Clio Specialist

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. • 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