AI Workflow Specialist for Law Firm Using Clio

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

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

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 ...

Clio is the global leader in legal AI technology, empowering legal professionals and law firms of every size to work smarter, faster, and more securely. · We are transforming the legal experience for all by bettering the lives of legal professionals while increasing access to jus ...

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 ...

Clio is the global leader in legal AI technology, empowering legal professionals and law firms of every size to work smarter, faster, and more securely.  · We are transforming the legal experience for all by bettering the lives of legal professionals while increasing access to ju ...

Clio is the global leader in legal AI technology, empowering legal professionals and law firms of every size to work smarter, faster, and more securely. · We are transforming the legal experience for all by bettering the lives of legal professionals while increasing access to jus ...

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 ...

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. · ...