Dana Fortier
Virtual Legal Assistant

Fortier Business Solutions

Dana Fortier is the Owner and Managing Director of Fortier Business Solutions, a full service, professional virtual assistant service specializing in quality legal services for attorneys. Her combined experience and expertise, together with her innate skills and qualities, make her and her company one of the most sought-after virtual partners in the industry. Dana's experience with the many phases of litigation, law office and executive management support, estate planning, real estate transactions, UCC and corporate transactions, ECF and Court of Appeals filings are unsurpassed. Some of the highlights of Dana's professional career include working closely and traveling with a business owner/entrepreneur involved in polities on the state and national levels and supervising litigation departments ranging in size from 3 to 15. Ms. Fortier has also implemented standard practices and procedures within those litigation departments, and garnered cost-saving changes. For example, she reduced penalty fees for late mediation summary filings by more than 40% by creating an easy-to-follow timetable for attorneys and their paralegals to follow, which included standard forms for creating the summaries and supporting documents. The goal of Fortier Business Solutions is to partner with you to provide you with the quality virtual administrative assistance you require, while developing a professional collaborative working relationship. Successful professionals recognize the need to outsource short- and long-term projects, specialized projects, and administrative tasks that they themselves and their in-office administrative staff just can't do. Virtual Assisting is a viable and valuable alternative to aid in the productivity and profitability of a business.

SERVICES AVAILABLE: • Office Automation Services including form layout & design, schedule & calendar management, appointment setting, booking & confirmation, emails and traditional mail management, bill preparation & invoice tracking, organization management, spreadsheet, database and report creation, updating & maintenance • General Office Clerical Support including word processing, digital transcription, data entry, and correspondence creation • Specialized Legal Support including but not limited to: Litigation file management, trial file management, discovery processes and discovery document preparation, brief writing and proofreading, legal document preparation, motions and briefs, ECF filing (Federal Court filing), research & writing, editing & proofing of pleadings & documents (opinion letters, memorandums of law, etc.), client management (working with clients to prepare discovery documents) • Executive-Level Administrative Support including due diligence, confidential completion of projects and report, project management, travel arrangements, business meeting planning & coordination, conference and special event coordination & execution, client gift shopping, holiday remembrances (gifts, cards, etc.) • Human Resources Assistance including resume writing, reviewing & screening potential candidates for company job openings, preparing and maintaining employee records, handbooks and training documents, creation and implementation of organizational procedures & protocols

PROFESSIONAL SKILLS AND PERSONAL ATTRIBUTES: • The ability to perform well under stress and operate well under pressure • Creative problem resolution style - detail- and solution-oriented • Organized, efficient and precise, with strong oral and written communication skills • Decisive & direct in making decisions; enthusiastic in assisting those in need • Sound work ethic • Advanced computer skills include all Microsoft applications, such as Word, Excel, Outlook, Access, PowerPoint and Publisher, billing system experience includes Time Slips, Juris and Accutime, document and File Management systems experience includes WorldDox, HotDocs, and Needles, research and search applications include LoisLaw, Lexis/Nexis and all common internet search engines

SPECIALIZED LEGAL SKILLS: • Multi-attorney calendar management, including travel arrangements, trial management, discovery and deposition schedule tracking & coordination (including trial subpoenas) • Coordination and service of deposition notices and trial subpoena notices; coordinating witness appearances at trial • Office and trial file management; organizing & maintaining document listing, pleading listing and witness contact listings • Preparation of pleadings such as complaints, answer packages, discovery documents (interrogatories, requests for production/admission, depositions), and motions & briefs • Legal experience includes: litigation, insurance defense, real estate transactions, corporate (UCC filings and corporate set up), wills, estate & trusts, family law, medical malpractice, personal injury & torts