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 escape compliance concerns

Track audit findings and prepare reports on 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 current OCGs are available and finalized

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 key milestones

Serve as an internal point of contact for outside counsel matters and requirements

Prepare reports, metrics, and dashboards relating to engagement letter compliance and outside counsel activity

Identify process improvement opportunities 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

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 environment

Bilingual (English/French) with excellent verbal and written communication skills is an asset

Experience with Intapp Intake

Experience with Intapp Terms

Knowledge of engagement letter auditing, compliance, and outside counsel guidelines processes

Ability to maintain confidentiality and handle sensitive information with discretion and professionalism

Ability to work collaboratively with lawyers, legal assistants, and business professionals

Core Competencies
Demonstrates expertise in engagement letter auditing, compliance, and outside counsel guidelines processes, with a solid ability to collaborate effectively with legal professionals and maintain confidentiality. Proficient in using Intapp Intake and Intapp Terms to manage compliance and operational efficiencies.

Highest-signal resume keywords

Engagement Letter Auditing

Intapp Intake

Intapp Terms

Compliance Management

Bilingual (English/French)

Hard Skills

Engagement Letter Review

Audit Reporting

Database Management Principles

Process Improvement

Operational Efficiency

Soft Skills

Verbal Communication

Written Communication

Collaboration

Discretion

Professionalism

Industry Keywords

Compliance Requirements

Outside Counsel Guidelines

Legal Services Environment

Audit Findings

Engagement Letter Templates

Tools & Technologies

Intapp Intake

Intapp Terms

#J-18808-Ljbffr

📌 Client Agreement Auditor (British Columbia)
🏢 Jobtailor
📍 British Columbia