer/editor for website, blog, marketing materials, and social media platformsTECHNOLOGY2018 Rollout of Office 365 for 24/7 cloud access (Practice and Document Management System)Maintain 70+ case SharePoint sites, including client and calendar management, and OneNote NotebooksGENERALObtain/Research caselaw with keynote checkPrepare Asset and Liability Reports (Individual, Business, Property)Prepare Settlement and Verdict ReportsPrepare general correspondence and pleadings (E-File & CM/ECF Pleadings)Project Management (Software rollouts, Website Development, Marketing, and Social Media)Initial Consultation Client Intake MeetingsPrepare online registrations for the circuit, federal, and appellate jurisdictions

Executive Assistant and Billing Manager to multiple PartnersData Entry of Billable/Non-Billable Attorney HoursDraft and Finalize Client Invoices, including e-billing (LEDES98B)Draft and Finalize Client Budgets and oversee Client Litigation GuidelinesAssist Office Manager in day-to-day functionality of firmAssist multiple Partners and Office Manager in preparing for presentationsPrepare various reports, deposits, budgets, agendas, meetings minutes, etc.Coordinated and prepare travel materials, both foreign and domesticServe as Project Manager for all firm events and charitable functionsAssist in preparing cases for mediation, arbitration and trialOversee all Paralegal assignments and manage Paralegal case listsMaintain firm open/closed case lists and open new matters for firmMeet with and serve as liaison between potential vendors and firm partnersMentor/train new staff members and Paralegals, including CM/ECF and HIPAA training Prepare policies/procedures, training materials, forms, etc. for firm functionalityPrepare pleadings, correspondence, contracts, exhibits, trial binders, witness lists, etc.

Assisted in preparing cases for trial in all CourtsPrepared pleadings, correspondence, contracts, exhibits, trial binders, witness lists, etc.Gathered and analyzed research data, statutes, case law and articles for use in litigationGathered medical and billing records and prepare summaries of sameAssisted in preparation of written discovery and document productionAssisted in preparing and presenting PowerPoint presentations for mediations and trialsAssisted in trial with use of trial technology such as Trial Director and PowerPointPrepared abstracts of depositions for use in trial and/or dispositive motionsAssisted in researching and retaining experts for use in litigationAssisted in preparing witnesses and experts for deposition and trial testimony

Assisted in preparing cases for trial in all CourtsPrepared pleadings, correspondence, contracts, exhibits, trial briefs, exhibit lists, etc.Prepared Wills, Trusts, Durable Powers of Attorney, Advanced Healthcare Directives, etc.Prepared Operating Agreements, Mortgage documents, Quit Claim Deeds, etc.Gathered and analyzed research data, statutes, case law and articles for use in litigationGathered medical and billing records and prepared summaries of sameAssisted in preparation of written discovery and document productionPrepared abstracts of depositions for use in trial and/or dispositive motionsPrepared and organized bookkeeping, budgets, and client billingAssisted in preparing and presenting presentations for mediations and trialsMaintained all files from open to close and firm open/closed case listsServed as Project Manager for all charitable events

Assisted in preparing several high profile cases for trial in State and Federal CourtsPrepared pleadings, correspondence, contracts, trial exhibits, trial binders, etc.Assisted in the preparation of written discovery and document productionGathered medical and billing records and prepared summaries of sameGathered and analyzed research data, statutes, case law and articles for use in litigationPrepared witnesses for deposition and trial testimonyPrepared abstracts and summaries of depositions for use in trial and/or dispositive motionsPrepared client billing, expense reports, and budgetsMaintained all files from open to close and maintained docket for Partners

Assisted in preparing cases for trial in State and Federal CourtsPrepared pleadings, correspondence, contracts, trial exhibits, trial binders, etc.Gathered medical and billing records and prepared summaries of sameGathered and analyzed research data, statutes, case law and articles for use in litigationAssisted in preparing witnesses for deposition and trial testimonyPrepared client billing, expense reports, and budgetsMaintained all files from open to close and maintained firm docket

Gathered medical and billing records and prepared summaries of samePrepared correspondence, pleadings, contracts, releases, dismissals, discovery, etc.Prepared all bookkeeping, and oversaw all accounts payable/receivableAssisted in preparing witnesses for depositionMaintained all files from open to close and maintained firm docket