Overview
Remote
USD 60.00 - 70.00 per hour
Contract - W2
Skills
Pivotal
Data Flow
SAP BASIS
Life Insurance
Management
Dashboard
Collaboration
Flowchart
Decision Trees
Clarity
Scalability
RESTful
Scripting
Calendaring
Data Integrity
Benchmarking
Documentation
Technical Support
Training
Optimization
Customization
Billing
Document Management
API
Authentication
Middleware
Workflow
Data Governance
Communication
Customer Relationship Management (CRM)
HubSpot
Salesforce.com
Legal
Professional Services
Taxes
Insurance
Law
Management Consulting
Finance
Regulatory Compliance
Job Details
Description:
*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
Skills, experience, and other compensable factors will be considered when determining pay rate. The pay range provided in this posting reflects a W2 hourly rate; other employment options may be available that may result in pay outside of the provided range.
W2 employees of Eliassen Group who are regularly scheduled to work 30 or more hours per week are eligible for the following benefits: medical (choice of 3 plans), dental, vision, pre-tax accounts, other voluntary benefits including life and disability insurance, 401(k) with match, and sick time if required by law in the worked-in state/locality.
Please be advised- If anyone reaches out to you about an open position connected with Eliassen Group, please confirm that they have an Eliassen.com email address and never provide personal or financial information to anyone who is not clearly associated with Eliassen Group. If you have any indication of fraudulent activity, please contact
About Eliassen Group:
Eliassen Group is a leading strategic consulting company for human-powered solutions. For over 30 years, Eliassen has helped thousands of companies reach further and achieve more with their technology solutions, financial, risk & compliance, and advisory solutions, and clinical solutions. With offices from coast to coast and throughout Europe, Eliassen provides a local community presence, balanced with international reach. Eliassen Group strives to positively impact the lives of their employees, clients, consultants, and the communities in which they operate.
Eliassen Group is an Equal Opportunity/Affirmative Action Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, pregnancy, sexual orientation, gender identity, national origin, age, protected veteran status, or disability status.
Don't miss out on our referral program! If we hire a candidate that you refer us to then you can be eligible for a $1,000 referral check!
*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
Skills, experience, and other compensable factors will be considered when determining pay rate. The pay range provided in this posting reflects a W2 hourly rate; other employment options may be available that may result in pay outside of the provided range.
W2 employees of Eliassen Group who are regularly scheduled to work 30 or more hours per week are eligible for the following benefits: medical (choice of 3 plans), dental, vision, pre-tax accounts, other voluntary benefits including life and disability insurance, 401(k) with match, and sick time if required by law in the worked-in state/locality.
Please be advised- If anyone reaches out to you about an open position connected with Eliassen Group, please confirm that they have an Eliassen.com email address and never provide personal or financial information to anyone who is not clearly associated with Eliassen Group. If you have any indication of fraudulent activity, please contact
About Eliassen Group:
Eliassen Group is a leading strategic consulting company for human-powered solutions. For over 30 years, Eliassen has helped thousands of companies reach further and achieve more with their technology solutions, financial, risk & compliance, and advisory solutions, and clinical solutions. With offices from coast to coast and throughout Europe, Eliassen provides a local community presence, balanced with international reach. Eliassen Group strives to positively impact the lives of their employees, clients, consultants, and the communities in which they operate.
Eliassen Group is an Equal Opportunity/Affirmative Action Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, pregnancy, sexual orientation, gender identity, national origin, age, protected veteran status, or disability status.
Don't miss out on our referral program! If we hire a candidate that you refer us to then you can be eligible for a $1,000 referral check!
Employers have access to artificial intelligence language tools (“AI”) that help generate and enhance job descriptions and AI may have been used to create this description. The position description has been reviewed for accuracy and Dice believes it to correctly reflect the job opportunity.