Clio Specialist - Remote
YO AI Labs
Remote, United States
Posted
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.
Originally posted on Himalayas