Remote Clio Assistant

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  Case & Matter Management: Set up and maintain matters within Clio, including contacts, notes, tasks, and document organization
• Client Intake & Onboarding: Manage intake workflows, schedule consultations, send engagement agreements, and ensure all required information is collected and properly recorded
• Calendar & Scheduling: Coordinate attorney calendars, schedule meetings and deadlines, and ensure all key dates are tracked
• Client Communication: Serve as a primary point of contact for clients, providing updates and maintaining a professional, responsive experience
• Billing & Administrative Support: Assist with time tracking, invoicing, and general administrative processes
• Document & Email Management: Organize and maintain documents within internal systems; monitor inboxes, draft routine correspondence, and route communications appropriately
• Follow-Ups & Operational Support: Proactively track next steps, follow up on outstanding items, and assist with improving workflows and day-to-day operations

• At least 1 year of experience in a legal administrative or legal assistant role
• At least 1 year of experience using Clio
• Bachelor's Degree required
• Minimum 20 hours/week availability
• Ability to work independently and manage multiple cases
• Strong attention to detail and communication skills
• Proficiency with Microsoft Office and Adobe; Windows-based computer preferred
• Available and responsive within 1 hour during standard business hours (9:00 AM – 6:00 PM)

• Medical, dental, and vision coverage
• Paid sick time and employee discounts
• Quarterly performance bonuses
• Reimbursement of certain expenses
• Professional development and advancement opportunities

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