Remote Clio Assistant

Equivity, Inc.•Raleigh, NC

5d•Remote

About The Position

Equivity is seeking a reliable, detail-oriented Legal Assistant with strong Clio experience to support attorneys and paralegals with administrative, client-facing, and operational tasks. This role is ideal for someone who enjoys managing workflows, maintaining organized systems, and serving as the central point of coordination within a legal practice.

Requirements

At least 1 year of experience in a legal administrative or legal assistant role
At least 1 year of experience using Clio
Bachelor's Degree required
Minimum 20 hours/week availability
Ability to work independently and manage multiple cases
Strong attention to detail and communication skills
Proficiency with Microsoft Office and Adobe; Windows-based computer preferred
Available and responsive within 1 hour during standard business hours (9:00 AM – 6:00 PM)

Responsibilities

Case & Matter Management: Set up and maintain matters within Clio, including contacts, notes, tasks, and document organization
Client Intake & Onboarding: Manage intake workflows, schedule consultations, send engagement agreements, and ensure all required information is collected and properly recorded
Calendar & Scheduling: Coordinate attorney calendars, schedule meetings and deadlines, and ensure all key dates are tracked
Client Communication: Serve as a primary point of contact for clients, providing updates and maintaining a professional, responsive experience
Billing & Administrative Support: Assist with time tracking, invoicing, and general administrative processes
Document & Email Management: Organize and maintain documents within internal systems; monitor inboxes, draft routine correspondence, and route communications appropriately
Follow-Ups & Operational Support: Proactively track next steps, follow up on outstanding items, and assist with improving workflows and day-to-day operations