- 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 qualified 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 strong 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

📌 Client Agreement Auditor (Vancouver)
🏢 Jobtailor
📍 Vancouver