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