Workflow Consultant

Bachelor's 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.

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.

Compensation is one of the main components of Clio’s 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.

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

*Our salary bands are designed to reflect the range of skills and experience needed for the position and to allow room for growth at Clio. For experienced individuals, we typically hire at or around the midpoint of the band. The top portion of the salary band is reserved for employees who demonstrate sustained high performance and impact at Clio. Those who are new to the role may join below the midpoint and develop their skills over time. The final offer amount for this role will be dependent on geographical region, applicable experience, and skillset of the candidate.

Our team shows up as their authentic selves, and are united by our mission. 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 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 clio.com/careers

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. However, we've 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 @clio.com email addresses.