Clio - Cloud-Based Legal Technology

Project Manager

• Lead end-to-end project management for a variety of Clio’s most complex cross-functional projects
• Launch new product lines, global expansion initiatives, mergers & acquisitions, internal transformation and optimization efforts, and other strategic growth initiatives
• Work closely with functional leaders across the business to develop execution plans that align to Clio’s strategic vision and goals
• Drive strategic alignment and decision making discussions with project leads and executive stakeholders
• Facilitate needs assessments and task scoping with a variety of workstream leaders, continually test and validate scoping assumptions
• Identify and highlight dependencies and facilitate communication and collaboration across cross-functional workstreams; remove barriers, track blockers, and mitigate risks

Senior Project Manager

Data Engineer

• Deliver data migration sessions to Spanish-speaking customers across EMEA in their preferred language, while also supporting our English speaking regions.
• Work closely with Sales and Customer Onboarding Specialists to ensure a smooth and enjoyable transition into adopting our product as quickly and effectively as possible;
• Perform data transformations and imports from various sources (often CSV and SQL) into the Clio products and handle escalated data processing cases;
• Provide superb customer service throughout the data migration process;
• Manage multiple client cases at a time with strict observance of associated tasks and deadlines (as defined by the department);
• Be confident, articulate, and sensitive to the needs of customers and internal partners;
• Contribute regularly to our customer-facing knowledge articles;
• Partner with other members of the Customer Enablement and Solutions Engineering teams to develop processes around the design, development, and testing of data transformation, extraction and training activities;
• Gain a deep understanding of and staying up to date with the Clio product and common workflows;
• Always looking for and being curious about process and technology improvements to enhance the customer's journey and automate the function of the role;

Data Migrations Specialist, English/Spanish Speaking

Editor

• Review new cases each day and assess how each one affects existing precedent.
• Use a traffic light coding system to log your findings for each case with precision and consistency.
• Identify changes made by new and amending legislation, then implement those changes directly on the existing consolidated statutes.
• Record the effective dates of each amendment and reflect them accurately in the database.
• Work alongside experienced team members to maintain accuracy and quality across UK common law legal content.
• Demonstrate a keen interest in improving your craft by using AI.

Assistant Editor

Product Designer

• Own end-to-end experience design for AI Search, from discovery and opportunity framing through prototyping, validation, and high-quality execution.
• Define the interaction models, patterns, and guardrails for AI experiences across Clio, establishing the foundational design language that product teams build on.
• Build deep customer intuition and systems understanding, translating complex workflows and constraints into clear direction and durable experience decisions.
• Shape a compelling long-term experience vision for your problem space, bringing others along through storytelling and collaborative thinking.
• Raise the quality bar across a broader product ecosystem through cohesive, accessible, and scalable experiences that push beyond “good enough.”
• Drive consistency and leverage across teams by strengthening patterns, frameworks, and design system evolution beyond your immediate scope.
• Help teams navigate ambiguity and make strong decisions through facilitation, decision framing, and proactive cross-functional collaboration.
• Mentor and elevate other designers through constructive critique, coaching, and role-modelling strategic thinking and bar-raising craft.
• Partner with the product design manager of your portfolio to uphold the quality and craft of design in your product area.
• Contribute to design culture and org-wide initiatives through Staff-level forums and leadership beyond your immediate portfolio.

Staff Product Designer, AI Search

• Design intelligent research and knowledge experiences that help legal professionals surface, synthesize, and act on complex legal information.
• Work alongside Product and Engineering to understand how AI and Vincent's global legal database power research capabilities, and translate that into intuitive user experiences.
• Advocate for enterprise legal users by deeply understanding their research workflows and the high-stakes nature of how they engage with legal information.
• Concept, prototype, and deliver solutions that make Vincent's AI-driven legal knowledge feel powerful yet approachable.
• Conduct user research interviews, usability testing, and analysis to understand how legal professionals discover, evaluate, and apply legal information.
• Leverage metrics to drive product design decisions and measure product success.
• Contribute to design critiques and share thoughtful feedback with the broader team.
• Help evolve design patterns and systems that support complex information architecture at scale.
• Demonstrate a keen interest in improving your craft using AI.
• Break down complex legal concepts into smaller, more manageable design problems.

Senior Product Designer, Research & Knowledge

• Define and drive the experience strategy for Vincent, ensuring design decisions reflect the complex workflows and high standards of enterprise legal users.
• Lead, manage, and mentor a team of product designers, fostering a culture of curiosity, autonomy, collaboration, and continuous growth.
• Partner with Product, Engineering, Research, and Data Science to shape the product roadmap and deliver cohesive, high-quality experiences.
• Champion user-centered design by embedding research and data-informed practices into the product development process.
• Communicate design rationale, insights, and tradeoffs clearly to stakeholders at all levels, including senior leadership.
• Leverage AI capabilities thoughtfully to create intelligent, adaptive experiences that serve enterprise legal professionals.
• Hire and develop exceptional design talent through feedback, coaching, and performance development.
• Plan and allocate resources effectively to meet delivery goals and drive long-term strategic impact.

Product Design Manager – Enterprise

Engineering Manager

• Collaborating with your triad to: understand the challenges our business faces, identify the most impactful opportunities, and craft a roadmap for the team
• Working with your team on designing the technical solutions
• Giving great feedback on code reviews, architecture documents, and more to help support team members making great technical decisions for their projects
• Actively participating as a contributor to the project, either through extensive code reviews, or shipping code
• Having a 1:1 meeting with your direct reports to make sure they are supported in their career growth and development goals
• Actively participating in hiring to grow engineering team at Clio
• Reviewing code contributed by members from your team or other Clio developers reaching out to you for your experience with a given technology or pattern

Software Development Manager

Sales Operations Manager

• Own administration of the enablement tech stack, with LetterAI as the system of record for certification and AI-assisted content, alongside Seismic, Seismic Learning, Gong, and Consensus
• Configure and maintain LetterAI, including certification baselines, AI role-play scenario frameworks, scoring rubrics, and the integrations that connect it to the rest of the stack
• Own the content governance model across platforms, including tagging taxonomy, naming conventions, folder structure, and content hygiene
• Manage user groups, permissions, and access levels so teams have the right access in an efficient and scalable way
• Build recurring reports and dashboards tracking certification completion, content adoption, Gong usage, and AI role-play engagement
• Identify and remediate gaps such as unused content, overdue certifications, missing tags, and stale playbooks, and recommend fixes
• Serve as the subject matter expert on the enablement tech stack and on the intake and operating-system tooling
• Partner with the Operations and Programs functions to keep tools structured and aligned to launch and OKR work
• Create and deliver end-user training on the tech stack, with a focus on onboarding the team to LetterAI workflows
• Use generative AI to streamline systems administration, reporting, and content quality assurance
• Other duties as required

Senior Sales Enablement Specialist

Attorney

• Drive the product vision, strategy and roadmap execution for Clio’s drafting workflows.
• Collaborate with Developer and Designer counterparts to achieve successful outcomes for customers.
• Establish key outcomes and metrics to drive vision and mission.
• Envision how to leverage AI to improve the practice of law.
• Conduct customer and market research to identify opportunities.

Senior Product Manager, Legal

• You own the end-to-end design of the onboarding and activation experience from day one through the critical first 120 days, across every Clio product a customer has access to.
• Map the journey: initial setup, first value moment, team adoption, habit formation, and natural discovery of additional Clio products within an existing subscription that map to custom needs and mental models while addressing core pain points.
• Design onboarding paths that reflect how different firm types and roles actually get value from Clio, moving away from a single default flow toward starting points appropriate to the customer.
• Identify where customers succeed and where they fall off, and use that understanding to drive design decisions.
• Design and ship the in-product experiences that guide customers through setup and toward their first meaningful value moments: checklists, empty states, contextual tooltips, progress indicators, and in-app guidance.
• Build the surfaces that help customers discover the Clio products they already have access to, at the right moment in their journey.
• Partner with Product to define what an activated customer looks like for each Clio product, by segment and firm type, and design experiences that move customers toward those milestones.
• Use cohort analysis, funnel metrics, and time-to-milestone data to identify where design interventions will have the most impact.
• Conduct research with Onboarding Specialists and Data Migration teams to understand where current tools fall short: what is manual that should be automated, what is slow that should be fast, what is invisible that should be tracked.
• Partner closely with your PM counterpart and Engineering to translate complex onboarding challenges into clear, shippable design solutions.

Senior Product Designer – Onboarding & Activation

Product Manager

• Own the product vision and roadmap for platform-level experience: navigation, global utilities, shared surfaces, and the connective tissue that ties our product suite together.
• Translate customer feedback, usability research, and product analytics into a sequenced roadmap that ships incrementally and delivers visible value at each step.
• Lead cross-functional execution across design, engineering, and product teams; aligning stakeholders without always having direct authority over contributors.
• Drive a coherent experience across Clio’s full product suite, ensuring that as we add new capabilities, the platform becomes more unified, not more fragmented.
• Define success metrics for platform-level experience and use them to guide prioritization and trade-off decisions.
• Identify and pitch new opportunities to improve how Clio’s platform enables both customer value and product-led growth.
• Demonstrate a keen interest in up-leveling our product craft by using AI.
• Communicate clearly to executive sponsors, cross-functional partners, and individual contributors; adjusting depth and framing for the audience.

Group Product Manager

Marketing

• Design and launch new experiments to further extend our referral program.
• Own channel goals, track performance, and report on key metrics, including referral rates, MQLs, pipeline contribution, and ROI.
• Monitor and analyse program performance metrics, providing actionable insights and data-driven recommendations for improvement.
• Leverage customer and data insights to identify opportunities for new segmentation strategies.
• Continuously test and optimise referral workflows, incentives, and messaging to enhance user experience and conversion rates.
• Work with a dynamic cross-functional team to align referral initiatives with overall business objectives and ensure smooth program integration.

Senior Customer Marketing Manager, Advocacy

Consultant

• Talk to potential professional services customers to position the value of workflow packages and assist with closing opportunities.
• Maintain accurate and up-to-date records of sales activities and customer interactions in Salesforce and other systems.
• Become an expert on Clio’s suite of products and the value opportunities it offers to help streamline legal workflows.
• Collaborate with customers to assess their current workflows, identify pain points, and recommend workflow enhancements using Clio's legal software suite.
• Conduct comprehensive account setup and configuration services, ensuring the software aligns with customer workflows, business processes and best practices.
• Assist customers in setting up efficient document generation workflows using a portfolio of Clio’s suite of products.
• Leverage prior legal experience to improve workflows related to substantive legal tasks (e.g., legal drafting, legal research, legal strategy, etc.).
• Support customers in adopting AI-powered features for legal work while reinforcing best practices and responsible use.
• Develop and maintain strong relationships with customers, acting as a trusted advisor throughout their implementation and adoption journey while maintaining high-standards of professionalism and customer service in all interactions.
• Continuously evaluate and recommend improvements to workflow packages based on customer needs/feedback and sales performance.
• Share insights and customer feedback to become an advocate for customers with internal stakeholders and contribute to product enhancements and improvements.
• Collaborate with cross-functional teams to co-create visionary workflows that address complex business challenges.
• Provide thought leadership and creative solutions for business process optimizations to improve overall operational efficiency.
• Design and prototype innovative workflows that can be implemented at scale and align with industry best practices.

Senior Workflow Consultant

Producer

• Lead multimedia programs from concept through delivery, owning creative direction and final output across product, brand, and thought leadership work.
• Propose and drive net-new initiatives that evolve how Clio tells its story.
• Develop creative concepts, storyboards, and shot lists that translate business objectives into production plans.
• Direct live-action video production on set and on location, including shot composition, camera operation, lighting design, and audio capture, whether you’re running the camera yourself or directing a crew.
• Lead post-production across editorial, motion graphics, colour, sound design, delivering assets in a variety of formats.
• Partner with teams across Product Marketing, Social, Internal Comms, Sales, Customer Marketing, and Events.
• Build and maintain the production workflows, documentation, intake processes, and asset management systems that let other teams work effectively with multimedia without bottlenecking you.
• Mentor and enable others across the organization who touch multimedia work, raising the creative floor across the company.

Staff Multimedia Producer

• Partnering with your cross-functional stakeholders to understand their challenges, identifying and advocating for pragmatic yet sustainable solutions, crafting a roadmap for your team, and driving those solutions from start to end while coordinating with the impacted parts of the organization;
• Continuously evolving the way your team is leveraging AI and applying it at every step of the project and development lifecycle
• Working with your team on designing good technical solutions (teaching, coaching, collaborating, and giving feedback to produce good architecture documents, plans, and code)
• Actively participating as a contributor to projects and the system (requirements, design, implementation, review)
• Crafting effective 1:1s with your direct reports to make sure they are supported in their career growth and development goals;
• Growing and strengthening Clio’s engineering team by actively participating in interviewing and hiring