Legal Operations Specialist — Clio Manage

We are seeking an experienced contractor to help diagnose and resolve issues with a Meta (Facebook) App Review submission. This is not a greenfield build. The app and integration already exist. · The app has been rejected during App Review due to issues with screencast not demons ...

+Job summary · Clio Manager for Boutique Law Firm · +ResponsibilitiesAdding new clients / lawyers on to ClioCreating invoices at the end of each monthCoordinating review of draft invoices by lawyers / paralegalsIssuing client invoices ...

We are seeking a skilled freelancer to assist with customizing Clio Manage software to align with our specific workflow needs. Data Entry · Administrative Support · ...

We are seeking an experienced law firm billing and bookkeeping clerk for our law firm. · Seeking someone who is experienced with Clio Manage and understands how to open new matters and create draft invoices for lawyer to review and approve. Must be organized and able to use techn ...

The Clio Grow & Manage Systems Specialist is responsible for designing, configuring, and maintaining workflows, automations, and operational processes in Clio Grow and Clio Manage to support efficient, consistent law firm operations. · ...

We're looking for a Clio Grow / Clio Manage Consultant to support client engagements by configuring systems, designing workflows and building automation that eliminates manual work and friction inside law firms. · ...

We are seeking an experienced workflow specialist to design and implement workflows that seamlessly integrate with Clio (both Clio Grow and Clio Manage), ideally utilizing AI to automate as much as possible. · Automations should include intake client communication sending/receivi ...

We are seeking an experienced Legal Billing & Clio Operations Specialist to support our law firm on an ongoing basis. · ...

We are seeking an experienced Clio workflow automation specialist to design and implement automation workflows integrating Clio Grow + Clio Manage. · Design and implement automation workflows integrating Clio Grow + Clio ManageTake matters from inception to closing in a seamless ...

We are looking for a full-time developer to build and maintain operational automations and reporting across various platforms. · Experience with Clio Grow and/or Clio Manage (or strong proof of similar legal/CRM platform API work) · Strong API + automation experience (auth, pagin ...

We are looking for an experienced backend developer to build a custom API integration between Clio Manage (Legal CRM) and Keap (Marketing/Sales CRM). · Synch payment and billing data from Clio back into Keap to track marketing ROI and lead source performance. · ...

We are an Immigration and Personal Injury Law Firm seeking an experienced AI Automation & Workflow Specialist to help us create a workflow between two applications using Zapier. · Create new Clio notes from new RingCentral call recordings · Upload new RingCentral call recordings ...

We are looking for a Part-Time Administrative Assistant to support daily administrative and operational tasks and assist with maintaining and organizing workflows, · Provide administrative support to the Operations Coordinator · Assist with updating tasks, stages, and templates i ...

We have the platforms (Zapier and Power Automate) but need an expert to build and maintain two critical workflows, · Automated Contact Sync: Whenever a new Person or Company contact is created in Clio, it must automatically be added to a shared or specific user's M365/Outlook Con ...

We are seeking an experienced professional to set up Clio Grow and Clio Manage for our law firm. · ...

The Legal Assistant will need to have the skills and experience to: · -monitor incoming business emails and legal documents (incoming and outgoing). · -file them in the law firm's CLIO system. · -task the paralegal and lawyer in the CLIO system. · -coordinate zoom hearings and m ...

We are currently seeking a new Customer Onboarding Specialist, Clio Work, to join our team in our Burnaby, Calgary or Toronto offices. · Become a Clio Work expert by mastering the art of utilizing AI workflows to conduct research, analyze documents, organize information and under ...

We are looking for an expert API integration developer to build a Clio-first deadline tracking + reminder automation system for divorce coaches. · ...

We are a growing legal services company operating across the United States. We use modern cloud-based tools to manage client communications and internal operations. · Administer and support Bitrix24 (CRM setup, workflows, automations, user management) · Manage RingCentral telepho ...

+We are seeking an experienced professional to aid in the setup of Clio Complete. The ideal candidate will be responsible for configuring the software to streamline our practice management, billing, and client communication. · +Configure Clio Complete (Manage + Grow) · Integrate ...