Role Title: Clio Specialist
Role Type: Contractor
Location: Remote
micro1 is engaging Clio Specialists to support a customer project focused on completing and documenting real-world workflows within Clio. In this role, 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.
Scope of Work
- Complete assigned workflows and tasks within Clio using your 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 based on provided instructions.
- Create, update, and manage matters, client information, tasks, documents, and other records within Clio.
- 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.
- Follow project instructions and quality standards while working independently in a remote environment.
Preferred Qualifications
- Strong hands-on experience using Clio in a legal, law firm, or legal operations environment.
