Legal Intake Specialist
, and follow up on retainer agreements and credit card authorization forms Process payments and open files in Clio Manage Send...
, and follow up on retainer agreements and credit card authorization forms Process payments and open files in Clio Manage Send...
(Westlaw/LexisNexis) and case management software, such as Clio. Soft Skills: Exceptional negotiation and "people skills... a busy caseload. Experience drafting pleadings. Proficient in Legal Software (Family Law Software, Excel, Clio...
, and want to be a part of a fast-growing, stellar team. Experience with MS Office, Clio, and LawPay is a major plus as well... case management system (currently Clio) Timely saves client payment receipts to the client's electronic file Accurately...
. Technical Skills Proficiency in a legal practice management or billing platform — Clio Manage strongly preferred;comparable...
, financial services, healthcare, or insurance • Experience using CRM systems such as Clio, Smokeball, or similar platforms...
State Court rules. 6. Manage case files using case management software such as TimeMatters, CLIO, and ProLaw. 7..., CLIO, and ProLaw. 3. Experience with eDiscovery software such as Exterro, Everlaw, Ipro, and Relativity. 4. Extensive...
right candidate: Clio Manage experience a strong plus, but not required. Is detail-oriented, organized, and able...
like Dell, ServPro, HardRock, Tripadvisor, Clio, and Thumbtack rely on Maven, with independently verified results — customers report...
) • Maintain client files (Clio or similar system) • Handle mail, deliveries, and office coordination • Order supplies and maintain... • Proficient in Microsoft Office;experience with Clio legal software system a plus About Company: Why Join Us? For 35+ years...
processes and client service.Utilize technology, including Clio and AI tools, to improve efficiency.More About the ClientFor...