Workflow Consultant For Legal Professionals Calgary

Workflow Consultant For Legal Professionals Calgary

30 Jul
|
Clio
|
Calgary

30 Jul

Clio

Calgary

Join Clio as a Workflow Consultant to transform the legal experience in Burnaby, Calgary, or Toronto. This role focuses on enhancing client workflows using advanced AI technology and strategic insights.
As part of Clio's Skilled Services team, you will provide comprehensive consulting services to optimize clients' legal operations. The ideal candidate will use their legal background to foster meaningful improvements in efficiency and satisfaction through our suite of AI-powered tools. You will engage with clients to understand their needs and tailor solutions effectively.
Key Responsibilities:
• Position and discuss workflow packages with prospective clients
• Document sales activities accurately in company systems
• Collaborate with clients to enhance existing workflows




• Conduct thorough account setup ensuring software alignment
• Facilitate the setup of document generation workflows
Requirements:
• Bachelor's degree in a related field or relevant experience
• Experience in configuring software solutions for clients
• Excellent communication and negotiation skills
• Familiarity with AI tools for legal applications
• Solid time management and organizational skills
Harness your legal experience and passion for customer service to make a difference at Clio.
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📌 Workflow Consultant For Legal Professionals Calgary
🏢 Clio
📍 Calgary

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