with firm support Experience with Clio, Lawmatics, or WealthDocx is helpful but not required, training will be provided...
firm, ensuring effective workflow, utilization of technology (e.g., Lawmatics, Clio Manage, WealthCounsel...
tools such as Clio, Family Law Software, Zoom, VoIP phones, and timekeeping platforms • Maintain organized, accessible case...
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...
Form Builder (or similar document-building software). • Experience with Clio Manage (or similar case management software...
management required Proficiency with Microsoft Office, QuickBooks, and Clio Experience with bookkeeping, billing, payroll, HR...
. Familiarity with legal trust accounting rules is a plus. Proficiency in accounting/billing software (QuickBooks, Clio, LEAP...
in Clio, and coordinate thank-you notes for referring COIs. Matter Setup and Workflow: Create and maintain records... and pending matters in Clio, send Master Services Agreements prior to meetings, follow up on next steps, and coordinate handoffs...
accounting, ideally in a law firm or professional services. Strong knowledge of GAAP, financial software (e.g., QuickBooks, Clio...
firms before (e.g., at Clio, MyCase, Thomson Reuters, LexisNexis). You understand the "billable hour" mindset and know...