Paralegal, Trust and Estates
in MS Office Suite, advanced skills in Excel, Clio, and cloud-based document management systems (e.g., Box). Experience...
in MS Office Suite, advanced skills in Excel, Clio, and cloud-based document management systems (e.g., Box). Experience...
in MS Office Suite, advanced skills in Excel, Clio, estate and gift tax preparation software (e.g., GEMS), and cloud-based...
. Proficiency with NetDocs, Clio, and Microsoft Office Suite. Strong drafting and organizational skills, with meticulous attention...
tools, Zoom, Clio Grow/Manage, etc.). Willingness to treat a Friday 4:30pm call with the same care as Monday morning...
and immigration benefits. Maintain accurate client records by updating database platforms, entering progress notes in CLIO...-profit work. Experience using online case management systems (CLIO and Ceranade). Ability to maintain confidentiality...
Pro, Westlaw/LexisNexis, and Google Workspace;familiarity with CLIO Grow, CLIO Manage, and Family Law Software preferred. Key...
(CLIO), you will lead a four-person team through an exciting period of growth and drive $100 million in annual loan... through targeted outreach. Lending Process Optimization. Work with the CLIO and other staff to update loan policies...
with strong attention to detail Helpful Experience Substantial work in unlawful detainer litigation Familiarity with Clio or similar...
) Strong verbal and written communication skills Familiarity with Microsoft Office suite and Clio Strong negotiation and problem...
& EXPERIENCE Family law experience a plus, but not required Familiarity with Clio is a plus Proficient in Microsoft Office...