Katy McPherson
Paralegal at The James Firm, PLLC- Claim this Profile
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Bio
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Experience
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The James Firm, PLLC
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United States
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Legal Services
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1 - 100 Employee
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Paralegal
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Apr 2018 - Present
Fort Worth/Midland, Texas Areas • Manage office scheduling and keep accurate notes on deadlines, motions, and other dates for 150+ active cases. • Mail and arrange for delivery of 50+ legal correspondence per month to clients, witnesses, opposing parties and counsels, and court officials. • Maintain knowledge on case status for 150+ active cases by reviewing relevant records and reporting back to clients and supervising attorneys. • Provide administrative support and conduct research to assist attorneys in litigation… Show more • Manage office scheduling and keep accurate notes on deadlines, motions, and other dates for 150+ active cases. • Mail and arrange for delivery of 50+ legal correspondence per month to clients, witnesses, opposing parties and counsels, and court officials. • Maintain knowledge on case status for 150+ active cases by reviewing relevant records and reporting back to clients and supervising attorneys. • Provide administrative support and conduct research to assist attorneys in litigation preparation, including, but not limited to, handling telephone calls, meeting plans, and conference organization requirements. • Conduct research and analyze documents to prepare findings and formulate alternatives. • Research oil and gas leases and wells utilizing the Texas Railroad Commission online data query system. • Draft letters, including demand and lien notices, contracts, loan documents, pleadings, affidavits, motions, and proposed Orders, and prepare exhibits. Show less
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ATKINS HOLLMANN JONES PEACOCK LEWIS AND LYON INC
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United States
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Law Practice
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1 - 100 Employee
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Paralegal
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Jul 2014 - Jun 2017
Odessa, Texas • Mailed and arranged for delivery of legal correspondence to clients, witnesses, and court officials with 100% accuracy. • Filed pleadings and paperwork with the court to meet strict deadlines. • Provided administrative support and conducted fact research to assist attorneys in civil litigation preparation. • Responded to client calls and inquiries to deliver applicable information. • Drafted letters, including demand and lien notices, pleadings, affidavits, motions, and prepared… Show more • Mailed and arranged for delivery of legal correspondence to clients, witnesses, and court officials with 100% accuracy. • Filed pleadings and paperwork with the court to meet strict deadlines. • Provided administrative support and conducted fact research to assist attorneys in civil litigation preparation. • Responded to client calls and inquiries to deliver applicable information. • Drafted letters, including demand and lien notices, pleadings, affidavits, motions, and prepared corresponding exhibits. • Organized and prepared case exhibits, indexes, and evidence for trial. Show less
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Shafer, Davis, O'Leary & Stoker, Inc.
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United States
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Law Practice
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File Clerk
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Aug 2013 - Jul 2014
Odessa, Texas • Retrieved requested files and delivered to appropriate personnel for staff, management, and third-party requests. • Destroyed outdated and protected information in digital and physical formats. • Gained advanced knowledge of file intake, classification, and management processes. • Managed, scanned, and maintained organization of high volume of letters, memoranda, invoices, and documents. • Supported supervising attorney by collecting relevant documents in preparation for meetings,… Show more • Retrieved requested files and delivered to appropriate personnel for staff, management, and third-party requests. • Destroyed outdated and protected information in digital and physical formats. • Gained advanced knowledge of file intake, classification, and management processes. • Managed, scanned, and maintained organization of high volume of letters, memoranda, invoices, and documents. • Supported supervising attorney by collecting relevant documents in preparation for meetings, hearings, and depositions. Show less
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Tax Preparer
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Jan 2013 - Mar 2013
Odessa, Texas • Stored copies of completed returns and related documents according to company procedures and business regulations. • Determined clients' eligibility for tax credits, abatements, or deductions through careful research and oversight. • Supplied detailed tax documentation needed to submit accurate individual returns. • Prepared, finalized, and processed paperwork with federal government authorities under the supervision of CPA. • Analyzed information and assessed liabilities and… Show more • Stored copies of completed returns and related documents according to company procedures and business regulations. • Determined clients' eligibility for tax credits, abatements, or deductions through careful research and oversight. • Supplied detailed tax documentation needed to submit accurate individual returns. • Prepared, finalized, and processed paperwork with federal government authorities under the supervision of CPA. • Analyzed information and assessed liabilities and deductions according to relevant tax code. • Assisted with review of company policy and procedure manual for clerical errors and concise language. Show less
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Tax Pros
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Accounting
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1 - 100 Employee
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Tax Preparer
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Jan 2012 - Mar 2012
Odessa, Texas, United States • Stored copies of completed returns and related documents according to company procedures and business regulations. • Determined clients' eligibility for tax credits, abatements, or deductions through careful research and oversight. • Supplied detailed tax documentation needed to submit accurate individual returns. • Prepared, finalized, and processed paperwork with federal government authorities under the supervision of CPA. • Analyzed information and assessed liabilities and… Show more • Stored copies of completed returns and related documents according to company procedures and business regulations. • Determined clients' eligibility for tax credits, abatements, or deductions through careful research and oversight. • Supplied detailed tax documentation needed to submit accurate individual returns. • Prepared, finalized, and processed paperwork with federal government authorities under the supervision of CPA. • Analyzed information and assessed liabilities and deductions according to relevant tax code. • Assisted with review of company policy and procedure manual for clerical errors and concise language. Show less
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Education
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Odessa College
Associate's degree, Legal Assistant/Paralegal -
Texas A&M University-Commerce
Bachelor of Science - BS, Legal Assistant/Paralegal