
Kaylan Delossantos
@kaylandelossantos
I improve contract, CRM, and legal operations through accurate records and streamlined workflows.
What I'm looking for
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
Contracts & CRM Operations Support
Soar Technology, LLC
Oct 2024 - Nov 2025 (1 year 1 month)
Managed Salesforce records to support business development, contract tracking, and workflow. Supported contract performance monitoring, milestone tracking, and audit-ready electronic file management.
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.
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.
Legal & Administrative Assistant
Cordova Law Firm
Feb 2022 - Jan 2023 (11 months)
Managed digital and paper case files, ensuring organization and compliance with firm policies. Drafted legal correspondences, assisted with research, and handled insurance claims.
Records Support Coordinator
Lake County Clerk's Office
Apr 2018 - Feb 2022 (3 years 10 months)
Trained staff in records management software and imaging processes. Acted as liaison between IT and records storage, audited records for compliance, and managed two employees.
Legal Intern
Coye Law Firm
Sep 2017 - Nov 2017 (2 months)
Assisted lawyers with communications, schedules, and case preparations. Retrieved case files, conducted database searches, and processed administrative activities.
Education
Degrees, certifications, and relevant coursework
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
Availability
Location
Authorized to work in
Salary expectations
Social media
Job categories
Skills
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