Become a Workflow Consultant at Clio, shaping the future of legal tech in Burnaby, Calgary, or Toronto. Use your legal background to enhance client engagement and streamline workflows.

Clio is looking for a Workflow Consultant who combines technical expertise and hands-on legal experience. In this role, you will help clients leverage our legal software for better efficiency and satisfaction. Collaborating closely with customers, you will assess their workflows, recommend improvements, and ensure effective software integration.

Key Responsibilities:
• Connect with potential clients to demonstrate workflow perks
• Update customer interactions in Salesforce and other platforms
• Assist customers in identifying workflow pain points




• Deliver tailored account setups and configurations
• Promote AI-driven features to clients for enhanced productivity

Requirements:
• Bachelor’s degree in a relevant area or equivalent experience
• Proven ability to customize and streamline software solutions
• Strong interpersonal skills and strategic mindset
• Experience in applying AI tools in legal contexts
• Proactive approach to problem-solving and multitasking

Apply your legal insights and technical skills to drive exceptional customer experiences as a Workflow Consultant at Clio.
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📌 Clio Workflow Consultant Position (Alberta)
🏢 Clio
📍 Alberta