Conduct audits of engagement letters for compliance with firm policies, regulatory requirements, and client obligations.
Review engagement letters for completeness, accuracy, approved templates, and standard provisions.
Identify and escalation 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 Outside Counsel Guidelines are current and correctly referenced.
Identify Outside Counsel Guidelines against the firm's key client list and ensure current versions are finalized.
Manage Outside Counsel Guidelines terms in Intapp Terms and ensure required approvals are in place.
Review outside counsel requests and collect required supporting documentation.
Coordinate reviews of outside counsel guidelines, retention agreements, and related documentation.
Monitor compliance with policies governing external legal service providers.
Track engagement renewals, terminations, and other key milestones.
Serve as a point of contact for internal stakeholders regarding outside counsel matters.
Prepare reports, metrics, and dashboards relating to engagement letter compliance and outside counsel activity.
Identify process improvement opportunities and assist with implementing operational efficiencies.
Lead development, maintenance,



and communication of policies and procedures.
Assist with training and guidance on engagement letter and outside counsel processes.
Perform additional duties as assigned.
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 professional services workplace.
Bilingualism in English and French is required.
Excellent verbal and written communication skills.
Ability to work collaboratively at the national level.
Ability to maintain confidentiality and handle sensitive information with discretion and professionalism.
Experience or ability to work with engagement letters, outside counsel guidelines, compliance processes, reporting, and operational procedures.
Core Competencies Demonstrates expertise in compliance auditing, engagement letter management, and outside counsel guidelines, with a strong focus on operational efficiency and collaboration across legal and business teams. Bilingual in English and French, with excellent communication skills to effectively train and guide stakeholders.
Highest-signal resume keywords Engagement Letter Management
Compliance Auditing
Outside Counsel Guidelines
Bilingualism in English and French
Reporting and Metrics Preparation
ATS Optimization Keywords Hard Skills Database Management Principles
Engagement Letter Review
Compliance Processes
Operational Procedures
Audit Findings Tracking
Soft Skills Excellent Verbal Communication
Excellent Written Communication
Collaborative Work Style
Discretion and Professionalism
Industry Keywords Legal Services
Professional Services
Audit Compliance
Client Obligations
Process Improvement
Tools & Technologies Intapp Intake
Intapp Terms

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📌 Client Agreement Auditor (Alberta)
🏢 Jobtailor
📍 Alberta