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…