Eliassen Group
Overview
100% Remote
We’re seeking a seasoned Clio Developer with deep expertise in customizing and optimizing Clio’s document management and billing modules. This role is ideal for someone who thrives on building scalable workflows, integrating third-party tools, and translating operational needs into elegant technical solutions.
You’ll play a pivotal role in enhancing this client's legal tech stack—streamlining processes, improving data flow, and empowering our teams with workflow automation and efficiencies.
Due to client requirements, applicants must be willing and able to work on a W2 basis. For our W2 consultants, we offer a great benefits package that includes Medical, Dental, and Vision benefits, 401k with company matching, and life insurance.
Rate: $60 - $70 / hr. W2
Responsibilities
Clio Customization & Optimization
Configure and enhance Clio’s billing, document management, and matter management modules
Customize fields, layouts, and templates to support firm-specific workflows
Design and implement role-based dashboards, automated reminders, and task sequences
Workflow Design & Automation
Build and refine workflow automations using Clio’s native tools and third-party middleware
Collaborate with operations and legal teams to map out end-to-end processes
Create visual flowcharts, decision trees, and trigger-based actions for clarity and scalability
API & Middleware Integration
Develop and maintain integrations using Clio’s REST API
Use tools like Zapier, Make (Integromat), or custom scripts to sync data across platforms (e.g., CRM, billing, e-signature, calendaring)
Ensure data integrity, error handling, and performance benchmarking across integrations
Documentation & Support
Maintain clear documentation of workflows, field mappings, and API endpoints
Provide technical support and training to internal stakeholders
Monitor system performance and proactively identify optimization opportunities
Experience Requirements
5+ years of hands-on experience with Clio development and customization
Proven expertise in Clio’s billing and document management modules
Strong command of Clio’s API, including authentication, endpoints, and rate limits
Experience with Zapier, Make, or similar middleware platforms
Familiarity with legal operations, compliance workflows, and data governance
Ability to translate business requirements into scalable technical solutions
Excellent communication skills and a collaborative mindset
Bonus Skills
Experience with CRM platforms (e.g., HubSpot, Zoho, Salesforce)
Background in legal tech, compliance, or professional services automation
#J-18808-Ljbffr
We’re seeking a seasoned Clio Developer with deep expertise in customizing and optimizing Clio’s document management and billing modules. This role is ideal for someone who thrives on building scalable workflows, integrating third-party tools, and translating operational needs into elegant technical solutions.
You’ll play a pivotal role in enhancing this client's legal tech stack—streamlining processes, improving data flow, and empowering our teams with workflow automation and efficiencies.
Due to client requirements, applicants must be willing and able to work on a W2 basis. For our W2 consultants, we offer a great benefits package that includes Medical, Dental, and Vision benefits, 401k with company matching, and life insurance.
Rate: $60 - $70 / hr. W2
Responsibilities
Clio Customization & Optimization
Configure and enhance Clio’s billing, document management, and matter management modules
Customize fields, layouts, and templates to support firm-specific workflows
Design and implement role-based dashboards, automated reminders, and task sequences
Workflow Design & Automation
Build and refine workflow automations using Clio’s native tools and third-party middleware
Collaborate with operations and legal teams to map out end-to-end processes
Create visual flowcharts, decision trees, and trigger-based actions for clarity and scalability
API & Middleware Integration
Develop and maintain integrations using Clio’s REST API
Use tools like Zapier, Make (Integromat), or custom scripts to sync data across platforms (e.g., CRM, billing, e-signature, calendaring)
Ensure data integrity, error handling, and performance benchmarking across integrations
Documentation & Support
Maintain clear documentation of workflows, field mappings, and API endpoints
Provide technical support and training to internal stakeholders
Monitor system performance and proactively identify optimization opportunities
Experience Requirements
5+ years of hands-on experience with Clio development and customization
Proven expertise in Clio’s billing and document management modules
Strong command of Clio’s API, including authentication, endpoints, and rate limits
Experience with Zapier, Make, or similar middleware platforms
Familiarity with legal operations, compliance workflows, and data governance
Ability to translate business requirements into scalable technical solutions
Excellent communication skills and a collaborative mindset
Bonus Skills
Experience with CRM platforms (e.g., HubSpot, Zoho, Salesforce)
Background in legal tech, compliance, or professional services automation
#J-18808-Ljbffr