Clio Specialist

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.
• Complete common legal practice workflows according to provided instructions.
• Create, update, and manage matters, client information, tasks, documents, and other records within Clio.
• Record the 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.
• Follow project instructions and quality standards while working independently in a remote environment.

Skills

Requirements

• Strong hands-on experience using Clio in a legal, law firm, or legal operations environment.
• Current access to Clio and ability to use the platform independently.
• Ability to record and share the screen while completing Clio workflows.
• Experience with case or matter management, client management, document management, legal tasks, time tracking, or billing.
• Background in legal operations, legal assistance, paralegal work, law firm administration, or legal technology is preferred.
• Strong attention to detail and ability to clearly explain workflows and processes.
• Prior experience with human data, such as data annotation, labeling, RLHF, AI response evaluation, or model evaluation, is preferred.

Benefits

• Remote contractor opportunity.
• Compensation of $30–$100 per hour.
• Opportunity to apply practical legal practice management expertise to next-generation AI training.
• Opportunity to work with real-world legal workflow and practice management tasks.
• AI or human-data experience is preferred but not required.