Company Description
Spencer Pruitt is a premier business consulting holding company renowned for guiding elite brands and individuals to achieve success. With a commitment to innovation and excellence, we provide tailored strategies that revolutionize businesses globally. Our mission is to empower clients to attain transformative growth while setting new standards for business consulting. By fostering collaboration and creativity, we aim to inspire sustainable success in an ever-evolving global market.
Role Description
We are seeking a CLIO Manage & Grow Implementation Expert for a full-time, temporary role. We prefer candidates in West Palm Beach, FL but are not opposed to remote. This is a short-term, high-impact project expected to last 4–6 weeks full-time (possible part-time extension). It has a very realistic chance of turning into a permanent position for the right person. The chosen professional will be responsible for guiding our staff through CLIO's legal management software. and helping us craft our use strategy. This includes conducting interntal stake holder consultations, configuring software, providing training sessions, and ensuring seamless adoption. Additional responsibilities will include troubleshooting client issues, fostering positive internal relationships, and delivering customized business growth suggestions / solutions using CLIO Manage & Grow tools.
Qualifications
- Professional experience with CLIO Manage & Grow and related software for legal practice management
- Strong knowledge in technology implementation, software configuration, and process optimization
- Excellent communication, client relations, and presentation skills
- Ability to train individuals and teams on technical systems and business growth strategies
- Detail-oriented mindset, problem-solving abilities, and proficiency in creating tailored client solutions
- Proven ability to work on-site within a collaborative team environment
- Experience in project management and understanding of legal industry workflows is a plus
- Bachelor's degree in Business Administration, Information Technology, or related field preferred
What You’ll Do
Import and clean all historical client / matters (we have exports ready)Build smart, creative custom fields, matter templates, task sets, and billing workflows (this is NOT mindless copy-paste — we need someone who thinks like a lawyer + systems designer)Set up Clio Grow intake forms, pipelines, e-signature, and automated nurture sequencesConfigure trust accounting, operating accounts, Clio Payments, and full Chart of AccountsCreate document automation templates and folder structuresTrain our team as you go and leave us with clear SOPsRequirements – Please only apply if you can say “yes” to all of these
3+ years daily, hands-on Clio Manage & Clio Grow experience inside actual law firms (not just the certification course)Multiple successful full migrations / cleanups under your belt (you will be asked for examples)Deep knowledge of trust accounting rules and three-way reconciliation in ClioStrong Excel / CSV cleanup skills and extreme attention to detailHighly creative problem-solver who designs workflows that save the firm time and moneyExcellent English and communication skills (daily Zoom updates required)Compensation
$65–$90 per hour (based on experience and speed), ORFlat project fee welcome (most of our best candidates prefer this — tell us your number)Typical total project budget range : $12,000 – $20,000Paid weekly or twice per month for longer engagementsLogistics
100% remote is perfectly fine (US, Canada, UK, Philippines, LATAM all welcome if you have proven Clio experience)Full-time preferred for fast completion, but flexible if you’re very experiencedImmediate start — as soon as this weekThis is a unique opportunity to take complete ownership of a firm’s Clio environment, make it beautiful and efficient, and potentially turn it into your long-term role.
To apply : Send a short note telling us
How many full Clio migrations / implementations you’ve ledYour hourly rate OR your flat project fee proposalEarliest start date