Familiarity with case management software such as Clio preferred but not required. Legal Knowledge Ability to adapt to different...
experience is a plus). - Technical Skills: Familiarity with case management software such as Clio (preferred...
questions. · Maintain and organize case files using Clio or similar case management software in a remote setting. · Coordinate... with specific expertise in bankruptcy law (Chapter 7 and Chapter 13). · Proficiency in using Clio case management software...
required for case analysis Maintain case accuracy in Clio and internal spreadsheets Attend daily meetings and update Phase 4 tasks... software tools such as Clio, Docketwise, RingCentral, Google Suite. A dependable laptop or desktop (8GB RAM minimum, Core i5...
, and maintain strong relationships. - Document all client interactions in Clio. - Team Collaboration Work directly with the pre...
- Proficiency in Microsoft Office Suite and legal software (e.g., Clio, MyCase, or similar) - Ability to manage calendars...
to handle sensitive client situations professionally. Preferred Qualifications: - Familiarity with platforms like Clio...
and driving team performance. - Proficiency with CRM systems (e.g., HubSpot, Clio Grow, Lawmatics). - Strong understanding...
software such as Clio (preferred but not required). - Legal Knowledge: Ability to adapt to different filing processes...
agreements and credit card authorization forms - Process payments and open files in Clio Manage - Send welcome letters...