Clio Senior Workflow Consultant Position

Elevate legal workflows with Clio as a Senior Workflow Consultant, working remotely or in major Canadian cities. This role focuses on consulting and integration to enhance clients’ use of legal software solutions.
Ideal candidates will have at least five years of experience in workflow design and two years of legal experience. You will serve as a trusted advisor, assist with account setups, and drive the adoption of AI features to improve client processes. Collaborative work with cross-functional teams will be essential to co-create innovative workflows that tackle client challenges effectively.
Key Responsibilities:
• Position workflow packages to potential clients
• Maintain up-to-date sales records and metrics
• Collaborate with clients to identify and fix pain points
• Perform detailed account setups aligned with best practices
• Promote AI-powered features and document workflows
Requirements:
• 5+ years in workflow development
• 2+ years of paralegal ...