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 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 ...

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

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 seeking a skilled professional to set up and configure Clio Grow, Clio Manage and Clio Draft for our virtual consumer bankruptcy law firm. Candidate must be an expert using Clio software · Contract duration of less than 1 month. · Mandatory skills: Network Security, Networ ...

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

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 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 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 ...

I need a Clio Grow to set up my intake form for a new Clio account: · Here are the 6 forms that I need: · 1. Initial phone intake for my virtual assistant · 2. Secondary intake form we will send to prospects to fill out · The next four forms are case development forms. I will sen ...

Overview · I am launching a lead nurture service specifically for law firms. I need a high-level technical consultant for a 2-hour deep dive into integrating GoHighLevel with Clio and architecting automated lead nurture systems that actually scale. · What I Need · A 2-hour video ...

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

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

We're building a modern law firm case management system and client portal to replace scattered tools and streamline operations across intake, communications, documents, tasks, billing, and reporting. This platform will deeply integrate with the GoHighLevel (GHL) API from day one, ...