with legal CRMs and document management tools (Clio) • Strong communicator — on the phone, in writing, and in person • Able...
Clio Awards and The Webby Awards. It is part of the VaynerX family of companies. Overall Purpose Strategy...
in MS Office Suite, advanced skills in Excel, Clio, estate and gift tax preparation software (e.g., GEMS), and cloud-based...
., QuickBooks, NetSuite, PracticePanther, Litify, Clio, or equivalents). Excellent communication skills with the ability to work...
products, and Clio. Experience / Education Requirements: Associate or technical degree in business, law, accounting...
in MS Office Suite, advanced skills in Excel, Clio, and cloud-based document management systems (e.g., Box). Experience...
tools, Zoom, Clio Grow/Manage, etc.). Willingness to treat a Friday 4:30pm call with the same care as Monday morning...
. Proficiency with NetDocs, Clio, and Microsoft Office Suite. Strong drafting and organizational skills, with meticulous attention...
Pro, Westlaw/LexisNexis, and Google Workspace;familiarity with CLIO Grow, CLIO Manage, and Family Law Software preferred. Key...
(CLIO), you will lead a four-person team through an exciting period of growth and drive $100 million in annual loan... through targeted outreach. Lending Process Optimization. Work with the CLIO and other staff to update loan policies...