across systems like Litify and QuickBooks, and provide financial insights to senior leadership. OUR MISSION: Saddle Rock Legal..., pivot tables, large data sets, financial modeling) ● Comfortable working with Litify, Leadspedia, QuickBooks, Power BI...
deadlines. Familiarity with case management systems (e.g., Casepeer, Clio, Litify, or similar). Ability to communicate...
, Employment Law and/or Workers’ Compensation strongly preferred;· Salesforce/Litify software background is a major...
, and lien negotiators Maintain detailed notes and case activity in the firm’s legal CRM (Litify) Experience you will need... like Litify preferred Must be highly organized, self-motivated, and able to work independently Bilingual (English/Spanish...
, evidence, and California personal injury law. Proficiency with Litify, Filevine, or other case management systems...
tasks simultaneously. Proficient with legal research platforms (LexisNexis, Westlaw, or similar). Experience with Litify...
in standard office software (e.g., Microsoft Office Suite) and legal software (e.g., Lexis Nexis, Litify, etc.). Robust...
, categorize and arrange files, and correctly store information in the Case Management System (Litify) and the Server. Proficiency... litigation phase. Accurately update and preserve case information in the Case Management System (Litify) and on the Server...
and organizational capabilities Excellent written and verbal communication skills Proficiency in Microsoft Office Suite and Litify case...
Strong interpersonal and client service skills Proficient with Microsoft Office;experience with legal software (Litify, Filevine...