and or Insurance/TPA environment is preferred Efficiency in MS Office, Excel, and law firm billing software programs, such as Clio...
(Westlaw/LexisNexis) and case management software, such as Clio. Soft Skills: Exceptional negotiation and "people skills... a busy caseload. Experience drafting pleadings. Proficient in Legal Software (Family Law Software, Excel, Clio...
, financial services, healthcare, or insurance • Experience using CRM systems such as Clio, Smokeball, or similar platforms...
, and want to be a part of a fast-growing, stellar team. Experience with MS Office, Clio, and LawPay is a major plus as well... case management system (currently Clio) Timely saves client payment receipts to the client's electronic file Accurately...
, and follow up on retainer agreements and credit card authorization forms Process payments and open files in Clio Manage Send...
. Technical Skills Proficiency in a legal practice management or billing platform — Clio Manage strongly preferred;comparable...
with legal practice management software (e.g., Clio), Adobe, and the MS Office Suite. About Company: Why Join Wiggam Law...
, SmartAdvocate, Clio, etc.) Additional Information Equipment Requirements: Computer: Windows: Windows 10, Intel i5 (8th Gen...
. Strong command of CRM systems and Google Sheets. Clio and GoHighLevel are helpful but not required. Excellent communication...
in Clio Actual experience with going to trial and arbitration is a must Able to use AI is ideal Benefits: Competitive...