, trust accounting, or law firm bookkeeping strongly preferred. Proficiency with MyCase (or Clio), LawPay, QuickBooks...
management software (e.g., Clio, Case Peer, Filevine, Smart Advocate, etc.) Experience with formatting legal briefs... with Legal Case Management Systems (e.g., Filevine, Clio, Case Peer, Smart Advocate, etc.) Excellent communication skills...
questions to determine case eligibility Provide clear information about services and next steps Enter accurate data into Clio... time tracker Preferred Law firm or legal intake experience (Family/Criminal Law a plus) Proficiency with Clio...
, and research skills. Proficiency in Microsoft Office (Word, Excel, Outlook) and legal practice management software (Clio...
management systems like Filevine, Smartadvocate, Clio, etc. Knowledge of Dropbox Highly organized, detail-oriented, and able...
(Clio preferred) Excellent organization, communication, and clerical skills Ability to manage multiple tasks and stay...
at elite levels. • CRM Mastery: Manage and optimize our CRM systems (Clio/Lawmatics) to track the lead-to-client journey...
• Immigration law firm experience is a plus • Familiarity with legal practice management or case management software such as Clio...
billing, legal collections, and Clio billing. You’ll manage the full billing cycle, maintain accurate financial records... to ensure timely corrections Generate and revise pre‑bills in Clio Invoice Preparation & Delivery Prepare and finalize...
. Qualifications Must-Have Hands-on experience with at least one of the listed tools: Relativity, Clio, DocAssemble, Ironclad...