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...
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...
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...
: 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...
, Excellence, Integrity, Service Proficiency in Clio OR similar software. Benefits HBLF is a fast-growing, family law firm...
, or a related field. • Proficiency in Microsoft Office, Adobe, DocuSign, and CLIO. Preferred • Graduate degree and/or HR...
services, healthcare, or estate planning CRM experience (Clio, Smokeball, or similar) A background in intake or client...
in QuickBooks, Clio Manage, and Microsoft Office Solid understanding of GAAP Proven ability to manage teams and work in a fast...