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...
, 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...
with precision Communicate with clients to collect information and provide updates Use legal technology tools (Clio preferred...
knowledge of drafting and client management software, i.e., TxDoc, Clio and or similar software. Proficient with MS Office...
of experience. Preferred experience with Clio Manage. Strong organizational, communication, and research skills. Job Type Full...
software (e.g., Docketwise, Clio) Detail-oriented with strong discretion in handling sensitive information Bilingual (Spanish...
tools such as Clio, Family Law Software, Zoom, VoIP phones, and timekeeping platforms • Maintain organized, accessible case...
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...
software (e.g., Docketwise, Clio) Detail-oriented with strong discretion in handling sensitive information Bilingual (Spanish...