Clio Specialist - Remote Job White Plains New York USA,Law/Legal

Clio Specialist

Role Type: Contractor
Location: Remote

Required Skills

Clio
Legal Practice Management
Case & Matter Management
Legal Workflow Management
Client Management
Document Management
Legal Operations

Job Summary

We are engaging Clio Specialists to support a customer project focused on completing and documenting real-world workflows within Clio. You'll use your hands-on Clio experience to complete realistic legal practice management workflows and contribute high-quality interaction data that supports the development of next-generation AI systems.

Responsibilities

Complete assigned workflows and tasks within Clio using practical legal operations or practice management experience.
Navigate Clio features related to matters, clients, contacts, tasks, documents, calendars, time tracking, and billing.
Create, update, and manage matters, client information, tasks, documents, and other legal records.
Complete common legal practice management workflows based on provided instructions.
Record your screen while completing assigned workflows and clearly demonstrate the steps taken.
Create realistic prompts and detailed rubrics based on completed workflows.
Document workflow steps and clearly explain the Clio tools, features, and actions used.
Review completed tasks for accuracy and alignment with project guidelines.
Work independently while following project instructions and quality standards.

Preferred Qualifications

Strong hands-on experience using Clio in a legal, law firm, or legal operations environment.
Experience with case and matter management, client management, document management, legal tasks, time tracking, or billing.
Background in legal operations, paralegal work, legal assistance, law firm administration, or legal technology.
Prior experience with AI data annotation, labeling, RLHF, AI response evaluation, model evaluation, or similar Human Data projects is a plus.
Current access to Clio and the ability to use the platform independently.
Comfortable with screen recording and workflow documentation.
Strong attention to detail and ability to clearly explain workflows and processes.