Senior Workflow Consultant at Clio

Elevate legal services as a Senior Workflow Consultant with Clio, the leader in legal AI technology. Work in Burnaby, Calgary, Toronto, or remotely across Canada to enhance workflow efficiency.

Join Clio’s Professional Services team, aiming to optimize legal workflows for clients. We seek a candidate with hands-on legal experience and proficiency in AI tools. You'll forge relationships with customers and help them achieve operational excellence through seamless integration of Clio’s software solutions.

Key Responsibilities:
• Consult with clients to enhance their current workflows
• Maintain accurate records in Salesforce
• Provide setup and configuration services for products
• Support document generation and AI feature adoption
• Offer insights to improve workflow packages based on feedback

Requirements:
• 5+ years developing workflow strategies
• 2+ years in a legal role, such as a paralegal
• Bac...