Solution Consultant Lead

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’re looking for a skilled Solutions Consultant Lead to join our Share Do team. In this role, you'll play a key part in configuring the Sharedo platform to meet our clients’ unique business needs. You'll work closely with both clients and partners—helping them understand how to use the platform’s tools effectively and empowering them to manage their own configurations.

This is a client‑facing role, so strong communication skills and a consultative mindset are essential. You’ll collaborate with clients to understand their goals, set up workflows, design forms and templates, and deliver hands‑on training.

About Your Team:

Share Do, part of Clio, is a cutting‑edge, adaptive work‑management platform that empowers large law firms to create customized solutions for managing their work processes. We focus on mid‑sized to large law firms that use Share Do as their Case Management System to streamline operations, boost profitability, and enhance the client experience.

In March 2025, Clio announced the strategic acquisition of Share Do. Headquartered in Vancouver, Canada, Clio also has offices in Toronto, Calgary, Dublin, Manchester, and Sydney, with a global workforce of over 1,400 employees.

1. Platform Configuration

• Workflow & Process Design:
  Set up 'work types,' workflows, and forms in Sharedo to align with each client’s business processes.
• Data Customization:
  Gain deep knowledge of the Sharedo platform to create high‑impact, value‑driven customizations.
• User Interface & Rule Setup:
  Customize fields, layouts, and business rules to meet client requirements.
• Implementation Best Practices:
  Promote best practices for platform configuration to ensure scalable and maintainable solutions.

2. Client Support & Training

• Client Onboarding & Enablement:
  Provide training and guidance to clients and partners, helping them confidently use Sharedo’s configuration tools.
• Interactive Workshops:
  Lead engaging workshops to demonstrate how to effectively configure and optimize the platform.
• Mentorship & Ongoing Support:
  Serve as a trusted advisor to clients, supporting them as they grow their in‑house expertise.

3. Documentation & Knowledge Sharing

• Documentation:
  Create clear, easy‑to‑follow documentation for platform configurations, customizations, and processes.
• Best Practice Guidelines:
  Develop and share recommended configuration standards to help clients get the most out of the platform.
• Knowledge Base Contributions:
  Write articles, FAQs, and how‑to guides to support both clients and internal teams.

Team & Capability Leadership

• Team Coaching & Development:
  Lead and mentor a team of Solution Consultants enabling them to continually develop their skills and competencies.
• People Management:
  Contribute to people development and annual performance process for the Solution Consultant team.
• Governance:
  Establish governance framework for configurations and perform regular reviews of configuration developed by other Solution Consultants for quality audits.
• Project Support:
  Support the project team for configuration‑related queries and contribute to RAID management as requested by the Project Management team.

Required:

• Experience with Low‑Code Platforms:
  Proven ability to configure business software using low‑code or configurable platforms (e.g., Sharedo, Salesforce, Service Now).
• Client Training
  
  Skills:
  
  Able to explain complex concepts clearly and simply to non‑technical users.
• Strong Attention to Detail:
  Accuracy and quality are key when configuring workflows and rules.
• Process Documentation:
  Skilled at writing clear and concise documentation for both technical and non‑technical audiences.
• Team Leadership:
  Proven ability to lead a team of experienced delivery experts.
• Problem Solver:
  Ability to identify issues and quickly implement effective configuration solutions.
• 20% Travel:
  Visit client sites and cross‑functional meetings.
• AI:
  Demonstrate a keen interest in improving your craft by using AI.

Preferred:

• Legal Technology experience is highly desirable.
• Backgroun…