Clio Experienced Estate Planning Assistant

I run a boutique estate-planning practice and keep every matter inside Clio Manage and Clio Grow. To stay ahead of new client files I’m bringing in a legal assistant who is already fluent with the platform and comfortable working end-to-end on estate-planning matters.

Your core focus will be:
• Document drafting and review – polish wills, trusts, powers of attorney and other instruments using my templates, mail-merge tools and Clio’s document automation, then track every version change.
• Client communication – handle emails and scheduling, collect intake details, and note each touchpoint in Clio so the timeline is always complete.
• Case management – open/close matters, maintain task lists, track deadlines, upload correspondence and keep the digital file perfectly organized.

Most assignments revolve around proactive estate-planning engagements, though an occasional probate or tax-oriented task may appear. Mastery of Clio is essential.

Deliverables I’ll review weekly:
1. Clean, signature-ready document sets.
2. Timely, courteous client updates fully logged in Clio.
3. Up-to-date matters with no overdue tasks.

The work is fully remote and largely asynchronous, but I ask for same-business-day responses to short requests and clear ETAs on larger projects. When you reply, please outline comparable Clio-based estate-planning support you’ve provided or Clio training you have had and note your current availability. I’ll review proposals within 24 hours and schedule a brief Zoom before assigning a paid trial task.