Solution Consultant Lead

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’re looking for a skilled Solutions Consultant Lead to join our ShareDo team. In this role, you'll play a key part in configuring the Sharedo platform to meet our clients’ unique business needs. You'll work closely with both clients and partners—helping them understand how to use the platform’s 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. You’ll 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 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 1,400 employees.

Key Responsibilities

1. Platform Configuration

- Workflow & Process Design: Set up 'work types,' workflows, and forms in Sharedo to align with each client’s business processes.

- Data Customization: Gain deep knowledge of the Sharedo platform to create high‑impact, value‑driven customizations.

- 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 Sharedo’s 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.

Team & Capability Leadership

- Team Coaching & Development: Lead and mentor a team of Solution Consultants enabling them to continually develop their skills and competencies.

- People Management: Contribute to people development and annual performance process for the Solution Consultant team.

- Governance: Establish governance framework for configurations and perform regular reviews of configuration developed by other Solution Consultants for quality audits.

- Project Support: Support the project team for configuration‑related queries and contribute to RAID management as requested by the Project Management team.

What We’re 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).

- 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.

- Team Leadership: Proven ability to lead a team of experienced delivery experts.

- 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 Modelling is a strong plus.

What you will find here:

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

- Clio offers a flexible hybrid work environment

- 25 days holiday + bank holidays

- Private Healthcare with Life Insurance & Critical Illness cover

- Pension contribution

- Professional development and growth options

- Clioversary recognition program with special acknowledgement at 3, 5, 7, and 10 years

The expected salary range for this role is £61,600 to £77,000 to £92,400 GBP. There are a separate set of salary bands for other regions based on local currency.

Diversity, Inclusion, Belonging and Equity (DIBE) & Accessibility: Our team values diversity, equity and inclusion. We are committed to equal employment and encourage candidates from all backgrounds to apply.

Clio provides accessibility accommodations during the recruitment process. If you require accommodation, 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, while a human always reviews AI‑generated output and no automated hiring decisions are made.

Disclaimer: We only communicate with candidates through official @clio.com email addresses.

Apply.

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