and case management software (e.g., Clio or similar platforms) About Company: The Law Office of Antoinette Bone, PLLC d/b...
Clio Awards and The Webby Awards. It is part of the VaynerX family of companies. Position Overview Are you chronically...
in Microsoft 365, Google Workspace. · Experience billing time using Clio or equivalent. · Reliable internet access to support...
advocacy skills Proficiency in Microsoft Office Suite, Adobe, and Clio Ability to manage matters independently...
and improve the firm’s systems and workflows, including case management and payment platforms (Clio and LawPay) • Serve... and business requirement deadlines and checklists • Tech savvy and confident learning new systems quickly (Clio and LawPay...
engagements Managing and utilizing the firm's systems (including LeadDocket, Clio, and other legal software) Manage client data...
. Operate within Clio Manage to maintain a disciplined workflow, meet deadlines, and ensure proactive client communication...
, Webfile, DocuSign or equivalent, Clio, West Doc and Form Builder. Skills Basic Skills Critical Thinking- Using logic...
. 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...
- Assist clients in titling and naming of assets Manage various databases and software programs like CLIO Uphold... of experience in estate planning paralegal work Demonstrated competence in working with multiple databases (e.g. Clio, Monday...