Transform legal practices with Clio as a Workflow Consultant in Burnaby, Calgary, or Toronto. Combine legal knowledge and AI to elevate customer workflows.
You will serve as an integral part of Clio's Professional Services team, utilizing your legal background and technical skills to assist clients in optimizing their workflows. This customer-facing position requires you to assess current practices and propose advanced solutions through Clio’s software suite. Your strategic mindset and communication skills will foster strong relationships with clients.
Key Responsibilities:
• Position workflow packages to potential clients
• Document sales activities in Salesforce accurately
• Collaborate with clients to enhance legal workflows
• Execute thorough software configuration and accounts
• Assist clients in maximizing document generation
Requirements:
• Degree in a relevant field or equivalent experience
• Proven ability to translate complex workflows into simple solutions
• Solid communication and strategy skills
• Experience in legal environments using AI tools
• Self-motivated with multitasking capability
Drive significant change and customer satisfaction through your role as a Workflow Consultant at Clio.
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