Marketing Coordinator
and messaging across all marketing channels CRM & Tool Support Assist in managing marketing tools such as HubSpot, Clio...
and messaging across all marketing channels CRM & Tool Support Assist in managing marketing tools such as HubSpot, Clio...
of marketing systems and tools such as HubSpot, Clio, Zapier, and other platforms supporting legal and lending workflows Ensure... marketing and CRM systems such as HubSpot, Clio, and Zapier Strong technical aptitude with the ability to quickly learn...
environment Familiarity with tools such as Zapier, PandaDoc, or Clio Exposure to marketing, intake, or lead management workflows...
/HealthPort, Verisma, Sharecare Legal medical records or personal injury case exposure Familiarity with Clio, MyCase, or similar.../HealthPort, MRO, ChartSwap, Verisma, Sharecare) Case management (Clio, MyCase) EMR/EHR familiarity Task tracking (Asana...
forward on schedule. Responsibilities: Maintain and update case files in legal case management systems such as Clio..., or paralegal support Bilingual proficiency in English and Spanish Familiarity with legal case management systems (Clio, Filevine...
. Case & File Management: Organize case files in digital management systems (Clio, MyCase, PracticePanther). Ensure documents... system (Clio, MyCase, PracticePanther). Strong typing, formatting, and proofreading skills Ideal Experience & Skills...
goals Finalize contracts, process payments, and hand off clients to the legal team Enter accurate notes into Clio... and procedures Preferred Law firm or legal sales experience Proficiency with Clio Spanish bilingual Experience...
like LexisNexis or Clio is a plus. About CoreBridge Solutions CoreBridge Solutions is a remote-first outsourcing partner...
like LexisNexis or Clio is a plus. About CoreBridge Solutions CoreBridge Solutions is a remote-first outsourcing partner...