Kathleen owns and operates THE LEGAL DOC a dynamic legal and technology service center, and prepares and processes legal documents for attorneys and self-representing court users. Kathleen has vast experience having worked in different law firms and in many different areas of the law. Kathleen has held positions as a law clerk, performing research, and as a firm administrator. Kathleen retired from the law firm of McDonough Holland & Allen in early 2005 and registered as a Legal Document Assistant soon thereafter. Kathleen works as a “dual” professional actively working both as a paralegal and as an LDA.
Since 2004, Kathleen has provided software training and support as an IC with Azure Training, providing IT Rollout Project Management, Training, and Floor Support services to firms and businesses with emphasis on Windows 7, Microsoft Office 2010, Microsoft Office 2013, Microsoft Office 2016, and Office 365.
Kathleen is also a registered and bonded Process Server with 30 years of experience serving legal documents.
Kathleen offers low cost mediation to her family law clients, meeting with couples in order to facilitate amicable resolution of their issues.
In 2009, Kathleen’s eleventh-hour discovery of California’s proposed AB 590 resulted in significant amendments to the bill which, absent the amendments, would have effectively outlawed the LDA profession and drastically limited the rights of consumers to choose non-attorney alternatives including LDAs and unbundled legal services.
Kathleen Mountjoy has actively served the legal community in various capacities, including active involvement with:
Stockton San Joaquin County Legal Secretaries' Association, President
Northern Central Valley Forum, Board Member and Speaker
Member California State Bar Law Office Management Section
Member California State Bar Family Law Section
Director, Mock Trials – San Joaquin County Superior Court
Speaker, Humphreys School of Law - Legal Secretaries Incorporated
Participated in LSI negotiations between Matthew Bender and The Rutter Group in relation to publication contract - The Legal Secretary's Handbook
Assisted with preparation and marketing of The Rutter Group Legal Secretary's Handbook - Family Law
State Bar of California Convention Volunteer (1985 – 1995)
Member of National Association of Legal Document Preparers (NALDP)
Co-founder, Past President, Compliance Director, Director of Legislation, Membership Director - Alliance of Legal Document Assistant Professionals (ALDAP)
Testified as an expert witness in LDA class action lawsuit.
Testified concerning legal issues and LDA consumer protections before the State Bar of California and the Judicial Council of California.