Live opening · Posted 4 days ago
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Clio Specialist
Position: Clio Specialist
Type: Contractor
Compensation: $30–$100/hour
Location: Remote
About the Opportunity
micro1 is engaging experienced Clio Specialists to support a customer project focused on completing and documenting realistic legal practice management workflows within Clio.
Selected contributors will use their hands-on experience with Clio, legal practice management, case and matter management, client management, document workflows, time tracking, and billing to complete practical tasks and generate high-quality interaction data that supports the development and evaluation of next-generation AI systems.
The role focuses on practical platform expertise and real-world legal operations workflows. Contributors will complete assigned tasks, document their processes, develop evaluation materials, and provide accurate feedback based on actual Clio functionality.
Responsibilities
Complete assigned workflows and tasks within Clio using 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 management workflows according to provided instructions.
Create, update, and manage:
Matters
Client information
Contacts
Tasks
Documents
Calendar activities
Time records
Billing information
Record your screen while completing assigned workflows and clearly demonstrate the steps taken.
Create realistic prompts and detailed evaluation rubrics based on completed workflows.
Document workflow steps and clearly explain the Clio tools, features, and actions used.
Review completed tasks for accuracy, completeness, and alignment with project guidelines.
Follow established project instructions and quality standards while working independently.
Provide clear workflow documentation that can support AI training and evaluation.
Required Qualifications
Strong hands-on experience using Clio in a legal, law firm, legal operations, or related environment.
Practical understanding of legal practice management and case/matter workflows.
Experience working with client information, matters, documents, tasks, calendars, time tracking, or billing within a legal practice environment.
Ability to independently navigate Clio and complete realistic legal practice management workflows.
Current access to Clio and ability to use the platform independently.
Comfortable recording and sharing your screen while completing assigned workflows.
Strong attention to detail and ability to follow detailed workflow instructions.
Ability to clearly document and explain legal operations workflows and platform actions.
Strong written communication skills and ability to provide structured documentation.
Preferred Qualifications
Professional experience using Clio within a law firm or legal services environment.
Background in:
Legal operations
Legal assistance
Paralegal work
Law firm administration
Legal technology
Experience with case and matter management, client management, document management, legal task management, time tracking, or billing.
Previous experience with human data projects, including data annotation, data labeling, RLHF, AI response evaluation, or model evaluation.
Familiarity with other legal practice management or legal technology platforms.
Experience creating prompts, rubrics, workflow documentation, or evaluation criteria.
Strong ability to explain legal technology workflows clearly and accurately.
Key Areas of Expertise
Clio
Legal Practice Management
Case Management
Matter Management
Client Management
Contact Management
Legal Workflow Management
Document Management
Legal Task Management
Calendar Management
Time Tracking
Legal Billing
Law Firm Administration
Legal Operations
Legal Technology
Workflow Documentation
Prompt Development
Evaluation Rubrics
AI Training & Evaluation
Data Annotation
Quality Assurance
Compensation & Engagement
Compensation: $30–$100/hour
Engagement Type: Contractor
Work Arrangement: Fully remote
Project Focus: Clio workflow execution, legal practice management documentation, and AI training data development
Platform: Clio
Work Requirements: Screen recording and workflow documentation are required for assigned tasks
Openings: Approximately 40 positions
Work Style: Independent, project-based workflow completion
Application Process
Submit your application with your resume and relevant Clio, legal operations, or practice management experience.
Demonstrate hands-on experience using Clio in a legal or law firm environment.
Confirm current access to Clio and the ability to independently complete assigned workflows.
Complete any required Clio, legal technology, or workflow assessment.
Demonstrate your ability to document legal practice management workflows and create clear evaluation materials.
Complete onboarding and project-specific instructions if selected.
Begin completing and documenting Clio workflows for AI training and evaluation.
Work arrangement
Yes
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