Remote Clio Assistant

Equivity•Raleigh, NC

4d•Remote

About The Position

We are receiving applications from any U.S. location. Clio Legal Assistant 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. What You Might Do 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 About You 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) Why You'll Love Working Here At Equivity, you are part of a dedicated, internally managed team of legal professionals — not a temporary placement. We provide ongoing work with established attorneys while maintaining the flexibility of remote work, supported by an experienced operations team that values quality and long-term relationships. Medical, dental, and vision coverage Paid sick time and employee discounts Quarterly performance bonuses Reimbursement of certain expenses Professional development and advancement opportunities Equivity provides virtual paralegal, administrative, and legal staffing services to attorneys nationwide. You can apply through this job board or by sending your updated CV to [email protected] To learn more, visit www.equivityva.com . Equivity is an Equal Opportunity Employer. All done! Your application has been successfully submitted! Other jobs You've already applied for this job We appreciate your interest in this position. Unfortunately, you have already applied for this job.

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

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