Teams at Clio

Lead technical strategy and architecture for fintech products, mentor engineers, design and implement high-throughput distributed web applications (invoicing, payments, payroll), drive multi-team technical decisions, review code, and improve engineering practices.

Perform data extraction, transformation, cleansing and imports (CSV/SQL) into Clio, support customer onboarding, troubleshoot escalated migrations, manage multiple client cases, create knowledge articles, partner with enablement and product teams to improve and automate migration processes, and deliver exceptional customer service throughout the migration lifecycle.

Serve as a Professional Services Workflow Consultant for Clio, advising law firms on workflow optimization and configuring Clio products. Assess client processes, implement account setups and document-generation workflows, promote AI-powered features responsibly, support adoption and change management, track sales activity in Salesforce, and relay customer feedback to product teams to improve offerings.