Client Engagement & Sales Specialist
services, healthcare, or estate planning CRM experience (Clio, Smokeball, or similar) A background in intake or client...
services, healthcare, or estate planning CRM experience (Clio, Smokeball, or similar) A background in intake or client...
certification or have an advanced paralegal education Talented communicator and writer CLIO experience...
Communicate effectively with clients, providing updates and answering inquiries to enhance client satisfaction Work in Clio... client satisfaction. Experience with Clio for tracking time and document management, ensuring efficient workflow...
with or willing to learn Clio, Lawmatics, DecisionVault, ClickUp, and Westlaw/Clio Draft, Chat GPT, Gemini, and Claude... tech stack — Clio, Decision Vault, Fathom, Microsoft 365, AI-assisted drafting tools — we invest in tools that make...
certification or have an advanced paralegal education Talented communicator and writer CLIO experience...
depositions, and coordinate travel, ensuring the legal team never misses a deadline. Tech Management: Utilize Clio, Lawmatics... Transparency. Tech Savvy: Advanced proficiency in Microsoft Office;hands-on experience with Clio or Lawmatics is a significant...
with or willing to learn Clio, Lawmatics, DecisionVault, ClickUp, and Westlaw/Clio Draft, Chat GPT, Gemini, and Claude... tech stack - Clio, Decision Vault, Fathom, Microsoft 365, AI-assisted drafting tools - we invest in tools that make...
QuickBooks ProAdvisors, Certified Clio Preferred Consultant specializing in helping small to medium size businesses grow...
: Experience with Clio, WealthCounsel and ElderCounsel is a plus. Highest level of Oral & Written Communication: a recent writing...
, Excellence, Integrity, Service Proficiency in Clio OR similar software. Benefits HBLF is a fast-growing, family law firm...