Sheree A. Roberts

 Work Experience

Reese Law Group, Houston, Texas
Legal Secretary/Senior Administrator

   June 2023 - Current

o  Analyze intake data to assist in identification of potential client trends/patterns as well as areas for process improvement.
o  Build and maintain project trackers in Microsoft Excel.
o  Calendars litigation deadlines based on case settings such as pleadings, discovery, and orders, and schedules and coordinates depositions, court reporters, and videographers.
o  Communicate and collaborate with attorneys and legal staff to assess case viability and strength of potential claims.
o  Communicating effectively with qualified leads gathering relevant details and documentation to ensure all necessary information is collected for case evaluation.
o  Correspond with providers for reductions to assist in final settlements.
o  Draft contracts.
o  Draft power of attorney, general warranty deeds, assist with QDRO and Quit Claim deeds and filing of these documents.
o  Independently use advanced Microsoft Word skills.
o  Initial setup treatment for clients with medical providers.
o  Manage and monitor the life cycle of lead intake process.
o  Manage case files with insurance companies for settlement purposes.
o  Manage organization of case documents, discovery, pleadings, communications, drafts, and other files and records in document management system.
o  Perform special projects as needed.
o  Personal injury matters: intake and interview clients to assess damage; investigative work to make sure there’s no fault.
o  Proof documents for accuracy in terms of grammar, spelling, and formatting.
o  Provides customer service to incoming clients, vendors and colleagues through email, telephone, and voicemail.
o  Request police reports.
o  Review, research, verify, and route correspondence, reports, and legal transactional documents.
o  Send out LOP and LOR to providers and insurance companies, respectively.
o  Serve as initial, and often primary, contact for potential clients via multiple intake channels, addressing inquiries with professionalism and empathy,
o  Support intake screening and qualification processes for leads; initiate pre-engagement processes & analysis for qualified leads.
o  Track and ensure all leads are property directed to and moved through intake process steps.
o  Update firm database, reports, &/or spreadsheets to support client generation and key metrics.

Walters Gilbreath, PLLC, Houston, Texas
Director of Personal Injury

   Jan 2023 - Jun 2023

o  Communicating effectively with qualified leads gathering relevant details and documentation to ensure all necessary information is collected for case evaluation.
o  Conduct interviews for potential applicants.
o  Correspond with providers for reductions to assist in final settlements.
o  Draft contracts.
o  Draft power of attorney, general warranty deeds, assist with QDRO and Quit Claim deeds and filing of these documents.
o  Increased client base by 98%.
o  Independently use advanced Microsoft Word skills.
o  Initial setup treatment for clients with medical providers.
o  Manage and monitor the life cycle of lead intake process.
o  Manage case files with insurance companies for settlement purposes.
o  Manage organization of case documents, discovery, pleadings, communications, drafts, and other files and records in document management system.
o  Marketing in various cities and states
o  Organize and execute community fundraisers. 
o  Perform special projects as needed.
o  Personal Injury Matters (demands, reductions, and settlement)
o  Personal injury matters: intake and interview clients to assess damage; investigative work to make sure there’s no fault.
o  Proof documents for accuracy in terms of grammar, spelling, and formatting.
o  Provides customer service to incoming clients, vendors and colleagues through email, telephone, and voicemail.
o  Request police reports.
o  Review, research, verify, and route correspondence, reports, and legal transactional documents.
o  Send out LOP and LOR to providers and insurance companies, respectively.
o  Serve as initial, and often primary, contact for potential clients via multiple intake channels, addressing inquiries with professionalism and empathy,
o  Support intake screening and qualification processes for leads; initiate pre-engagement processes & analysis for qualified leads.
o  Track and ensure all leads are property directed to and moved through intake process steps.
o  Update firm database, reports, &/or spreadsheets to support client generation and key metrics.

Walters Gilbreath, PLLC, Houston, Texas
Client Development Manager

   Sept 2016 - Dec 2022

o  Answer and screen a multi-line telephone system.
o  Attorney Calendar and Docket Preparation.
o  Billing and Invoices
o  Collected over 89% of outstanding invoices.
o  Collections and Billing.
o  Create and maintain files.
o  E-filing for Federal and State cases
o  Follow up on rating reviews and take corrective action.
o  Intake Specialist
o  New Client Intakes 
o  Personal Injury Matters (demands, reductions, and settlement)
o  Process Special Warranty Deeds and Quit Claim Deeds
o  Schedule mediations, hearings, and depositions 
o  Temporary Order Binders
o  Trial/Hearing Preparation 
o  Work closely with CPS case workers doing court setting Interview and supervise children of various ages to assist in assessment for legal matters. Maintained correspondence via electronic scheduling with case worker and supervisor. Studied home visits to assist attorneys Ad-Litem