and improving it at the model level. You'll use observational tools like Clio to analyze real-world usage patterns and build... direction. Responsibilities: Using observational tools like Clio to analyze real-world usage patterns and surface insights...
filing and document management using Clio. Review incoming client documents and mail. Create and manage client matters... and Outlook. Experience with Clio or similar case management software preferred. Familiarity with legal billing, entity...
records using Clio or similar case management software Collaborate closely with attorneys and paralegals to ensure timely..., and Medicaid-related concepts Experience using WealthCounsel required Experience using Clio preferred Excellent attention...
Worldwide) Agency Network of the Year (Clio Awards) Network of the Year (One Show) Global Network of the Year (LIA Awards...
Worldwide) Agency Network of the Year (Clio Awards) Network of the Year (One Show) Global Network of the Year (LIA Awards...
system (CLIO). - Ability to anticipate the client's needs and the firm's needs to maintain the firm's reputation...
, and attorney edits using WealthCounsel Maintain organized case files and client records using Clio or similar case management... using WealthCounsel required Experience using Clio preferred Excellent attention to detail, organization...
with Clio and LawPay is preferred, as these tools facilitate efficient case management and client transactions. A background...
, Google Docs • Law Practice and Customer Relations Management Programs like Lawmatics, MyCase, Clio If you do not have estate...
as needed Maintain detailed records for all matters using our CRMs (Lawmatics and Clio) Qualifications: Associate’s degree..., Adobe, DropBox, Lawmatics, Clio, Simplifile, Intermedia Unite, and others as needed About Company: The Heritage Law...