Thompson v. Ogletree, Deakins etc. CA2/5

CourtCalifornia Court of Appeal
DecidedDecember 27, 2024
DocketB325504
StatusUnpublished

This text of Thompson v. Ogletree, Deakins etc. CA2/5 (Thompson v. Ogletree, Deakins etc. CA2/5) is published on Counsel Stack Legal Research, covering California Court of Appeal primary law. Counsel Stack provides free access to over 12 million legal documents including statutes, case law, regulations, and constitutions.

Bluebook
Thompson v. Ogletree, Deakins etc. CA2/5, (Cal. Ct. App. 2024).

Opinion

Filed 12/27/24 Thompson v. Ogletree, Deakins etc. CA2/5 NOT TO BE PUBLISHED IN THE OFFICIAL REPORTS

California Rules of Court, rule 8.1115(a), prohibits courts and parties from citing or relying on opinions not certified for publication or ordered published, except as specified by rule 8.1115(b). This opinion has not been certified for publication or ordered published for purposes of rule 8.1115.

IN THE COURT OF APPEAL OF THE STATE OF CALIFORNIA

SECOND APPELLATE DISTRICT

DIVISION FIVE

LISA THOMPSON, B325504

Plaintiff and Appellant, (Los Angeles County Super. Ct. No. 21STCV15251) v.

OGLETREE, DEAKINS, NASH, SMOAK & STEWART, P.C.,

Defendant and Respondent.

APPEAL from a judgment of the Superior Court of Los Angeles County, Gail Killefer, Judge. Reversed and remanded. Law Offices of Sandra C. Muñoz and Sandra C. Muñoz for Plaintiff and Appellant. Ballard Rosenberg Golper & Savitt, Linda Miller Savitt, John J. Manier, and Olga G. Peña for Defendant and Respondent. ___________________________ Lisa Thompson (plaintiff) sued her employer Ogletree, Deakins, Nash, Smoak, and Stewart, P.C. (defendant) under the Federal Employment and Housing Act (FEHA) (Gov. Code, § 12900 et seq.) for disability discrimination and related claims. The trial court granted defendant’s motion for summary judgment. We conclude that plaintiff raised a triable issue of material fact as to each of her causes of action. Accordingly, we reverse the judgment in defendant’s favor and remand for further proceedings consistent with this opinion.

FACTS AND PROCEDURAL BACKGROUND1

Defendant is an employment law firm operating 50 offices nationwide, including in Los Angeles and Orange County. Defendant hired plaintiff in 2007 to work in its Los Angeles office, where she worked as a records clerk until defendant terminated her employment in 2020.

A. Plaintiff’s Employment History

Plaintiff was hired in October 2007 as a general office clerk, and in November 2008 was reclassified as a records clerk, one of three in the Los Angeles office. That office was the only office with more than one records clerk due to its large volume of cases.

1 We have liberally construed all evidence in support of plaintiff and resolved any doubts in her favor. (Wilson v. 21st Century Ins. Co. (2007) 42 Cal.4th 713, 717.)

2 The duties of a records clerk include, among others, to “maintain[] all files” in the records center; create new records in the records management system, including making and placing labels appropriately; file documents in the client folders; and stay up-to-date on technologies and methodologies for records management operations.

1. Plaintiff’s assignment

Throughout her employment, plaintiff was assigned tasks other than record management, such as covering the reception desk while the receptionist was on breaks and setting up conference rooms. As for her records duties, plaintiff was assigned cases for clients with names in the A-G range, with the remaining range divided between the other two records clerks. One clerk position was eliminated at some point, leaving plaintiff and Robyn Steed (Steed) as the two remaining clerks, with Steed in charge of the H-Z range. Throughout her employment, Steed performed all her duties successfully, maintained her records current and filed, and her work area organized. Steed also performed some tasks germane to the records clerk position that plaintiff did not perform, such as working with vendors to deposit or retrieve records, processing client file transfers, and training firm staff on best records management practices. From the outset, plaintiff and Steed did not get along, and plaintiff sought to be moved away from her.

3 2. Plaintiff’s personnel file

Plaintiff’s supervisor was office administrator Lynnette Harris (Harris) until 2012, when Harris was replaced by Christy Barrett (Barrett). In January 2008, Harris wrote plaintiff an email directing her to, “Please organize your drawer to reflect the A-Z filing system adopted for use by this office.” In March 2008, Harris wrote to plaintiff, “Please confirm that your . . . filing is caught up to date, i.e.[,] all documents are current within 48-72 hours of receipt.” Plaintiff responded, “D[ue] to the fact that I have a multitasking workload, my filing is slightly behind. Eight hours of my day, I try to maintain my other responsibilities (relieve reception, clean and set-up conference rooms, help with mail and copy jobs, clean kitchen, load dish washer and clean refrigerator etc.) . . . If you want filing to take a higher priority[,] please let me know.” The record does not include any response by plaintiff’s supervisors instructing her to give greater priority to filing or alleviating her of the additional responsibilities she carried. Plaintiff requested and received medical leave between March 21, 2008, and May 16, 2008. Harris kept a note dated May 21, 2008, in plaintiff’s personnel file documenting her meeting with plaintiff “to go over a stack of pleading and discovery indices [plaintiff prepared] that contained errors,” during which Harris “pointed out that most of the mistakes were a lack of attention to detail and that [plaintiff] needed to pay closer attention to the document titles and party information.” Plaintiff received positive ratings across various categories on her performance evaluations, consistently receiving marks

4 that she “meets” or “exceeds” expectations. In her evaluation for April 2016 through March 2017, Barrett described plaintiff as doing “a good job on a very busy desk with volumes of incoming work,” and “actively working on reducing the backlog of filing that occasionally occurs.” Barrett encouraged plaintiff to “continue to work . . . to keep abreast of procedures and technology” and “to continue exploring options that will improve her workflow.” In her evaluation for the period of April 2017 through March 2018, Barrett thanked plaintiff for her good work and described her as a “committed member of the LA Office team [who] works well with other staff members . . . .” Barrett also outlined a performance plan for plaintiff “to better keep up with her workload,” “encourag[ing] her to ask for assistance when she gets overwhelmed, so that others can locate [items] without digging through boxes and piles.”

3. Plaintiff’s move to the 11th floor

In 2015 or 2016, plaintiff moved to a newly built records room on the 11th floor, which was quieter, smaller, and initially lacked adequate shelves for the files plaintiff managed. Steed maintained her portion of the records in the 12th floor records room. Barrett told plaintiff to leave the door to the 11th-floor records room open, but plaintiff usually kept it closed because of noise in the hallway outside. Barrett seldom saw plaintiff after she moved to the 11th floor. In April 2016, Sharon Key (Key), the national records manager at the time, traveled from South Carolina to observe the records room, and noted plaintiff had “a severe backlog of filing needing to be attended to which was causing a lag in attorney

5 work product because documents were not [in] the files on the shelf. She [kept] loose paperwork in . . . a way [that required her] to touch the same document multiple times before” she filed it. However, as long as plaintiff was in the office, no one complained about missing documents because plaintiff could personally locate them. Plaintiff requested defendant hire someone to help her with her work on multiple occasions between when she moved to the 11th floor and when she went out on leave in October 2018. Plaintiff asked for help because she fell “behind” after moving to the 11th floor, but Barrett and the firm’s managing shareholder at the time, David Raizman (Raizman), told her to do what she could.

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Bluebook (online)
Thompson v. Ogletree, Deakins etc. CA2/5, Counsel Stack Legal Research, https://law.counselstack.com/opinion/thompson-v-ogletree-deakins-etc-ca25-calctapp-2024.