Clio Specialist

Role Title: Clio Specialist

Role Type: Contractor

Location: Remote

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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.
• Prior Human Data experience, such as data annotation, labeling, RLHF, AI response evaluation, model evaluation, or similar work.
• Current access to Clio and ability to use the platform independently.
• Comfortable recording and sharing your screen while completing Clio workflows.
• Experience with case/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.

Originally posted on

Himalayas