Clio Specialist Remote

Role Type: Contractor
Location: Remote

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

We are engaging Clio Specialists to support a customer project focused on completing and documenting real-world workflows within Clio. Youll 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.

• 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.

• 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.