Elevate legal workflows as a Workflow Consultant at Clio in Burnaby, Calgary, or Toronto. Deliver exceptional customer experiences by leveraging legal expertise and AI tools to optimize operations. Clio, a leader in legal AI technology, seeks a Workflow Consultant to enhance customer interactions and workflows.

In this energetic role, you will utilize your legal experience to streamline the integration of our software solutions, ensuring high customer satisfaction. You will focus on fostering relationships and assisting clients in adopting AI-enhanced features for their legal operations. Key Responsibilities:
Engage potential clients to position workflow package value
Maintain precise records in Salesforce and other systems
Expertly assess customer workflows and identify enhancements




Configure account setups to align software with client needs
Support customers in implementing productive document generation Requirements:
Relevant Bachelor’s degree or equivalent experience
Proven expertise in software configuration and customization
Solid analytical, strategic thinking, and communication skills
Interest in AI for legal tasks and operational improvement
Ability to manage multiple priorities effectively Utilize your legal expertise and customer skills to elevate Clio's consulting services and transform client experiences.

📌 Legal Workflow Consultant At Clio Calgary (Canada)
🏢 Clio
📍 Canada