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About the Role

We are seeking a dynamic and skilled Workflow Consultant with hands-on legal experience to join our Professional Services team. This role is critical in optimizing customer workflows, increasing efficiency, driving adoption, and enhancing customer satisfaction by providing comprehensive workflow consulting services and ensuring seamless integration of Clio's software solutions.

Responsibilities

• 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 setup 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.

Requirements

• 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 the box to employ creative solutions where appropriate.
• Ability to work independently and manage multiple priorities in a fast-paced environment while exercising good independent professional judgment.
• 1+ years of legal experience and/or training at a paralegal or higher level.
• Experience helping implement new tools or process changes within a law firm.
• Ability to design and build automation processes using Excel/Google Sheets, Slack workflows, or scripting languages (e.g., SQL).
• A strong understanding of cloud-based legal technologies together with a demonstrated understanding of the legal industry and the needs of legal professionals.

Skills

• Workflow consulting
• Customer integration
• Technical expertise
• Customer interaction
• Strategic mindset
• Communication skills
• Legal workflow optimization
• Salesforce
• Document generation
• AI tools
• Analytical skills
• Negotiation
• Interpersonal skills
• Automation processes
• Cloud-based legal technologies

Location

• Burnaby
• Calgary
• Toronto

Work Type

• Hybrid

Experience Level

• Mid-level

Education Level

• Bachelor's degree in a relevant field or equivalent practical experience

Salary/Compensations

• $80,800 to $95,000 to $109,200 CAD

Benefits

• Competitive, equitable salary
• Top-tier health benefits, dental, and vision insurance
• Flexible time off policy, with an encouraged 20 days off per year
• $2000 annual counseling benefit
• RRSP matching and RESP contribution
• Clioversary recognition program

About the Company

• 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're a Human and High Performing AI company, meaning we use artificial intelligence to improve all of our operations.

Equal Opportunity

• We are dedicated to diversity, equity and inclusion.
• We believe that different perspectives, skills, backgrounds, and experiences result in higher-performing teams and better innovation.
• We are committed to equal employment and we encourage candidates from all backgrounds to apply.
• Clio provides accessibility accommodations during the recruitment process. Should you require any accommodation, please let us know and we will work with you to meet your needs.