Clio Workflow AI Training Specialist

OpenTrain AI, Inc.; Northern (KY); Hybrid; USD 41,000 - 138,000; Full time

Job summary

OpenTrain AI, Inc. is seeking a Clio Workflow AI Training Specialist to complete and document realistic legal practice management workflows in Clio.

This contractor role involves turning practical software expertise into high-quality interaction data for AI development, covering matters, clients, contacts, tasks, documents, calendars, time tracking, billing, prompts, rubrics, and workflow explanations. The role requires hands-on Clio experience in a legal environment, the ability to work

Qualifications

• Strong hands-on experience using Clio in a legal, law firm, or legal operations environment.
• Current access to Clio and the ability to use the platform independently.
• Experience with case or matter management, client management, document management, legal tasks, time tracking, or billing.
• Ability to explain legal technology workflows and processes clearly.
• Strong attention to detail and ability to work independently in a remote setting.
• Comfort recording and sharing your screen while demonstrating workflows.

Responsibilities

• Complete assigned legal practice management workflows in Clio using provided instructions.
• Create, update, and manage matters, client information, tasks, documents, and related records.
• Navigate Clio features for calendars, time tracking, billing, case management, and document management.
• Record your screen while completing workflows and clearly demonstrate the steps taken.
• Create realistic prompts and detailed rubrics based on completed workflows.
• Document the tools, features, and actions used in each workflow.
• Review completed tasks for accuracy and alignment with project quality standards.

Skills

Clio experience

Clio access

Case management

Client management

Document management

Time tracking

Billing

Explain workflows

Attention to detail

Remote work

Screen recording

Job description

About OpenTrain

OpenTrain is the centralized, open platform where AI training and data-labeling freelancers find work, consolidate opportunities across platforms, and build a unified AI training portfolio they control. We make specialized AI training work easier to track, apply for, and grow into a durable freelance career.

About this role

OpenTrain is recruiting a Clio Workflow AI Training Specialist to complete and document realistic legal practice management workflows in Clio. This contractor role turns practical software expertise into high-quality interaction data for AI development, with work spanning matters, clients, contacts, tasks, documents, calendars, time tracking, billing, prompts, rubrics, and workflow explanations.

What you will do

• Complete assigned legal practice management workflows in Clio using provided instructions
• Create, update, and manage matters, client information, tasks, documents, and related records
• Navigate Clio features for calendars, time tracking, billing, case management, and document management
• Record your screen while completing workflows and clearly demonstrate the steps taken
• Create realistic prompts and detailed rubrics based on completed workflows
• Document the tools, features, and actions used in each workflow
• Review completed tasks for accuracy and alignment with project quality standards

Required skills

• Strong hands-on experience using Clio in a legal, law firm, or legal operations environment
• Current access to Clio and the ability to use the platform independently
• Experience with case or matter management, client management, document management, legal tasks, time tracking, or billing
• Ability to explain legal technology workflows and processes clearly
• Strong attention to detail and ability to work independently in a remote setting
• Comfort recording and sharing your screen while demonstrating workflows

Helpful background

Experience in legal operations, legal assistance, paralegal work, law firm administration, legal technology, data annotation, RLHF, AI response evaluation, or model evaluation can help you succeed in this role.

Compensation

This role offers an advertised rate range of $30-$100 per hour.

Why work with OpenTrain

OpenTrain gives freelancers one place to manage AI training opportunities instead of rebuilding proof of work on every platform. A stronger OpenTrain profile helps you show credible experience, discover roles that match your skills, and turn AI training and data-labeling work into a long-term portfolio.