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About the Role

This role involves combining deep domain understanding with a passion for problem-solving and value creation. The team develops Clio Operate, an adaptive work management platform for large law firms, enabling tailored solutions for managing work processes in the cloud. This platform helps firms build custom CMS, manage more cases with existing resources, improve profitability, and deliver a market-leading client experience.

Responsibilities

Design and implement solutions by mapping client requirements to the ShareDo platform through structured discovery.
Configure workflows, forms, and templates in a low-code environment while coaching clients on self-sufficiency.
Lead delivery across the implementation lifecycle, ensuring timelines and estimates are met.
Own and evolve a specific solution area, defining best practices and driving innovation.
Enhance accelerators (system modules) based on feedback, trends, and implementation insights.
Advise on enterprise architecture, integrations, and data models to support scalable solutions.
Recommend integration and data strategies aligned with system maintainability and growth.
Influence product direction by feeding client insights into the roadmap.
Support adoption through mentoring, training, and proactive engagement.
Contribute to pre-sales through demos and prototypes that showcase ShareDo’s capabilities.
Travel to client sites and cross-functional meetings (~20%).

Requirements

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.
Experience in Legal Financial software such as Aderant, 3E, Bill Blast etc.
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.
A client-focused approach to change management, with a passion for driving real-world outcomes through training, mentoring, and sustained engagement.

Skills

Subject matter expertise (commercial domain, legal process, insurance, corporate law)
Legal Financial software (Aderant, 3E, Bill Blast)
Solution design
Solution implementation
Workflow configuration
Form configuration
Template configuration
Low-code environment proficiency
Client coaching
Project delivery leadership
Innovation
System module enhancement
Enterprise architecture advising
Integrations advising
Data modeling
Data strategies
Product roadmap influence
Mentoring
Training
Pre-sales support
Consultative skills
Stakeholder engagement
Workshop leadership
Business value alignment
System architecture understanding
Change management

Location

Flexible hybrid work environment

Work Type

Hybrid

Experience Level

Experienced individuals
New to the role

Salary/Compensations

£72,300 to £97,700 GBP

Benefits

Competitive, equitable salary
Flexible hybrid work environment
25 days holiday + bank holidays
Private Healthcare with Life Insurance & Critical Illness cover
Pension contribution
Professional development and growth options
Clioversary recognition program with special acknowledgement at 3, 5, 7, and 10 years

About the Company

Clio is the global leader in legal AI technology, empowering legal professionals and law firms to work smarter, faster, and more securely.
The company transforms the legal experience by bettering legal professionals' lives and increasing access to justice.
Clio is building the Intelligent Legal Work Platform, the legal industry’s first System of Action, combining core products with AI-native capabilities.
Clio for Enterprise extends this foundation to support the complexity, scale, and operational rigor of global organizations through solutions like Clio Operate and Vincent by Clio.
Recognized globally, Clio achieved Centaur status in 2022 and is an honoree of the Forbes Cloud 100 and Fortune’s Future 50.
Consistently named one of Canada’s Best Managed Companies, Top 100 Employers, and a Top Employer for Young People.
Headquartered in Vancouver, Canada, with over 2,000 employees across offices in Toronto, Calgary, Dublin, Manchester, Sydney, Barcelona, and Bogotá.
Clio uses artificial intelligence to improve operations, ensuring human review of AI-generated output and no automated hiring decisions.

Equal Opportunity

Dedicated to diversity, equity, and inclusion, fostering an environment where teams feel included, valued, and enabled.
Believes different perspectives, skills, backgrounds, and experiences result in higher-performing teams and better innovation.
Committed to equal employment and encourages candidates from all backgrounds to apply.
Provides accessibility accommodations during the recruitment process upon request.