Senior Business Solution Architect

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 currently seeking a Senior Business Solution Architect to join our Customer Team in New York City
. We’re looking for someone who combines a deep understanding of their domain with a passion for solving problems, creating value, and pushing beyond what’s expected.

Clio Operate (formerly Share Do) is a cutting-edge adaptive work management platform that empowers large law firms to develop tailored solutions for managing their work processes through the cloud. With our platform, firms can easily build a CMS that works for each legal department’s unique needs, allowing them to manage more cases with the same resources, improve profitability, and deliver a market-leading client experience.

What your team does:

Clio Operate (formerly Share Do) is a cutting-edge adaptive work management platform that empowers large law firms to develop tailored solutions for managing their work processes through the cloud. With our platform, firms can easily build a CMS that works for each legal department’s unique needs, allowing them to manage more cases with the same resources, improve profitability, and deliver a market-leading client experience.

What you’ll work on:

• Designing and implementing solutions by mapping client requirements to the Share Do platform through structured discovery
• Configuring workflows, forms, and templates in a low-code environment while coaching clients on self-sufficiency
• Leading delivery across the implementation lifecycle, ensuring timelines and estimates are met
• Owning and evolving a specific solution area, defining best practices and driving innovation
• Enhancing accelerators (system modules) based on feedback, trends, and implementation insights
• Advising on enterprise architecture, integrations, and data models to support scalable solutions
• Recommending integration and data strategies aligned with system maintainability and growth
• Influencing product direction by feeding client insights into the roadmap
• Supporting adoption through mentoring, training, and proactive engagement
• Contributing to pre-sales through demos and prototypes that showcase Share Do’s capabilities
• Travel to client sites and cross functional meetings (~20%)

• Deep subject matter expertise in a commercial domain (e.g., legal process, insurance, corporate law), with a clear vision of best practices and a drive for continuous improvement
• A hands-on, delivery-focused mindset, with the ability to dive into configuration details and take ownership of end-to-end solution delivery
• Strong consultative skills, with demonstrated experience engaging senior stakeholders, leading workshops, and aligning business value with delivery priorities
• Technical fluency in low-code environments, with a solid understanding of system architecture and integrations, even if you're not a developer
• A client-focused approach to change management, with a passion for driving real-world outcomes through training, mentoring, and sustained engagement
• Demonstrate a keen interest in improving your craft by using AI

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 Senior Business Solution Architect to join our Customer Team in New York City
. We’re looking for someone who combines a deep understanding of their domain with a passion for solving problems, creating value, and pushing beyond what’s expected.

Clio Operate (formerly…