with Docuware is helpful, but not requiredExperience with Clio billing system is helpful, but not requiredExcellent organizational...
in Microsoft Office, including Word and Excel, is essential, along with being technically savvy Experience with Clio Manage...
: picking up mail from our downtown San Diego office, logging scanned mail, filing it to the correct Clio matter and folder... Clio tasks current, running a morning check of what's due, and leaving an end-of-day handoff note so nothing falls through...
Office, Clio, and LawPay is a major plus as well! The goal of our billing process from a client perspective is to make sure..., ensuring they are replenished to meet ongoing service needs. Utilize MS Office, Clio, and LawPay to streamline billing...
practice management/accounting software such as Clio, CosmoLex, or similar is a plus) Excellent judgment, discretion, and the...
and ability to manage a high-volume caseload Proficiency with legal practice management software (Clio experience...
of Court, and CCP Experience with case management systems and CRM platforms (Clio experience is a plus) Proven ability to track...
supervision.• Familiarity with Clio or another legal case management, CRM, or intake platform.• Experience in estate planning...
) Strong verbal and written communication skills Familiarity with Microsoft Office suite and Clio Strong negotiation...
such as Clio or LawPay. Experience with DocuSign, Zoho, Asana, Google Workspace, Microsoft 365, or similar platforms...