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

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

Qualified 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

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