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 bettering the lives of legal professionals while increasing access to justice.

Summary: This role combines live technical training delivery with instructional design and e-learning development for Clio Operate customers.

The Technical

Trainer serves as a Clio Operate subject matter expert who assesses customer needs, delivers engaging live sessions, troubleshoots technical and configuration questions, and builds, maintains, and continuously improves self‑paced Articulate Rise courses that scale training across the customer base. Assess customer technical environments and workflows to identify training needs, and recommend appropriate training solutions to enhance their practice management and productivity. Conduct engaging and interactive training sessions for customers covering various aspects of Clio Operate.

Serve as a subject matter expert, providing guidance and best practices on utilizing Clio Operate to optimize workflows and productivity. Troubleshoot technical and configuration questions that arise during training sessions, escalating complex issues to support or engineering as needed. Stay current on Clio Operate releases, features, and configuration options to ensure training content and delivery reflect the latest product capabilities.

Effectively communicate complex technical concepts and functionalities in a clear and concise manner, across both live and self‑paced formats. Design and build self‑paced e‑learning courses in Articulate Rise, applying instructional design principles — clear learning objectives, logical scaffolding, knowledge checks, and adult learning best practices. Maintain and update existing Rise courses and other training content to reflect Clio Operate feature changes and new releases, ensuring materials remain accurate and current.

Build assessments and knowledge checks within courses to validate learner comprehension, and use LMS data (completion rates, quiz scores, engagement) to evaluate and improve training effectiveness. Manage training content within the Learning Management System (LMS), including publishing, versioning,



and reporting on usage and completion metrics. Develop supporting learning assets — job aids, quick‑reference guides, and storyboards — to reinforce and extend live training sessions.

Manage instructional design projects end‑to‑end, from scoping and storyboarding through stakeholder review and publishing. Develop and maintain robust relationships with customers, acting as a trusted advisor throughout their training and adoption journey while maintaining high standards of professionalism and customer service in all interactions. Continuously evaluate and recommend improvements to training content based on customer feedback and learner outcome data.

Collaborate with product, support, and professional services teams to identify training gaps and translate them into new self‑paced e‑learning content. Share insights and customer feedback to become an advocate for customers with internal stakeholders and contribute to product enhancements and improvements. Proven experience with Articulate Rise (or a comparable e‑learning authoring tool such as Storyline) for building self‑paced courses.

Instructional design experience — familiarity with ADDIE or similar frameworks, adult learning principles, and storyboarding.

Experience administering or publishing content within a Learning Management System (LMS). Strong technical aptitude, with the ability to troubleshoot configuration and workflow questions within Clio Operate. Strong live and virtual facilitation and presentation skills.

Working knowledge of Clio Operate or comparable legal practice management / matter management software, including configuration and administration. Comfortable working with product documentation, release notes, and technical specifications to keep training content current. Competitive,



equitable salary ~ Clio offers a flexible hybrid work environment ~25 days holiday + bank holidays ~ Private Healthcare with Life Insurance & Critical Illness cover ~ Pension contribution ~ Diversity, Inclusion, Belonging and Equity (DIBE) & Accessibility We are dedicated to diversity, equity and inclusion.

We pride ourselves in building and fostering an environment where our teams feel included, valued, and enabled to do the best work of their careers, wherever they choose to log in from. We're a Human and High Performing AI company, meaning we use artificial intelligence to improve all of our operations. In recruitment, AI helps us streamline the process for greater efficiency.

Clio is on a mission to transform the legal experience for all. Clio is the global leader in legal AI, building the platform that powers the future of legal work. With the scale, data, and ambition to redefine how the legal industry operates, we are advancing a comprehensive strategy that spans the full lifecycle of legal work—from knowledge and insight to execution and outcomes.

At the center of this vision is the Intelligent Legal Work Platform, the legal industry’s first System of Action. As we expand into the enterprise, Clio for Enterprise extends this foundation to support the complexity, scale, and operational rigor of global organizations through solutions like Clio Operate and Vincent by Clio. Backed by industry-leading data and intelligence, Clio is building the infrastructure that enables legal teams to operate with greater speed, confidence, and impact.

In 2022, we achieved Centaur status, a milestone reached by fewer than 200 private SaaS companies worldwide. We are a proud honoree of the Forbes Cloud 100 and Fortune’s Future 50, have been named Innovator of the Year, and are a Platinum Club member of Canada’s Best Managed Companies. We are consistently recognized as one of Canada’s Top 100 Employers and a Top Employer for Young People, with our international offices also earning placements on Great Place to Work’s Best Workplaces lists.

Headquartered in Vancouver, Canada, Clio has grown to more than 2,000 employees across offices in Toronto, Calgary, Dublin, Manchester, Sydney, Barcelona, and Bogotá—bringing together diverse perspectives to solve one of the world’s most complex and impactful professional challenges. Join Clio and help define the future of legal work through AI.

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