., Clio, TimeSolv). Legal Knowledge: Familiarity with IOLTA (Interest on Lawyers Trust Accounts) regulations. Detail...
proficient in Excel and financial reporting tools Familiarity with law firm management software (e.g., Clio, Time Matters...
communication and organizational abilities Experience with Clio, Microsoft Office, Google Workspace, or similar legal technology...
(e.g., MyCase, Clio, or similar). Knowledge of North Carolina family law procedures and e-filing systems preferred...
, estate administration procedures, and UCC provisions Proficiency with legal case management software (e.g., Clio, LexisNexis...
entered into Clio. REQUIREMENTS Detail-oriented and professional Excellent interpersonal and customer service skills...
billing in compliance with client guidelines Utilize Clio and related applications for case and time management Communicate...
with legal case management software (e.g., Filevine, Clio, or similar) Excellent organizational skills with the ability...
ability to work independently. Strong computer skills and proficiency with Microsoft Office. Experience with Clio...
, and follow up • Perform data entry and manage documents within Clio Grow • Track, update, and manage the lead pipeline through... (video platforms, CRM, MS Office/Google Workspace, e-signature, etc.). Ability to learn and master Clio Grow quickly...