Experienced Workflow Consultant at Clio

Join Clio as a Senior Workflow Consultant to shape the future of legal AI technology. This role is available in Burnaby, Calgary, Toronto, or remotely, focusing on optimizing client workflows.
We are looking for a skilled consultant who can improve legal processes and customer satisfaction through the effective use of our software solutions. With a strong background in law and AI technology, you will play a pivotal role in enhancing client operations via targeted workflow consulting.
Key Responsibilities:
• Analyze and refine client workflows for efficiency
• Provide expert setup and training for Clio’s tools
• Support documentation workflow enhancements
• Build rapport as a trusted advisor for clients
• Recommend best practices based on feedback and data
Requirements:
• 5+ years in workflow implementation
• 2+ years legal experience is preferred
• Bachelor’s degree or similar practical experience
• Strong analytical skills and strategic thinking
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