Kendall Ann Bailey

Configured and enhanced Litify functionality in collaboration with Senior Litigation Product Manager, LTS team, IT, and vendors.

Defined business requirements, performed gap analyses, and conducted user acceptance testing (UAT) to ensure quality solutions.

Managed system troubleshooting and end-user support while maintaining knowledge-based resources.

Implemented strategic automation and workflow improvements using Salesforce tools like Flows and Process Builders.

Provided expertise in Salesforce administration and reporting to streamline litigation processes.

Managed and optimized Salesforce-based Litify organization for New Orleans law firm specializing in first-party insurance claims and complex litigation.

Developed 10 custom Salesforce objects, enhancing case management efficiency and data reporting accuracy.

Administered various integrations, including Salesforce and Zapier, to strengthen IT capabilities.

Provided technical support, resolving complex issues swiftly to ensure uninterrupted legal operations.

Collaborated with attorneys and paralegals to streamline case workflows through integration of legal expertise and technical solutions.

Created detailed knowledge base articles and training materials, boosting user engagement with Litify platform.

• Analyzed, organized, and maintained assembly of legal documents for efficient retrieval.
• Prepared and stored case files, including evidence, exhibits, and pleadings.
• Assisted in drafting and reviewing legal documents, ensuring compliance with judicial procedures.
• Gathered and analyzed client intake information, including medical records and bills.
• Drafted comprehensive legal documents adhering to established style and format.
• Compiled medical records into concise summaries for lead attorneys.
• Investigated facts to support negotiation of legal disputes, delivering written analyses to attorneys.

• Conducted meetings with attorneys to discuss case progress and project requirements.
• Drafted comprehensive medical records requests for plaintiffs' complete medical histories.
• Compiled received medical records into concise summaries for lead attorneys.
• Performed research to support various legal proceedings and case strategies.
• Organized, stored, retrieved case files, including evidence, exhibits, and depositions.
• Assisted in drafting and reviewing legal documents, ensuring compliance with judicial procedures.
• Prepared correspondence and filed motions and pleadings accurately in accordance with court protocols.