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 buttering the lives of legal professionals while increasing access to justice. Summary:
We are currently seeking a
Senior Workflow Consultant
to join our
Professional Services
team in
Burnaby
,
Calgary
,
Toronto
or
remotely across Canada (except Quebec)
. We are looking for a dynamic and skilled Senior Workflow Consultant with hands‑on legal experience to join our team. Someone who brings not only exceptional technical expertise but also a passion for delivering outstanding customer experiences. As our ideal candidate, you thrive in customer interactions and helping customers achieve their goals. You also have experience working in a law firm or legal department on substantive legal matters, and have exposure to using AI tools to support legal work. In this role, you will be responsible for providing comprehensive workflow consulting services to our customers, ensuring seamless integration and utilization across our portfolio of software solutions. You will play a critical role in optimizing customer workflows, increasing efficiency, driving adoption, and enhancing customer satisfaction.



This position requires a strong strategic mindset, exceptional communication skills, a deep understanding of the needs of legal professionals, and practical experience performing legal work in a legal environment, including using AI tools to improve productivity and quality. What your team does:
Our Professional Services team is dedicated to helping customers fully realize the value of Clio’s product suite. Our team members are smart system thinkers who strengthen long‑term adoption by translating complex needs into explicit, efficient solutions and guiding customers through meaningful operational change. What you’ll work on:
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

📌 Senior Workflow Consultant (Toronto)
🏢 Clio
📍 Toronto