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.