1. Lori K. Caswell
Milwaukee, Wisconsin
E-mail: l.caswell83@gmail.com
WORK EXPERIENCE
AllianceStaff LLC, Milwaukee, WI 8/2015 to Present
Administrative/Legal Assistant
Provide assistance to attorneys and paralegals through staffing agency assignments
• Short-term assignment in sole practitioner’s general law practice
• Long-term assignment in the Intellectual Property Department of large Milwaukee law firm
Godfrey & Kahn, S.C., Milwaukee, WI 11/2014 to 8/2015
Administrative/Legal Assistant
Assisted shareholder and associate attorneys in the Labor and Employment Department
• Executive assistant duties for busy shareholder heavily involved in team administration, outside
professional activities and legal practice
• Prepared position statements and exhibits for filing with city, state and federal agencies
• Electronically maintained all case-related matters
• Handled and screened telephone calls, routine mail and reallocated as required
• Reviewed and revised correspondence, documents, and employment agreements
• Attorney time entry and review
• Managed travel and expense reports for department team members
Weiss Berzowski Brady LLP, Milwaukee, WI 10/2013 to 10/2014
Legal Assistant
Performed a variety of duties in support of shareholder in the Estate Planning/Trust Administration
Department
• Maintained good public relations with clients; observed confidentiality of attorney/client rela-
tionship
• Prepared beneficiary designation forms, deeds and transfer returns, transmittal letters and trust
funding memos and certifications
• Responsible for client’s multiple family trusts and limited partnership checking accounts; duties
included contact with client and bank representatives, bookkeeping, check writing, account rec-
onciliation, and preparation of gifting documents for client and client’s family
• Revised and finalized estate planning documents for client execution and prepared final client
booklets of executed estate plans (hard copy and electronic format)
• Maintained the firm’s vault holding clients’ original estate planning documents
• Organized and maintained electronic and hard client files
Gonzalez Saggio & Harlan LLP, Milwaukee, WI 4/2007 to 8/2013
Legal Assistant
Assisted shareholder and associate attorneys in the Labor and Employment Department in their
representation of corporate defendants
• Drafted correspondence for clients, courts and associates
• Electronically maintained all case-related matters
• Prepared position statements and exhibits for filing with city, state and federal agencies
• Prepared pleadings and discovery documents
• Prepared briefs and supporting documents for courts through the appellate level
• Prepared deposition notices and subpoenas and arranged depositions
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2. • Arranged for attorney pro hac vice admission to federal and state courts
• Utilized the Case Management/Electronic Case File (CM/ECF) system to electronically file case
pleadings and perform searches of federal and appellate court cases
John Loew Law Office, s.c., Brookfield, WI 9/2004 to 11/2006
Legal Assistant/Administrator
Responsible for managing a sole-practitioner attorney’s estate planning practice
• Prepared meeting agendas, engagement letters, and assembled materials for initial client con-
ferences
• Prepared intake documents for new clients and maintained upkeep of all client files
• Created and maintained model estate planning documents
• Maintained master client list, conflicts checklist, and work-in-process records
• Maintained Excel spreadsheets of the firm’s expenses
• Prepared drafts of new client estate plans
• Revised and finalized estate planning documents for client execution and prepared final client
booklets of executed estate plans
• Prepared invoices, processed incoming payments, and maintained accurate records of firm’s
billings
Reinhart Boerner Van Deuren s.c., Milwaukee, WI 12/1990 to 8/2004
Legal Secretary
Assisted attorneys and paralegals in the Trusts and Estates Department
• Machine transcription of correspondence and documents
• Drafted, revised and finalized estate planning documents for client execution
• Prepared final client booklets of executed estate planning documents
• Maintained the department’s spindle system (a complete alphabetized set of hard copies of the
department’s executed estate planning documents)
• Team Leader – Maintained the team secretaries’ attendance and vacation records, interviewed
and trained new secretaries, assisted with work overflow, attended monthly Team Leader
meetings, and prepared reports of meetings for distribution to team members
EDUCATION
Concordia University Wisconsin – Mequon, WI
Certified Court Reporting Program
Wisconsin Notary Public
SKILLS
• Efficient and accurate, with the ability to multitask, prioritize and meet deadlines
• Ability to quickly grasp and comprehend new concepts
• Strong word processing, proofreading, and editing skills
• Dictaphone and online transcription
• Proficient in Microsoft Word, Outlook, Excel and PowerPoint; WordPerfect X6; FileSite, Worldox
and Time Matters Client, Case and Document Management Software systems; Elite, DTE (Dis-
tributed Time Entry), Tabs3 and RainMaker legal billing software programs; Serengeti Tracker; and
Mac OS X Software
References available upon request
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