Workflow Consultant
Core
Provide comprehensive workflow consulting services to law firms, optimizing customer workflows, increasing efficiency, and driving adoption of Clio's legal software suite.
Role type
Workflow Consultant (Professional Services)
Builds
Clio's legal software suite (workflow packages, document generation, AI-powered features)
Domain
Legal Technology (LegalTech)
Deliverable
production ML models | product features | dashboards & analysis
Required skills
Legal industry experience, workflow optimization, customer relationship management, software configuration, strategic thinking, communication, AI tool usage
Preferred skills
Paralegal or higher legal training, process implementation experience, automation design (Excel/Google Sheets/Slack/SQL), cloud-based legal tech knowledge
Technologies
Clio suite, Salesforce, Excel, Google Sheets, Slack, SQL
Responsibilities
Talk to potential customers to position workflow packages and assist with closing opportunities; Collaborate with customers to assess workflows and recommend enhancements; Conduct account setup and configuration; Assist in setting up document generation workflows; Support adoption of AI-powered features; Develop and maintain customer relationships; Share insights to advocate for product enhancements.
Seniority
Mid-level, hands-on IC