Legal Case Manager
software (e.g., Clio, MyCase, or similar) <...
software (e.g., Clio, MyCase, or similar) <...
, and follow-ups • Perform data entry and manage documents within Clio Grow • Track, update, and manage the lead pipeline through... platforms, CRM, MS Office/Google Workspace, e-signature, etc.). Ability to learn and master Clio Grow quickly. • Ability...
email campaigns and follow-up with mailchimp or Clio Grow. Track all lead-to-prospect-to-client conversion metrics. Track.... Here are some experiences you must have: Experience with CRMs (HubSpot or Clio Grow is a plus) Experience with most social media...
communication, attention to detail, and proficiency in legal software (e.g., WealthCounsel, Clio, Academy, or similar) Soft Skills...
, and research skills. Proficiency in Microsoft Office (Word, Excel, Outlook) and legal practice management software (Clio...
. Familiarity with legal trust accounting rules is a plus. Proficiency in accounting/billing software (QuickBooks, Clio, LEAP...
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...
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...
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...
de gestión de casos jurídicos (por ejemplo, Clio) Se prefiere la experiencia previa en un entorno jurídico Mentalidad...