and investor reporting while reconciling data across Salesforce, Litify, and QuickBooks. By automating reporting templates..., pivot tables, large data sets, financial modeling) â— Comfortable working with Litify, Leadspedia, QuickBooks, Power BI...
in standard office software (e.g., Microsoft Office Suite) and legal software (e.g., Lexis Nexis, Litify, etc.). Robust...
and organizational capabilities Excellent written and verbal communication skills Proficiency in Microsoft Office Suite and Litify case...
deadlines. Familiarity with case management systems (e.g., Casepeer, Clio, Litify, or similar). Ability to communicate...
Experience with platforms like Litify, RingCentral, or other CRM systems preferred Tech-savvy with the ability to learn new...
with legal software and case management systems (e.g., Salesforce Litify). Technology Skills: Proficiency in Microsoft Office...
with legal software and case management systems (e.g., Salesforce Litify). Technology Skills: Proficiency in Microsoft Office...
Litify or similar case/document management systems. Spanish fluency and proficiency with Microsoft 365 strongly preferred...
Litify or similar case/document management systems. Spanish fluency and proficiency with Microsoft 365 strongly preferred...
Litify or similar case/document management systems. Spanish fluency and proficiency with Microsoft 365 strongly preferred...