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Kaylan Delossantos

@kaylandelossantos

I improve contract, CRM, and legal operations through accurate records and streamlined workflows.

United States
Message

What I'm looking for

I'm looking to continue building Salesforce and contract lifecycle management knowledge while improving data accuracy, workflows, contract processes, and audit-ready documentation.

I've supported contract and CRM operations at Soar Technology, managing Salesforce records, contract tracking, electronic files, milestone documentation, and audit readiness across multiple projects.

My legal operations background includes case intake, client communication, e-filing, insurance claims, invoicing, and maintaining accurate case documentation in Clio and CloudLex. At Paul & Perkins, I managed documentation and progress tracking for 80+ active cases.

At the Lake County Clerk's Office, I trained staff, coordinated records operations, audited retention compliance, digitized legacy records, and managed two General Clerk employees. I'm continuing to develop my knowledge of Salesforce and contract lifecycle management.

Experience

Work history, roles, and key accomplishments

GD

Operations & Case Management Assistant

Garrett Discovery

Nov 2023 - Feb 2024 (3 months)

Intook new cases and maintained client records in Clio CRM, ensuring data accuracy. Coordinated client communication and assisted with invoicing and financial documentation.

PP

Legal Operations Assistant

Paul & Perkins P.A.

Feb 2023 - Oct 2023 (8 months)

Maintained a case load of 80+ active cases using CloudLex to track progress and documentation. Handled intakes, client communications, and filed legal documents via Florida Courts E-Filing Portal.

Education

Degrees, certifications, and relevant coursework

University of Central Florida logoUF

University of Central Florida

Bachelor of Science, Legal Studies

Activities and societies: Dean's List: Fall 2012, Fall 2013; Member of Phi Alpha Delta Law Honor Society (2013–2014).

Bachelor of Science in Legal Studies from the University of Central Florida, graduated in May 2014.

Tech stack

Software and tools used professionally

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