Roberta Metivier is a Senior Corporate and Tax Paralegal, Manager and Co-Owner of Performance Paralegals Ltd. She has over 25 years of corporate and commercial legal experience, with 7 years specializing in corporate tax transactional work. Roberta is responsible for corporate document production, file and workflow management with supervisory, delegation and mentorship responsibilities.
Roberta’s typical day consists of preparing documents to support tax reorganization plans for Tax Law LLP. She is in charge of gathering all the documents for a project, managing version control and obtaining client signature. Working with a tech savvy tax lawyer, Doug, they always knew that there had to be a simpler and easier way of managing the transaction process. Doug challenged her to go out into the market and find a solution that would meet their needs. Initially, Roberta had no luck in finding such a solution. While attending a legal technology conference, Roberta was introduced to dealcloser, a legal transaction management platform, and after showing it to Doug, they’ve never looked back to the old way of managing their transactions.
Download this case study and learn how dealcloser simplifies the legal transaction process and helps law firms improve their workflows.