
1001 - 5000 employees
Founded 2008
☁️ SaaS
🔐 Security
SaaS • Legal • Security
Clio is a cloud-based legal technology company that provides comprehensive legal practice management software for law firms. The platform offers a range of solutions including client intake, billing, document management, and calendaring to streamline law firms' operations. Clio is designed to improve the efficiency of legal practices by automating administrative tasks and providing secure, reliable data storage with a strong focus on data security. The software is enhanced with features that accommodate different areas of legal practice, and it integrates with over 250 other tools to optimize workflow for legal professionals. Clio serves solo practitioners as well as small to large law firms worldwide.
🕒 April 16
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1001 - 5000 employees
Founded 2008
☁️ SaaS
🔐 Security
SaaS • Legal • Security
Clio is a cloud-based legal technology company that provides comprehensive legal practice management software for law firms. The platform offers a range of solutions including client intake, billing, document management, and calendaring to streamline law firms' operations. Clio is designed to improve the efficiency of legal practices by automating administrative tasks and providing secure, reliable data storage with a strong focus on data security. The software is enhanced with features that accommodate different areas of legal practice, and it integrates with over 250 other tools to optimize workflow for legal professionals. Clio serves solo practitioners as well as small to large law firms worldwide.
• Designing and implementing solutions by mapping client requirements to the ShareDo platform through structured discovery • Configuring workflows, forms, and templates in a low-code environment while coaching clients on self-sufficiency • Leading delivery across the implementation lifecycle, ensuring timelines and estimates are met • Owning and evolving a specific solution area, defining best practices and driving innovation • Enhancing accelerators (system modules) based on feedback, trends, and implementation insights • Advising on enterprise architecture, integrations, and data models to support scalable solutions • Recommending integration and data strategies aligned with system maintainability and growth • Influencing product direction by feeding client insights into the roadmap • Supporting adoption through mentoring, training, and proactive engagement • Contributing to pre-sales through demos and prototypes that showcase ShareDo’s capabilities • Travel to client sites and cross functional meetings (~20%)
• Deep subject matter expertise in a commercial domain (e.g., legal process, insurance, corporate law), with a clear vision of best practices and a drive for continuous improvement • A hands-on, delivery-focused mindset, with the ability to dive into configuration details and take ownership of end-to-end solution delivery • Strong consultative skills, with demonstrated experience engaging senior stakeholders, leading workshops, and aligning business value with delivery priorities • Technical fluency in low-code environments, with a solid understanding of system architecture and integrations, even if you're not a developer • A client-focused approach to change management, with a passion for driving real-world outcomes through training, mentoring, and sustained engagement • Demonstrate a keen interest in improving your craft by using AI.
• Competitive, equitable salary with top-tier health benefits, dental, and vision insurance • Hybrid work environment, with expectation for local Clions to be in office minimum twice per week. • Flexible time off policy, with an encouraged 20 days off per year. • EAP benefits for you and household members, including counseling and online resources • 401k matching and Child Education Savings • Clioversary recognition program with special acknowledgement at 3, 5, 7, and 10 years
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