Workflow Consultant

Clio is the global leader in legal AI technology, empowering legal professionals and law firms of every size to work smarter, faster, and more securely. 

We are transforming the legal experience for all by bettering the lives of legal professionals while increasing access to justice.

We are currently seeking a Workflow Consultant to join our Professional Services team in Burnaby, Calgary, or Toronto.

We are looking for a dynamic and skilled Workflow Consultant with hands-on legal experience to join our team. Someone who brings not only exceptional technical expertise but also a passion for delivering outstanding customer experiences. As our ideal candidate, you thrive in customer interactions and helping customers achieve their goals. You also have experience working in a law firm or legal department on substantive legal matters, and have exposure to using AI tools to support legal work. In this role, you will be responsible for providing comprehensive workflow consulting services to our customers, ensuring seamless integration and utilization across our portfolio of software solutions. You will play a critical role in optimizing customer workflows, increasing efficiency, driving adoption, and enhancing customer satisfaction. This position requires a strong strategic mindset, exceptional communication skills, a deep understanding of the needs of legal professionals, and practical experience performing legal work in a legal environment, including using AI tools to improve productivity and quality. 

Our Customer Success team is hyperfocused on providing an exceptional customer experience. We are a dedicated team who enjoy what we do and are serious about making a positive impact on our customers’ businesses. Our team members are smart, engaged, resourceful and driven. They live into our values by thriving as a team, approaching situations with optimism and a solutions-oriented, human-centered mindset to help each other and help our customers win. 

• Talk to potential professional services customers to position the value of workflow packages and assist with closing opportunities.

• Maintain accurate and up-to-date records of sales activities and customer interactions in Salesforce and other systems.

• Become an expert on Clio’s suite of products and the value opportunities it offers to help streamline legal workflows.

• Collaborate with customers to assess their current workflows, identify pain points, and recommend workflow enhancements using Clio's legal software suite.

• Conduct comprehensive account setup and configuration services, ensuring the software aligns with customer workflows, business processes and best practices.

• Assist customers in setting up efficient document generation workflows using a portfolio of Clio’s suite of products.

• Leverage prior legal experience to improve workflows related to substantive legal tasks (e.g., legal drafting, legal research, legal strategy, etc.).

• Support customers in adopting AI-powered features for legal work while reinforcing best practices and responsible use.

• Develop and maintain strong relationships with customers, acting as a trusted advisor throughout their implementation and adoption journey while maintaining high-standards of professionalism and customer service in all interactions.

• Continuously evaluate and recommend improvements to workflow packages based on customer needs/feedback and sales performance.

• Share insights and customer feedback to become an advocate for customers with internal stakeholders and contribute to product enhancements and improvements.

• Bachelor's degree in a relevant field or equivalent practical experience.

• Proven ability to configure and customize software solutions, translating complex workflows into simple, customer-aligned strategies.

• Strong strategic thinking, analytical, and communication skills, with a track record of identifying customer needs and influencing outcomes through clear presentation and negotiation.

• A keen interest in improving your craft by using AI with hands-on experience for drafting, research, summarization, or workflow support.

• Genuine empathy, strong interpersonal skills and ability to make customers feel appreciated and valued.

• Proactive and self-motivated mindset, constantly thinking outside the box to employ creative solutions where appropriate.

• Ability to work independently and manage multiple priorities in a fast-paced environment while exercising good independent professional judgment.

• 1+ years of legal experience and/or training at a paralegal or higher level.

• Experience helping implement new tools or process changes within a law firm.

• Ability to design and build automation processes using Excel/Google Sheets, Slack workflows, or scripting languages (e.g., SQL).

• A strong understanding of cloud-based legal technologies together with a demonstrated understanding of the legal industry and the needs of legal professionals.

#LI-Hybrid

What you will find here:

Compensation is one of the main components of Clio’s Total Rewards Program. We have developed a series of programs and processes to ensure we are creating fair and competitive pay practices that form the foundation of our human and high-performing culture.
 

Some highlights of our Total Rewards program include:

• Competitive, equitable salary with top-tier health benefits, dental, and vision insurance 

• Hybrid work environment, with expectation for local Clions (Vancouver, Calgary, Toronto, Dublin and Sydney) to be in office min. twice per week. 

• Flexible time off policy, with an encouraged 20 days off per year.

• $2000 annual counseling benefit

• RRSP matching and RESP contribution 

• Clioversary recognition program with special acknowledgement at 3, 5, 7, and 10 years

*Our salary bands are designed to reflect the range of skills and experience needed for the position and to allow room for growth at Clio. For experienced individuals, we typically hire at or around the midpoint of the band. The top portion of the salary band is reserved for employees who demonstrate sustained high performance and impact at Clio. Those who are new to the role may join below the midpoint and develop their skills over time. The final offer amount for this role will be dependent on geographical region, applicable experience, and skillset of the candidate.

Diversity, Inclusion, Belonging and Equity (DIBE) & Accessibility 

Our team shows up as their authentic selves, and are united by our mission. We are dedicated to diversity, equity and inclusion. We pride ourselves in building and fostering an environment where our teams feel included, valued, and enabled to do the best work of their careers, wherever they choose to log in from. We believe that different perspectives, skills, backgrounds, and experiences result in higher-performing teams and better innovation. We are committed to equal employment and we encourage candidates from all backgrounds to apply.

Clio provides accessibility accommodations during the recruitment process. Should you require any accommodation, please let us know and we will work with you to meet your needs.

Learn more about our culture at clio.com/careers

We're a Human and High Performing AI company, meaning we use artificial intelligence to improve all of our operations. In recruitment, AI helps us streamline the process for greater efficiency. However, we've built our systems to ensure that a human always reviews AI-generated output, and we never make automated hiring decisions.

Disclaimer: We only communicate with candidates through official @clio.com email addresses.