and or Google Suite applications. Proficiency on Clio and TxDoc OR similar software. Demonstrate proficiency to focus...
in California 1 - 7 years of family law experience CFLS or eligibility, a plus. Proficient with Clio Ability to work in a team...
Pro, Westlaw/LexisNexis, and Google Workspace;familiarity with CLIO Grow, CLIO Manage, and Family Law Software preferred...
Pro, Westlaw/LexisNexis, and Google Workspace;familiarity with CLIO Grow, CLIO Manage, and Family Law Software preferred...
Pro, Westlaw/LexisNexis, and Google Workspace;familiarity with CLIO Grow, CLIO Manage, and Family Law Software preferred...
, letters), and texting, using platforms like Clio, client portals, and secure messaging tools. Account Oversight... information and case milestones across various platforms, including Clio, Google Sheets, and internal systems. Ensure accurate...
Management & Compliance Maintain and oversee e-filing accounts and subscription-based platforms (e.g., FamilySoft, Westlaw, Clio... management software (e.g., Clio, NetDocs, FamilySoft, or comparable platforms). High level knowledge and experience working...
in Clio, and coordinate thank-you notes for referring COIs. Matter Setup and Workflow: Create and maintain records... and pending matters in Clio, send Master Services Agreements prior to meetings, follow up on next steps, and coordinate handoffs...
firms before (e.g., at Clio, MyCase, Thomson Reuters, LexisNexis). You understand the "billable hour" mindset and know...
. Familiarity with legal trust accounting rules is a plus. Proficiency in accounting/billing software (QuickBooks, Clio, LEAP...