Our Team

William O. Iott Jr.                                             Legal Administrator

Legalworksconsulting@gmail.com                                                         214.497.0097 ∙ Allen, TX 75013

Legal Administrator Profile Summary

Professional legal administrator with career experience in executing and advising on Accounting, Human Relations, Facilities, Marketing, and Technology. Proficiency in all areas of billing, accounts payable, accounts receivable, payroll, and office management. Strong leadership and excellent communication skills working in a team, developing, training, and supporting partners and staff in diverse aspects of a law firm. Areas of Expertise include:

Professional Experience

Legal Administrator ∙ Plano, TX ∙ 2004-Present

A consulting firm assisting lawyers on startup functions, ongoing operations, and growth

Business Consultant and Manager

Confidential, strategic advisor and operations manager working with law firms to manage and grow the practice by performing day to day operations. Established startup accounting system, office technology, payroll, website, and marketing; and Performed and supervised accounting functions including accounts receivables and accounts payables with use of QuickBooks or PC Law, and ADP Payroll processing for multiple law firms, simultaneously. 

• Prepared business plans for startup operations, creating billing values, staffing, revenue, expense, and net profit forecasts used to launch startup firms and to obtain external operating capital financing.

• Sourced office space and negotiated lease terms meeting initial and future firm requirements and budget; supervised build-out and construction.

• Solicited and compared pricing quotes for computer, telephone, and office equipment, made purchase or lease recommendations, and coordinated vendor installation, facilities move and other outside services.

• Established QuickBooks Pro / Online and PC Law accounting and trust administration systems and banking; trained staff on time entry billing, vendor payables, accounts receivable and trust account management.

• Improved the overall business cycle and cash flow with timely billing and accounts receivable collections; Improved profitability through expense control and implementation of improved office workflow schedules.  

• Directed quarterly tax report filings to the IRS and Texas Workforce Commission and managed Workers’ Compensation and unemployment issues.

• Performed core legal support, recruiting, pre-qualification, selection, orientation, and coordinated personnel administration and review to maintain a quality legal team.

• Implemented benefits administration, personnel data systems, job design, resource allocation and other human resource management functions for the legal, paralegal and support staff.

Jackson Spencer Law PLLC ∙ Legal Administrator ∙ Dallas, TX ∙ 2016- Current

Managed operations for 7 employment law attorneys; provided specialized

 accounting; prepared monthly financial reports, billings, and vendor invoice payments; recorded daily bank transactions and deposits; reconciled bank statements; managed trust to operating transfers on client funds.

Prepare semi-monthly payroll through ADP; Post payroll to general ledger; prepare cash reports and cash flow reports for partners. Advise partners on Accounting, business development and marketing issues. 

• Improved profitability by reducing facilities and operating expenses and improving cash flow via collections while revenue grew 80% in 3 years.

• Advised partner on staffing needs and facilities lease options for sub-tenant rates. 

• Provided client customer service and negotiated client payment for services based upon strong documentation support.

Williamson Law Firm PLLC ∙ Legal Administrator ∙Dallas, TX ∙ 2011-2/2021

Managed general accounting for family law practice, prepared monthly financial reports, enter daily activity regarding banking transactions; prepared vendor invoices for payment; posted client payments and prepared deposit to bank; reconciled bank statements; managed trust to operating transfers on client funds.

Prepare semi-monthly payroll through Intuit; create payroll and payroll tax reports; prepare payment of monthly payroll taxes through EFTPS; prepare quarterly reports for Texas Workforce Commission and IRS.

• Supported annual revenue growth with recommendation and conversion of accounting system from QuickBooks Pro to PC Law system and provided communication and training to staff to improve billing.

Skiermont Puckett LLC ∙Legal Administrator ∙Dallas, TX ∙ 6/2011-2/2013

Directed startup operations and growth for trial attorney firm; managed banking, cash flow, accounts payable, accounts receivables, payroll, technology and marketing.

• Managed operations and engaged target marketing strategy which contributed to 122 new clients, helped firm achieve multi-million-dollar revenues, and grow to 15 lawyers and 3 support staff in 20 months.

Nelson Bumgardner Casto LLC ∙ Legal Administrator ∙ Fort Worth, TX ∙ 2/2007-11/2010

Created startup operations for boutique law firm specializing in technology and intellectual property.

• Advised start-up in initial temporary space to allow finish-out in new construction to obtain best lease investment and long-term marketing image to grow firm; Coordinated build-out to suit and flawless move-in.

• Assisted in the growth from four patent attorneys to a multi-million-dollar firm with 15 lawyers in the first year with recruiting and hiring, expense control, and marketing decisions.

• Supervised Intuit payroll, accounting entry, reconciliation, and analysis in PC Law software. 

Education 

Bachelor of Arts in Criminal Justice

UNIVERSITY OF TULSA | Tulsa, OK 

Earn continuous education with intermediate and Advanced QuickBooks Pro training, 

PC Law conferences, and Juris Financial Management Solutions for billing and accounting