Workflow Consultant

Clio; Toronto; On-site; CAD 80,800 - 109,200; Full time

Benefits offered by this job

Hybrid work environment

20 days off per year

Counseling benefit

RRSP matching

Job summary

Clio in Canada is seeking a Workflow Consultant in the Professional Services team to drive workflow optimization and AI-enabled improvements for legal clients. You will engage with law firms and corporate legal departments to tailor Clio’s software to their processes and outcomes.

The role emphasizes customer interactions, strategic thinking, and hands-on legal experience to deliver measurable adoption and satisfaction across Clio’s product portfolio.

Qualifications

• Hands-on legal experience and ability to translate legal workflows into actionable solutions.
• Strong communication skills and strategic thinking for customer engagements.
• Experience working in a law firm or legal department with AI-assisted workflows.

Responsibilities

• Talk to potential professional services customers to position the value of workflow packages and assist with closing opportunities.
• Maintain accurate records of sales activities and customer interactions in Salesforce and other systems.
• Become an expert on Clio’s product suite and the value opportunities it offers to streamline legal workflows.
• Collaborate with customers to assess current workflows and recommend workflow enhancements using Clio software.
• Conduct account setup and configuration services to align software with customer processes and best practices.
• Assist customers in setting up efficient document generation workflows using Clio products.
• Leverage legal experience to improve workflows related to substantive legal tasks and AI adoption.
• Develop relationships as a trusted advisor throughout implementation and adoption.
• Share insights with internal stakeholders to influence product improvements.

Skills

Hands-on legal experience

Strong communication skills

Strategic mindset

Customer-facing experience

Experience with AI tools

Education

Bachelor's degree or equivalent

Tools

Salesforce

Excel/Google Sheets

Slack workflows

SQL

Job description

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 work. In 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 Clio’s 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 you’ll 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 Clio’s 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 Clio's legal software suite.
• Conduct comprehensive account set‑up 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 Clio’s 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:

• 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.

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.

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.

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 at least 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 $80,800 to $95,000 to $109,200 CAD. There are a separate set of salary bands for other regions based on local currency.

*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.

Diversity, Inclusion, Belonging and Equity (DIBE) & Accessibility

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.