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Clio

Cloud-based legal practice management software

Senior Solution Consultant

Implementation & Technical Account ManagementUpdated on Nov 10
Full-timeNew York, NY, USA$100k - $135.4k

About the Job

Requirements

  • Experience in a technical consulting, implementation, or solution consultant role at a software company.
  • Hands-on experience configuring or building solutions in a software platform, such as workflows, forms, or business rules; low-code platform experience is preferred but not required.
  • Confidence working directly with customers and explaining technical ideas in plain language.
  • Ability to turn requirements into a practical, well-built solution.
  • Strong organization and attention to detail when managing several projects.
  • A collaborative approach and ability to learn new systems quickly.

Responsibilities

  • Build Clio Operate solutions from requirements defined by Solution Architects, including matter types, workflows, forms, document templates, and business rules.
  • Join discovery and design sessions early to understand customer needs and advise on the best way to build solutions.
  • Present and demonstrate builds to customers and incorporate feedback through playbacks and user acceptance testing.
  • Fix defects and configuration issues found during testing and after go-live, and support the Support team when needed.
  • Manage build work across several projects while meeting agreed scope and deadlines.
  • Work with Solution Architects, Project Managers, and developers across time zones to deliver projects smoothly.
  • Flag scope changes and risks early to the Project Manager.
  • Share knowledge and help improve build practices, including using AI tools.

Desired Qualifications

  • Experience working in or with law firms, or in legal technology.
  • Experience with case or matter management, customer relationship management, or document automation software.
  • Experience with Salesforce, professional services automation tools, application programming interfaces, or scripting.
  • Experience delivering enterprise software projects for mid-market or large customers.

About the Company

Clio

Cloud-based legal practice management software

Clio provides legal practice management software that helps law firms run more efficiently. It offers two main products: Clio Grow, which improves client intake and engagement, and Clio Manage, which organizes tasks, manages cases, handles documents, and processes payments in one integrated platform. The software is cloud-based and sold on a subscription, giving firms from solo practitioners to large firms a centralized system for intake, matter management, document handling, and billing. Clio differentiates itself by providing two interconnected products tailored to legal work, a broad feature set for the full lifecycle of a case, and a platform used across a range of firm sizes. Its goal is to reduce administrative burdens and support the growth of legal practices by streamlining operations.

Company size
1,001-5,000
Company stage
Debt Financing
Total funding
$2.2B
Headquarters
Burnaby, Canada
Founded
2008

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