. Operate within Clio Manage to maintain a disciplined workflow, meet deadlines, and ensure proactive client communication...
engagements Managing and utilizing the firm's systems (including LeadDocket, Clio, and other legal software) Manage client data...
asked. Our firm runs primarily on Apple products, and experience with any of the following is a plus: Lawmatics CRM, Clio...
and manage court and USPTO documents directly when required Collaborate within Clio, SharePoint, Teams, Outlook, and Word...
and send engagement agreements Track prospects and opportunities in Excel and Clio Follow up consistently with warm and past... Familiarity with trademarks, copyrights, patents, or business law Experience with LawRuler, Clio, or similar CRM/case management...
, Webfile, DocuSign or equivalent, Clio, West Doc and Form Builder. Skills Basic Skills Critical Thinking- Using logic...
and accounting software (e.g., QuickBooks, Clio, or other financial management tools). Experience with payroll processing...
(e.g., Clio, ProLaw). Excellent written and verbal communication skills. Strong organizational and multitasking abilities...
(e.g., Clio, ProLaw). Excellent written and verbal communication skills. Strong organizational and multitasking abilities...
. Administrative • Contemporaneously enter time into the Case Management System (Clio). • Participate in Daily Team Huddles... of Clio, GoTo meeting, Zoom, Adobe Acrobat, and Google platforms • Ability to organize and prioritize multiple projects...