Clio Developer

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 InfoSec@eliassen.com. Job ID: JN -102025-103909