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 Professional Services team is dedicated to helping customers fully realize the value of Clio’s product suite. Our team members are smart system thinkers who strengthen long‑term adoption by translating complex needs into clear, efficient solutions and guiding customers through meaningful operational change.

• 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 set‑up 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…