Clio Senior Workflow Consultant Role

Become a part of Clio’s mission as a Senior Workflow Consultant, driving efficiency in legal operations from Burnaby, Calgary, Toronto, or remotely. Find powerful ways to enhance client workflows with a focus on AI.
We are seeking an individual with legal experience to join our Professional Services team. Your role will involve understanding client workflows and offering actionable improvements using Clio's software suite. Strong communication and strategic skills will be essential as you'll serve as a trusted advisor throughout implementation.
Key Responsibilities:
• Establish close relationships with clients during implementations
• Advocate for workflow enhancements in legal practices
• Ensure software configurations align with client needs
• Guide clients in adopting AI-driven solutions
• Record customer interactions for performance evaluation
Requirements:
• 5+ years of workflow strategy development
• Legal experience including paralegal roles
• Ba...