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:

Were looking for a skilled Sr. Solutions Consultant to join our ShareDo this role youll play a key part in configuring the Sharedo platform to meet our clients unique business needs. Youll work closely with both clients and partnershelping them understand how to use the platforms tools effectively and empowering them to manage their own configurations.

This is a client-facing role so strong communication skills and a consultative mindset are essential. Youll collaborate with clients to understand their goals set up workflows design forms and templates and deliver hands-on training.

About Your Team:

ShareDo part of Clio is a cutting-edge adaptive work management platform that empowers large law firms to create customized solutions for managing their work processes. We focus on mid-sized to large law firms that use ShareDo as their Case Management System to streamline operations boost profitability and enhance the client experience.

In March 2025 Clio the global leader in cloud-based legal technology announced the strategic acquisition of ShareDo. Headquartered in Vancouver Canada Clio also has offices in Toronto Calgary Dublin Manchester and Sydney with a global workforce of over 1400 employees.

Key Responsibilities

1. Platform Configuration

• Workflow & Process Design: Set up work types workflows and forms in Sharedo to align with each clients business processes.

• Data Customization: Gain deep knowledge of the Sharedo platform to create high-impact value-driven customizations. We strive to exceed client expectations.

• User Interface & Rule Setup: Customize fields layouts and business rules to meet client requirements.

• Implementation Best Practices: Promote best practices for platform configuration to ensure scalable and maintainable solutions.

2. Client Support & Training

• Client Onboarding & Enablement: Provide training and guidance to clients and partners helping them confidently use Sharedos configuration tools.

• Interactive Workshops: Lead engaging workshops to demonstrate how to effectively configure and optimize the platform.

• Mentorship & Ongoing Support: Serve as a trusted advisor to clients supporting them as they grow their in-house expertise.

3. Documentation & Knowledge Sharing

• Documentation: Create clear easy-to-follow documentation for platform configurations customizations and processes.

• Best Practice Guidelines: Develop and share recommended configuration standards to help clients get the most out of the platform.

• Knowledge Base Contributions: Write articles FAQs and how-to guides to support both clients and internal teams.

What Were Looking For

Required:

• Experience with Low-Code Platforms: Proven ability to configure business software using low-code or configurable platforms (e.g. Sharedo Salesforce ServiceNow etc.).

• Client Training Skills: Able to explain complex concepts clearly and simply to non-technical users.

• Strong Attention to Detail: Accuracy and quality are key when configuring workflows and rules.

• Process Documentation: Skilled at writing clear and concise documentation for both technical and non-technical audiences.

• Problem Solver: Ability to identify issues and quickly implement effective configuration solutions.

• 20% Travel: Visit client sites and cross functional meetings.

• AI: Demonstrate a keen interest in improving your craft by using AI

Preferred:

• Legal Technology experience is highly desirable.

• Background in Workflow Design or Process Modeling is a strong plus.

What you will find here:

Compensation is one of the main components of Clios 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 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.

Diversity Inclusion Belonging and Equity (DIBE) & Accessibility

Our team shows up as their authentic selves and are united by our mission. We are dedicated todiversity 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 We only communicate with candidates through official @ email addresses.