Workflow Consultant

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:

We are currently seeking a Workflow Consultant to join our Professional Services team in Burnaby Calgary or Toronto.

We are looking for a dynamic and skilled 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 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 Clios product suite. Our team members are smart system thinkers who strengthen long-term adoption by translating complex needs into clear efficient solutions and guiding customers through meaningful operational change.

What youll 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 Clios 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 Clios legal software suite.

• Conduct comprehensive account setup and configuration services ensuring the software aligns with customer workflows business processes and best practices.

• Assist customers in setting up efficient document generation workflows using a portfolio of Clios suite of products.

• Leverage prior legal experience to improve workflows related to substantive legal tasks (e.g. legal drafting legal research legal strategy etc.).

• Support customers in adopting AI-powered features for legal work while reinforcing best practices and responsible use.

• Develop and maintain strong relationships with customers acting as a trusted advisor throughout their implementation and adoption journey while maintaining high-standards of professionalism and customer service in all interactions.

• Continuously evaluate and recommend improvements to workflow packages based on customer needs/feedback and sales performance.

• Share insights and customer feedback to become an advocate for customers with internal stakeholders and contribute to product enhancements and improvements.

What you may have:

• Bachelors degree in a relevant field or equivalent practical experience.

• Proven ability to configure and customize software solutions translating complex workflows into simple customer-aligned strategies.

• Strong strategic thinking analytical and communication skills with a track record of identifying customer needs and influencing outcomes through clear presentation and negotiation.

• A keen interest in improving your craft by using AI with hands-on experience for drafting research summarization or workflow support.

• Genuine empathy strong interpersonal skills and ability to make customers feel appreciated and valued.

• Proactive and self-motivated mindset constantly thinking outside the box to employ creative solutions where appropriate.

• Ability to work independently and manage multiple priorities in a fast-paced environment while exercising good independent professional judgment.

Serious bonus points if you:

• 1 years of legal experience and/or training at a paralegal or higher level.

• Experience helping implement new tools or process changes within a law firm.

• Ability to design and build automation processes using Excel/Google Sheets Slack workflows or scripting languages (e.g. SQL).

• A strong understanding of cloud-based legal technologies together with a demonstrated understanding of the legal industry and the needs of legal professionals.

This role is a backfill for an existing position.

What you will find here:

Compensation is one of the main components of Clios Total Rewards Program. We have developed a series of programs and processes to ensure we are creating fair and competitive pay practices that form the foundation of our human and high-performing culture.

Some highlights of our Total Rewards program include:

• Competitive equitable salary with top-tier health benefits dental and vision insurance

• Hybrid work environment with expectation for local Clions (Vancouver Calgary Toronto Dublin London New York City and Sydney) to be in office min. twice per week.

• Flexible time off policy with an encouraged 20 days off per year.

• $2000 annual counseling benefit

• RRSP matching and RESP contribution

• Clioversary recognition program with special acknowledgement at 3 5 7 and 10 years

The expected salary range for this role is $82800 to $112000 CAD. Initial placement within the range is informed by geographic region experience and skillset with room to progress as impact and tenure grow. Final offer amounts will vary based on candidate profile.

Diversity Inclusion Belonging and Equity (DIBE) & Accessibility

Our team shows up as their authentic selves and are united by our mission. We are dedicated todiversity 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 believe that different perspectives skills backgrounds and experiences result in higher-performing teams and better innovation. We are committed to equal employment and we encourage candidates from all backgrounds to apply.

Clio provides accessibility accommodations during the recruitment process. Should you require any accommodation please let us know and we will work with you to meet your needs.

Learn more about our culture at a Human and High Performing AI company meaning we use artificial intelligence to improve all of our recruitment AI helps us streamline the process for greater efficiency. However weve built our systems to ensure that a human always reviews AI-generated output and we never make automated hiring decisions.

Disclaimer: We only communicate with candidates through official @ email addresses.

Required Experience:

Contract

Employment Type : Full-Time
Experience: years
Vacancy: 1