Summary
Overview
Work History
Education
Skills
Languages
Timeline
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NICK WICK

San Diego

Summary

With 8 years of experience in the legal field, including nearly 3 years in Legal Operations for a leading SaaS company, I bring a strong understanding of Personal Injury law across multiple states and its application within the tech space. At EvenUp, I have:

  • Trained Legal Operations Associates, including former Paralegals, Case Managers, Plaintiff Attorneys, Defense Attorneys, and Claims Adjusters.
  • Managed a team of 10-25 Legal Operations professionals while updating them on changes to the product via Confluence, team syncs, and quizzes, as well conducting performance management by leveraging tools such as Metabase and Airtable.
  • Collaborated with Customer Success Managers (CSMs) and Customer On-boarding Specialists (COSs) to identify operational limitations and provide actionable insights, enabling them to enhance subject-matter expertise for client success.

I am passionate about driving impactful changes that benefit both the company and its customers, with a focus on operational excellence and customer-centric solutions.

Overview

9
9
years of professional experience

Work History

Senior Legal Operations Lead

EvenUp Law
02.2022 - Current
  • Legal Expertise & Guidance: Serve as a subject matter expert on complex legal theories of liability, offering detailed support and insights to Legal Operations Associates
  • Facilitate the resolution of case-specific legal inquiries to ensure accurate and thorough legal analysis
  • Quality Control & Package Review: Oversee and conduct the final review of demand packages, ensuring all legal documentation meets high-quality standards prior to customer upload
  • Team Leadership & Collaboration: Lead team huddles to address firm- and case-type-specific questions, providing ongoing mentorship and fostering a collaborative work environment
  • Operational Management: Manage work assignments for a team of10-25 Legal Operations Associates, track daily and weekly performance targets, and provide strategic oversight to ensure operational efficiency
  • Process Improvement: Regularly update and optimize firm templates, review Airtable reconciliations, and implement best practices for legal and administrative processes
  • Performance Management: Conducted performance reviews and improvement plans, leveraging Metabase for performance data analysis at both micro and macro levels
  • Hiring: Led candidate evaluation and interviews, shaping the desired candidate profile to ensure team growth and cohesion
  • Customer Success: Acted as the product expert on onboarding calls, supporting Client Onboarding Specialists (COS) in explaining nuanced product features to customers, particularly law firms
  • Managed feedback and retention calls, maintaining positive relationships with even the most challenging clients
  • Supported upsell calls for Enterprise (ENT) clients and co-led efforts for Small and Medium-sized Business (SMB) clients
  • Assisted with improvements to the onboarding process by identifying key gaps and implementing strategic changes, resulting in increased onboarding efficiency
  • Developed comprehensive training and workflow materials that empowered onboarding specialists to lead customer calls with greater confidence, improving client satisfaction and engagement

Paralegal/Case Manager

Law Offices of Karin H. Wick
03.2016 - 10.2021
  • Oversaw end-to-end case management from client intake to demand drafting, ensuring smooth progression through critical legal milestones, including records retrieval, lien negotiations, and3rd party correspondence
  • Managed medical records retrieval with strict adherence to HIPAA compliance, ensuring timely acquisition of documents and creating comprehensive medical timelines for demand packages
  • Led lien and subrogation negotiations, effectively advocating for client interests by minimizing subrogation claims and maximizing settlement results
  • Facilitated communication with3rd-party insurance adjusters, preparing and managing correspondence to advocate under attorney supervision, aiming for favorable outcomes in settlement negotiations
  • Prepared demand packages by organizing case facts, medical records, and damages, ensuring each package was meticulously detailed to support the client’s position for maximum compensation
  • Coordinated discovery and e-filing processes, ensuring timely and accurate submissions to courts and opposing counsel
  • Supported attorney advocacy by negotiating with opposing counsel, insurance adjusters, and lienholders, ensuring optimal case resolutions under attorney supervision
  • Collaborated with legal teams to update templates, manage case progress, and monitor deadlines using CRM and project management tools such as Clio

Education

Bachelors - Philosophy with an Emphasis in Law and Politics

San Diego State University

Skills

    Jira, Vitally, Hubspot, Confluence, Airtable, Zapier, Metabase, Google Docs, Word, Adobe, Zoom, Legal Operations, Technical Training, Editing, Customer Success, Product Development, Machine Learning

Languages

German
Intermediate (B1)

Timeline

Senior Legal Operations Lead

EvenUp Law
02.2022 - Current

Paralegal/Case Manager

Law Offices of Karin H. Wick
03.2016 - 10.2021

Bachelors - Philosophy with an Emphasis in Law and Politics

San Diego State University
NICK WICK