Join Clio as a Workflow Consultant and revolutionize legal processes in Burnaby, Calgary, or Toronto. Use your legal and AI proficiency to drive customer success.

In this role, you'll be part of the Qualified Services team, focusing on optimizing clients' workflows by leveraging Clio's legal technology solutions. Your hands-on legal experience and technical skills will help design effective strategies that meet customer needs. You will also play a crucial role in integrating AI features that enhance productivity.

Key Responsibilities: • Engage clients to showcase workflow solutions • Keep Salesforce records up-to-date • Analyze customer workflows for potential improvements • Implement account setup and best practices • Guide clients in productive document generation

Requirements: • Relevant bachelor’s degree or practical experience • Demonstrated ability to customize legal software • Excellent analytical and presentation skills • Familiarity with using AI tools in legal settings • Independent work ethic with strong judgment skills

Use your expertise to optimize workflows and enhance client satisfaction with Clio’s advanced solutions.

📌 Clio Workflow Consultant Role Winnipeg
🏢 Clio
📍 Winnipeg