Legal Workflow Consultant at Clio

Elevate legal practices with Clio as a Workflow Consultant in Burnaby, Calgary, or Toronto. Utilize your legal experience and AI tools to enhance customer workflows and drive satisfaction.

As a Workflow Consultant on Clio's Professional Services team, you'll bring your hands-on legal expertise to optimize client operations. You'll engage in client interactions, translating their needs into actionable workflows. This role needs your strong strategic mindset and exceptional communication skills to ensure customers achieve their goals using Clio’s solutions.

Key Responsibilities:

• Consult with clients to tailor workflow solutions

• Maintain sales activity records in Salesforce

• Deliver account setup and software configuration

• Provide guidance on document generation processes

• Foster strong client relationships as a trusted advisor

Requirements:

• 1+ years of legal experience or training

• Bachelor's degree or equivalent experience

• Expertise in configuring software for customer needs

• Strong analytical and communication skills

• Knowledge of AI tools in legal workflows

Leverage your legal background to drive excellence and innovation with Clio's customer-centric approach.
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