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
Time-zone restrictions (UTC offsets): -11, -10, -9.5, -9, -8, -7, -6, -5, -4, -3.5, -3, -2, -1, 0, 1, 2, 3, 3.5, 4, 4.5, 5, 5.5, 5.75, 6, 6.5, 7, 8, 8.75, 9, 9.5, 10, 10.5, 11, 12, 12.75, 13, 14