Requirements Post-secondary education or equivalent experience related to database management principles
Minimum 3-5 years of related experience, ideally acquired in a legal or qualified services environment
Bilingual (English/French) with excellent verbal and written communication skills is an asset
Ability to work collaboratively with lawyers, legal assistants, and business professionals
Ability to maintain confidentiality and handle sensitive information with discretion and professionalism
Candidates must be based in Quebec, Montréal, Toronto, Calgary, or Vancouver offices
Core Competencies Demonstrates expertise in compliance auditing, engagement letter management, and collaboration with legal professionals. Proficient in developing policies, training, and maintaining confidentiality in sensitive legal matters.
Highest-signal resume keywords Compliance Auditing
Engagement Letter Management
Policy Development
Bilingual Communication (English/French)
Collaboration with Legal Professionals
Hard Skills Database Management Principles
Audit Reporting
Engagement Letter Review
Process Improvement
Operational Efficiency
Soft Skills Verbal Communication
Written Communication
Discretion
Professionalism
Collaboration
Industry Keywords Legal Compliance
Outside Counsel Guidelines
Engagement Letters
Professional Services Environment
Client Obligations
Tools & Technologies Intapp Intake
Intapp Terms
Conduct audits of engagement letters for compliance with firm policies, regulatory requirements, and client obligations
Review engagement letters for completeness, accuracy, and alignment with approved templates and standard provisions




Identify and escalation potential compliance concerns
Track audit findings and prepare reports highlighting trends and risks
Provide training to Legal Assistants and Lawyers on engagement letter requirements and processes
Collaborate with lawyers, legal assistants, and business professionals to address audit deficiencies
Maintain records of engagement letter reviews, audit results, and remediation activities
Assist with developing and updating engagement letter templates, standards, and best practices
Manage administration of the firm's Outside Counsel Guidelines process
Review client intake forms in Intapp Intake and ensure OCGs are current and correctly referenced
Identify OCGs against the firm's key client list and ensure finalized versions are available
Oversee OCG terms in Intapp Terms and ensure relevant approvals are in place
Review outside counsel requests and collect required supporting documentation
Coordinate review of outside counsel guidelines, retention agreements, and related documentation
Monitor compliance with policies governing external legal service providers
Track engagement renewals, terminations, and other milestones
Serve as an internal point of contact for outside counsel matters and requirements
Prepare reports, metrics, and dashboards on engagement letter compliance and outside counsel activity
Identify process improvements and assist with operational efficiencies
Lead development, maintenance, and communication of policies and procedures
Assist with training and guidance on engagement letter and outside counsel processes
Maintain confidentiality and handle sensitive information
Perform additional duties as assigned

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📌 Bilingual Client Agreement Auditor (Ontario)
🏢 Jobtailor
📍 Ontario