Elizabeth Theobald

Responsible for preparing and maintaining records related to accounts payable, cash receipts, and purchasing, while also assisting with year-end audits and providing necessary documentation. Manages all aspects of accounts payable, including vendor information, invoice processing, and payment preparation, ensuring accuracy and compliance.

Provided comprehensive legal services for business clients, including the formation of LLCs/LPs and the preparation of corporate record books. Drafted and filed various estate planning documents, managed probate services, and communicated with clients and court officials.

Managed the firm's accounting, accounts payable, and accounts receivable functions, including preparing monthly financial statements and maintaining the general ledger. Oversaw payroll, human resources support, and ensured compliance with various financial and regulatory requirements.

Coordinated and monitored the maintenance, replacement, and logistics of client vehicles, ensuring adherence to company and client policies. Conducted analysis and made recommendations for vehicle replacement to improve cost efficiency, while partnering with manufacturers and sales teams.

Managed database maintenance, updates, and audits, and trained internal stakeholders on IP-related matters. Oversaw invention disclosure and trademark clearance submissions, performed patent searches, and processed routine trademark/copyright requests.

Created and maintained intellectual property files, prepared documents for copyright, patent, and trademark rights, and corresponded with internal and external sources. Monitored matter statuses, conducted research for legal documents, and assisted with due diligence for mergers and acquisitions.

Performed conflict of interest checks for new client matters and drafted client correspondence. Prepared and filed prosecution documents with the USPTO, managed attorney calendars and dockets, and handled travel arrangements.

Completed a Post-Baccalaureate Certificate in Paralegal Studies. This program provided specialized training and knowledge in legal procedures and support functions.

Majored in Business Management with a minor in Management Information Systems (MIS). The curriculum covered core business principles and the application of information technology in business operations.