Katia Darelly Vidal Ortiz
Mexico City
Summary
Detail-oriented professional with expertise in legal documentation, client communication, and organizational support, bringing a strong foundation in research, recordkeeping, and administrative tasks. Skilled in collaborating across teams, managing priorities, and delivering accurate, timely results. Ready to leverage comprehensive skills and experience to contribute effectively as a Paralegal / Legal Assistant.
Overview
21
21
years of professional experience
Work History
Learning and Development Specialist
PACIFIC WORKERS OAKLAND
10.2024 - Current
- Collaborated with subject matter experts to design engaging courses that meet organizational objectives.
- Created materials such as handouts, job aids, manuals, presentations, videos, and web-based tutorials for use in trainings.
- Evaluated current processes against industry standards ensuring that they are up-to-date and compliant with regulations.
- Conducted assessments to identify learning needs, designed curricula accordingly, and evaluated effectiveness of trainings.
- Facilitated onboarding sessions for new employees and provided support throughout the transition period.
- Consulted with department heads on effective methods for developing their respective teams' capabilities.
- Organized workshops focused on leadership development topics such as communication skills and problem solving techniques.
- Maintained records of all training activities including attendance logs, course evaluations, and test results.
- Provided technical advice on various software applications used by the organization.
- Monitored progress reports from team leaders regarding employee performance improvement goals.
- Developed and implemented training programs to enhance employee knowledge and skills in a variety of areas.
- Maintained records of completed training and required recertifications.
- Attended meetings and seminars to obtain information for use in training programs and to inform management of training program status.
- Provided coverage for ACM duties when team members were on vacation or when an ACM left the firm, ensuring continuity of case management operations.
- Reviewed tasks and communications from new ACMs during their training period to ensure emails and tasks sent to adjusters, defense attorneys, doctors, and other parties complied with firm procedures and internal requirements.
Assistant Case Manager
PACIFIC WORKERS OAKLAND
04.2024 - 10.2024
- Assist to Lawyer and Case Manager with the daily activities in Workers' Comp cases such as:
- Preparing, filing and sending before EAMS of declaration of readiness to proceed, new applications for adjudications, amendments to application for adjudication, objections to declaration of readiness to proceed, liens, change of address, request of continuance of hearing, request to take hearing out of calendar, orders to take hearing of calendar, orders approving hearing continuance and request of independent medical review.
- Preparing and sending to the corresponding parties strike letters, out of pocket expenses letters, mileage reimbursement, overturn letters, don't bill our client letters, deposition letters and QME reports.
- Scheduling of depositions, calls, medical appointments, QME/AME appointments.
- Follow up with the corresponding parties about transportation, medical treatment, documents, etc.
- Answering questions to clients through text messages, calls and emails.
- Sending the requested documents to clients.
International Paralegal / Legal Assistant
AROCHI & LINDNER, S.C.
09.2022 - 11.2023
- Translation to Spanish, English
- Translation to German, French, Portuguese and Italian with on-line translators help.
- Exchange of communication (written and spoken) with national and international clients.
- Reviewing and filing before the Mexican Patent and Trademark Office (MPTO) applications with foreign documentation with legal requirements for the license of use and answers to official actions, among others.
- Review of international renewal, registration, and change of name certificates provided for agents in other countries.
- Drafting of shareholders meetings, powers of attorney and other documents related to the analysis of a company.
- Administrative activities.
- Broad management of the CRM Zoho and CPI (Trademark system).
- Collection management of national and international clients, among other administrative tasks.
Partner's Legal Assistant
UHTHOFF, GOMEZ VEGA & UHTHOFF, S.C.
11.2016 - 08.2022
- Translation to Spanish, English
- Translation to German, French and Italian with on-line translators help.
- Exchange of communication (written and spoken) with national and international clients.
- Reviewing, preparing and filing before the Mexican Patent and Trademark Office (MPTO) applications with foreign documentation with legal requirements for the change of name, fusion, license of use, assignment, change of address, among others.
- Preparing drafts of multiple contracts to be filed before the MPTO.
- Review and in the case of application to correct the official certificates issued by the MPTO.
- Review and filing of contest's rules before PROFECO.
- Liaison for the migration of Indian people to Mexico for working purposes.
- Drafting of shareholders meetings, powers of attorney and other documents related to the analysis of a company.
- Administrative activities.
- Collection management of national and international clients, among other administrative tasks.
Trademark Attorney
ALEGRIA MARTINEZ & FERNANDEZ WONG, S.C.
01.2010 - 01.2015
- Translation to Spanish, English
- Translation to German, French and Italian with on-line translators help.
- Exchange of communication (written and spoken) with national and international clients.
- Reviewing, preparing, and filing before the Mexican Patent and Trademark Office (MPTO) applications with foreign documentation with legal requirements for the change of name, fusion, license of use, assignment, and change of address, among others, as well as the cancellation of the above-mentioned contracts if applicable.
- Review and prepare trademark and slogan applications and all the maintenance thereof, namely, renewal applications, affidavit of use, and answers to official actions or communications issued by the MPTO.
- Preparing drafts of multiple contracts to be filed before the MPTO.
- Review and in the case application to correct the official certificates issued by the MPTO.
- Reports of the trademarks and slogan's status to clients in general.
Paralegal
BAKER & MCKENZIE, S.C. (MEXICO CITY OFFICE)
01.2009 - 01.2010
- Preparing application, registration, maintenance and litigation procedures for intellectual property rights, as applications, renewals, affidavit of use, etc.
- Reporting of various legal documents like certificates of registration, informative official communications, etc.
- Perform powers of attorney, legal translations and simple writs to be filed in the Mexican Patent and Trademark Office.
- Report directly to attorneys with broad-ranged responsibilities that encompass the reporting of Official Communications, applications filed, requests filed, renewal applications, and assisting all their work and duties.
- Liaison between attorneys, clients, suppliers and public notaries mainly.
- Ensure open lines of communication and satisfaction of deadlines through the execution of dated correspondence.
- Preparing content-specific case files for attorneys reflecting supporting forms and documentation to use during client presentations and index/cross-referenced network database information.
- Perform of all-inclusive trademark reports to clients and management of such databases.
- Broad management of the GIPM (trademark system), Carpe Diem (attorney charge system), IPMaster (patent system) and Marcant.
- Organization of the Official Gazette and Newspaper publication of edicts.
- Reviewing and analyzing the Official Gazette in order to find if any of our clients is served with any unknown official communication.
- Office management as answering telephones (up to ten-line commuter), sending and reviewing of documents sent to and by clients, interoffice activities, as verification of expenses and management of checks, etc.
- Opening of new matters/clients in the CMIS (interoffice system handled in Chicago).
- Booking of seats for travel in several flights.
- Arranging of accommodation.
- Management of personal attorney's matters.
- Preparing formal patent drawings.
- Sometimes fill the patent assistant position with broad ranged responsibilities that encompass the reporting, preparing and filing answers Official Communications, as well as the reporting of Form Official Communications and Notice of Allowance issued by the Mexican Patent and Trademark Office; preparing, filing and reporting applications, payment of annuities; opening of patent matters, etc.
Bilingual Assistant
AROCHI MARROQUÍN AND LINDNER, S.C.
01.2007 - 01.2009
- Prepared several reports for Mexican clients who had trademark applications/registrations in the United States.
- Prepared powers of attorney, legal translations, and simple writs to be filed in the Mexican Patent and Trademark Office, among others.
- Report directly to three (sometimes more) attorneys with broad-ranged responsibilities that encompass the reporting of Official Communications, applications filed, requests filed, renewal applications, and assisting all their work and duties.
- Liaison between attorneys, clients, suppliers and public notaries.
- Started an English program with employees along with an English native Speaker.
- Broad management of the ELITE (litigation system) and CPI (Trademark system).
- Organization of the Federation's Official Journal and Newspaper publication of edicts.
- Reviewing and analyzing the Federation's Official Journal in order to find if any of our clients is served with any unknown official communication.
- Reviewing the Official web pages to review each of our trademark litigation matters in order to update the clients about any development.
- Office management as answering telephones (up to ten-line commuter), sending and reviewing of documents sent to and by clients, interoffice activities, as verification of expenses and management of checks.
- Raw shell of commercial litigation writs.
Bilingual Assistant
OLIVARES & CIA S.A.
01.2006 - 01.2007
- Preparing several reports to foreign clients having patents application/registration in the United States.
- Preparing legal translations to be filed in the Mexican Patent and Trademark Office.
- Report directly to a Bachelor in Chemistry, Biology and Pharmaceutics with broad ranged responsibilities that encompass the preparing and filing answers to Technical requirements from the Mexican Patent and Trademark Offices, as well as filing of divisional applications, invoicing for the work done, etc.
- Liaison between, bachelor, clients and suppliers (translators mainly).
- Broad management of the SYGA (patent and invoicing system).
- Office management as answering telephones (up to ten-line commuter), sending and reviewing of documents sent to and by clients, interoffice activities, as verification of expenses and management of checks.
- Sometimes fill the receptionist position.
- Management of personal attorney's matters.
Bilingual Assistant
BECCERRIL, COCA AND BECCERRIL, S.C.
01.2005 - 01.2006
- Preparing several reports to foreign clients having patents applications/registrations in Mexico.
- Preparing legal translations to be filed in the Mexican Patent and Trademark Office.
- Report directly to an attorney with broad ranged responsibilities that encompass the preparing and filing answers to Form requirements from the Mexican Patent and Trademark Offices.
- Liaison between attorney, clients and suppliers (translators mainly).
- Office management as answering telephones, sending and reviewing of documents sent to and by clients, interoffice activities, as verification of expenses and management of checks.
- Management of personal attorney's matters.
Education
Attorney Bachelor's degree - undergraduate
Colegio Superior de Ciencias Jurídicas, S.C.
01.2012
C First Certificate - English
University of Cambridge
01.2008
Teaching Knowledge Test: Module 1 - undefined
University of Cambridge
01.2007
Teaching Knowledge Test: Module 2 - undefined
University of Cambridge
01.2007
Teaching Knowledge Test: Module 3 - undefined
University of Cambridge
01.2007
Professional License - Computer Technician
C.E.T.I.S. 153
01.2005
Skills
- Interpersonal skills
- Written communication
- Verbal communication
- Microsoft Office
- Excel
- Power Point
- Word
- Access
- Outlook
- Research skills
- Investigative skills
- Reporting skills
- Confidentiality
- Adaptability
- Technical training
- Training delivery
- Teamwork and collaboration
- Multitasking
- Problem-solving
- Attention to detail
- Time management
- Multitasking Abilities
- Problem-solving Abilities
- Organizational skills
- Adaptability and flexibility
- Active listening
- Verbal and written communication
- Documentation and recordkeeping
- Task prioritization
- Coaching and development
References
References available upon request
WEBSITE, PORTFOLIO AND PROFILES
www.linkedin.com/in/katiavidal-ortiz-799492a6
Languages
English
Advanced (C1)
Spanish
Bilingual or Proficient (C2)
Timeline
Learning and Development Specialist
PACIFIC WORKERS OAKLAND
10.2024 - Current
Assistant Case Manager
PACIFIC WORKERS OAKLAND
04.2024 - 10.2024
International Paralegal / Legal Assistant
AROCHI & LINDNER, S.C.
09.2022 - 11.2023
Partner's Legal Assistant
UHTHOFF, GOMEZ VEGA & UHTHOFF, S.C.
11.2016 - 08.2022
Trademark Attorney
ALEGRIA MARTINEZ & FERNANDEZ WONG, S.C.
01.2010 - 01.2015
Paralegal
BAKER & MCKENZIE, S.C. (MEXICO CITY OFFICE)
01.2009 - 01.2010
Bilingual Assistant
AROCHI MARROQUÍN AND LINDNER, S.C.
01.2007 - 01.2009
Bilingual Assistant
OLIVARES & CIA S.A.
01.2006 - 01.2007
Bilingual Assistant
BECCERRIL, COCA AND BECCERRIL, S.C.
01.2005 - 01.2006
C First Certificate - English
University of Cambridge
Teaching Knowledge Test: Module 1 - undefined
University of Cambridge
Teaching Knowledge Test: Module 2 - undefined
University of Cambridge
Teaching Knowledge Test: Module 3 - undefined
University of Cambridge
Professional License - Computer Technician
C.E.T.I.S. 153
Attorney Bachelor's degree - undergraduate
Colegio Superior de Ciencias Jurídicas, S.C.