in Clio Manage and Clio Grow Maintain accurate records in spreadsheets and internal systems Send questionnaires... learning and using multiple technology platforms (e.g., Clio, CRM systems, scheduling tools, Slack, Microsoft Office/Google...
in accounting, billing, or law firm operations. - Skills: Proficiency in accounting software (e.g., QuickBooks, Clio, Bill4Time...
/billing: Clio, Elite, Tabs3, or similar. Salesforce CRM and Salesforce-based timekeeping integrated into billing and revenue...
, TimeSolv, NetDocuments, Westlaw, LexisNexis, Clio, and ChatGPT. Learning and development support, including onsite...
, including Clio Manage and WealthCounsel, so you can confidently transition into or deepen your experience. You’ll start...
, and internal processes Utilize and help optimize case management systems (e.g., LEAP, Clio) Client Interaction Serve...
and Clio About Company: Martino Law Group, LLC is a respected, growing multi-practice firm representing clients throughout...
, and research skills. Proficiency in Microsoft Office (Word, Excel, Outlook) and legal practice management software (Clio...
management software (e.g., Clio, Filevine, Casepeer, or similar), Microsoft Office Suite (especially Excel for tracking...
to the legal team Enter accurate notes into Clio and maintain confidentiality Manage appointments, follow‑ups, and basic... Ability to follow structured scripts and procedures Preferred Law firm or legal sales experience Proficiency with Clio...