Clio Legal Virtual Assistant (Setup + Ongoing Support)

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: TYPE OF WORK

Part Time

: SALARY

$6–$8/hour

: HOURS PER WEEK

20

: DATE UPDATED

Mar 28, 2026

JOB OVERVIEW

Reports to: Attorney / Business Owner
Schedule: Flexible, but must overlap at least 3–5 hours with U.S. business hours
Work Environment: Quiet, professional home office only (no cafés, no background noise)

About the Role

I am an attorney running a growing practice and I am overwhelmed with backend systems and administrative work.

I need someone who can help me set up, organize, and run my system inside Clio and keep things moving daily.

This is NOT a basic VA role.

You will:

Help bring structure to my practice
Set up and organize my system
Take ownership of day-to-day backend tasks

Your job is simple:
???? Get me organized and keep my cases, clients, and tasks moving smoothly

Core Responsibilities
System + Setup (First 30–60 Days)
Organize and clean up Clio (contacts, matters, files)
Set up basic workflows (intake, case tracking, follow-ups)
Create structure for tasks, notes, and case management
Ongoing Support

Daily:

Manage client intake and follow-ups
Update cases and notes in Clio
Track tasks and deadlines
Assist with scheduling and calendar

Weekly:

Ensure all cases are organized and up to date
Help track billable work and basic billing support
Identify gaps and help improve organization
Must-Haves
Experience using Clio (or similar legal software)
Strong organization and attention to detail
Excellent written English (client communication matters)
Reliable and consistent
Able to take initiative (not wait for step-by-step instructions)
Quiet, professional work environment
Nice to Have (NOT required but preferred)
Legal assistant or paralegal experience
Experience setting up workflows or systems
Experience with client intake processes
Compensation and Schedule
Rate: $6–$8/hour (based on experience)
Hours: 10–20 hours/week to start
Potential to grow with performance
What Success Looks Like
After 30 Days:
Clio is organized and usable
Clients and matters are properly entered
Basic workflows are in place
After 60–90 Days:
You are managing intake and backend tasks independently
Cases are consistently updated
The attorney feels less overwhelmed and more in control
Sample Daily Flow
Review new client inquiries
Enter/update information in Clio
Follow up with clients
Update tasks and case notes
Assist with scheduling or reminders
How to Apply
Step 1: Record a 2–3 minute video

Tell me:

Your name and location
Your experience with Clio or legal systems
Why you are a good fit for this role
One system or process you helped organize
Step 2: Answer these questions
Have you used Clio before? If yes, what did you do in it daily?
Have you ever helped organize or set up a system for someone? Explain.
What legal or administrative experience do you have?
What tools have you used before?
What hours are you available?
Step 3: Practical Task

A new client contacts the firm.

Explain step-by-step:

How you would enter them into Clio
How you would organize their case
What follow-up actions you would take
Step 4: Submit

Send:

Video link
Answers
Task response
Resume

Applications that do not follow instructions will not be considered.

What I Will Be Looking For
Clear communication
Real experience (not guessing)
Ability to think through systems
Attention to detail
Someone who actually wants to grow in this role

SKILL REQUIREMENT

Legal Services Data Entry Administrative Support

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Clio Legal Virtual Assistant (Setup + Ongoing Support)

Please login or register as jobseeker to apply for this job.

TYPE OF WORK

SALARY

HOURS PER WEEK

DATE UPDATED

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