Allison Stipcak
Lega Assistant/ Paralegal at Andrus Wagstaff- Claim this Profile
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Bio
Credentials
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NALA Member
NALA - The Paralegal AssociationJun, 2020- Sep, 2024 -
Notary Public
State of Colorado
Experience
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Andrus Wagstaff
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United States
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Law Practice
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1 - 100 Employee
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Lega Assistant/ Paralegal
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Jul 2022 - Present
• Working on huge cases of Roundup Clients trying to get them settlements. • Around fifty phone calls a day. • Worked with a team of just six people. • Taking diligent notes in Litify regarding client communications. • Meetings twice a week with team going over tasks. • Organizing tasks and making sure the team was doing their assigned tasks. • Calendaring calls, call backs, managing deadlines. • Preparing legal documents and sending to attorneys for review and filing with court system. Show less
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Fox Rothschild LLP
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United States
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Law Practice
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700 & Above Employee
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Legal Secretary
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Apr 2022 - Jul 2022
• As a Member of the Client Service Team (CST), Client Service Specialists provide legal administrative support to a team of attorneys.• Work closely with attorneys and clients to ensure seamless transfer of information.• Facilitate the management of client specific data to enhance the overall approach to dedicated interactions.• Manage workflow of assigned tasks and projects, prioritizing incoming tasks to meet deadlines and coordinating with other support services to complete work.• Manage attorney calendars and assist in meeting deadlines, coordinate attorney and/or client travel arrangements and collaborate with the client regarding same.• Prepare legal documents, memoranda, and correspondence from draft or dictated text.• Create, edit, format, and proofread documents, spreadsheets, and presentations with a high level of accuracy and attention to detail.• Assist multiple attorneys as primary assignment and provide additional support, back‐up, and PTO coverage for the CSS assigned to the team.• Transmit legal documents, memoranda, and correspondence to clients, witnesses and court officials by electronic filing, fax, email, mail and/or messenger.• Process new business requests by working closely with the New Business Intake Team by opening new matters; preparing and reviewing conflicts submissions; close matters; and create and maintain client case files using appropriate record keeping software.• Calendar all critical deadlines and other dates requiring action into a calendaring database and ensure accurate calculations; maintain and manage those deadlines.• Assist in the coordination of client billing using sophisticated software and procedures that may require client-specific instructions. Show less
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Records Clerk
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Mar 2022 - Apr 2022
• Maintained and secured records in accordance with the established Firm policies and procedures.• Received and processed files for both central filing and off-site storage.• Assembled files in client/matter number order and maintained a neat and orderly file room.• Researched the location of folders and documents upon the request of designated office management or Attorney.• Assisted in the conversion of incoming lateral client/matter files into the Firm wide records management system.• Managed the inventory of files in off-site storage and facilitated transfers by indexing and overseeing the pickup of boxes.• Handled file retrieval requests. Show less
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AK Sales
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United States
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Automotive
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1 - 100 Employee
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Operations Assistant
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Mar 2021 - Mar 2022
• Managing and tracking all Sales orders. • Ordering inventory and keeping up on back orders. • Maintaining efficient and cost effective business functions. • Being the “go-to” for the Sales Reps. • Making sure that all orders are fulfilled and delivered without any error. • In charge of strategies for orders. • Maintaining and growing customer relations. • Being the assistant to the owner and general manager. • Project management. • Assisting with travel coordination and client visits. Show less
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DeSantis Law Firm
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United States
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Legal Services
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1 - 100 Employee
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Legal Assistant Paralegal
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Feb 2020 - Feb 2021
• Client Intake, scheduling, billing and management. • Deadline tracking and case management. • General administrative duties. • Real Estate and Transactional Law- created closing books, drafted demand letters for leases, reviewed lease agreements. • Assisted with case management and set deadlines for any mediation and court deadlines. • Drafted and organized documents required to be filed for mediation or arbitration when necessary. • Client Intake, scheduling, billing and management. • Deadline tracking and case management. • General administrative duties. • Real Estate and Transactional Law- created closing books, drafted demand letters for leases, reviewed lease agreements. • Assisted with case management and set deadlines for any mediation and court deadlines. • Drafted and organized documents required to be filed for mediation or arbitration when necessary.
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Rubicon Law
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United States
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Legal Services
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1 - 100 Employee
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Operations Manager and Legal Secretary/ Paralegal
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Jul 2018 - Apr 2019
• Monthly memos to provide updates to team. • Client Management, On-boarding and creating a file organization system. • Prepared and filed documents with the SEC and Secretary of state for entity formations, funding rounds, periodic reports, and other business entity documents as needed, such as periodic reports and requesting certificates of good standing. • Organized and coordinated the signing of Common Stock Agreements, Preferred Stock Agreements, Convertible Notes and Capitalization tables detailing funding and investors including preparing and filing of Form IDs and Form Ds. • Monthly AR Reports for each Attorney, Lead on Billing, Collections, Docketing and Client Management. Show less
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Rocky Mountain Patent
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United States
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Legal Services
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Law Firm Manager and Legal Secretary
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Aug 2014 - Jul 2017
• Internal organizational library of client files, also including , including education-oriented resources for my team of Patent Attorney's and Patent Agents. • Administrative support for entire team of lawyers and general administrative duties. • Managed all deadlines and schedules for the entire team, ensuring timely completion for each stage of the trademark and patent application process. • Experience with and proficiency in USPTO processes, patent prosecution, and trademark prosecution. • Conducted data compilation and financial analysis for periodic financial reports and sales reports. • Managed all of the firm's financial records, including A/R, A/P, payroll and collections processes. • Extensive experience with docketing, time management, creating check and task lists and setting calendar reminders for upcoming deadlines. • Case management experience; reviewed and drafted motions to dismiss, filed pleadings, and put together briefs. • Generated docket reports for each attorney and was responsible. • Head of client outreach and intake, scheduling initial client meetings, and following up with clients. • Performed factual research, case law research assistance, and extensive research for existing or potential conflicts. • Lead in docketing both trademark and patent deadlines and in charge of updating dockets to meet both U.S. and foreign deadlines. Show less
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Education
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2010 - 2014
University of Colorado Boulder
Bachelor’s Degree, Psychology and Economics -
2020 - 2021
Arapahoe Community College
ABA Approved Paralegal Certificate, Law
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