AI Workflow Specialist for Law Firm Using Clio

+Job summary · We are seeking a skilled billing specialist to assist our family law practice with invoicing and payment collection through Clio,++Draft Documentation,+Administrative Support,+Data Entry, · ++<-a good English speaker.+ ...

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 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'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 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 seeking an experienced professional to assist in setting up CLIO specifically for conveyancing tasks. · ...

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

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 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 seeking a Legal Operations Specialist to own and improve our Clio Manage environment. · Manage Clio day-to-day: calendaring, consultation tracking, billing settings, matter templates · Create SOPs for processes so others can follow them consistently · ...

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 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 are currently seeking a new Customer Onboarding Specialist to join our team. · We are transforming the legal experience for all by bettering the lives of legal professionals while increasing access to justice.We solve a fundamental gap in current legal automation market by mak ...

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 ...

Clio Draft is seeking an Intermediate Customer Onboarding Specialist to join our team. · ...

We are currently seeking an Intermediate Customer Account Manager to join our Customer Success team.This role has been designed to ensure maximum health for Clio customers throughout their lifecycle and may need a little additional help to maximize adoption and become a Clio prom ...

We are currently seeking an Intermediate Customer Account Manager to join our Customer Success team. · ...

This role is for someone who thrives in a rapid-growth and high-velocity environment.This person is a dedicated professional eager to grow Clio's customer base by consulting prospective clients on Clio's Suite offerings. · ...

This role is for someone who thrives in a rapid-growth and high-velocity environment. This person is a dedicated professional eager to grow Clio's customer base by consulting prospective clients on Clio's Suite offerings. · Highly organized and agile, · confident, · sensitive to ...