Conduct audits of engagement letters for compliance with firm policies, regulatory requirements, and client obligationsReview engagement letters for completeness, accuracy, approved templates, and standard provisionsIdentify and escape compliance concernsTrack audit findings and prepare reports on trends and risksProvide training to Legal Assistants and Lawyers on engagement letter requirements and processesCollaborate with lawyers, legal assistants, and business professionals to address audit deficienciesMaintain records of engagement letter reviews, audit results, and remediation activitiesAssist with developing and updating engagement letter templates, standards, and best practicesManage administration of the firm’s Outside Counsel Guidelines processReview client intake forms in Intapp Intake and ensure OCGs are current and correctly referencedIdentify OCGs against the firm’s key client list and ensure current OCGs are available and finalizedOversee OCG terms in Intapp Terms and ensure relevant approvals are in placeReview outside counsel requests and collect required supporting documentationCoordinate review of outside counsel guidelines, retention agreements, and related documentationMonitor compliance with policies governing external legal service providersTrack engagement renewals, terminations, and key milestonesServe as an internal point of contact for outside counsel matters and requirementsPrepare reports, metrics, and dashboards relating to engagement letter compliance and outside counsel activityIdentify process improvement opportunities and assist with operational efficienciesLead development, maintenance,



and communication of policies and proceduresAssist with training and guidance on engagement letter and outside counsel processesMaintain confidentiality and handle sensitive informationPerform additional duties as assignedRequirementsPost-secondary education or equivalent experience related to database management principlesMinimum 3-5 years of related experience, ideally acquired in a legal or professional services environmentBilingual (English/French) with excellent verbal and written communication skills is an assetExperience with Intapp IntakeExperience with Intapp TermsKnowledge of engagement letter auditing, compliance, and outside counsel guidelines processesAbility to maintain confidentiality and handle sensitive information with discretion and professionalismAbility to work collaboratively with lawyers, legal assistants, and business professionalsCore CompetenciesDemonstrates expertise in engagement letter auditing, compliance, and outside counsel guidelines processes, with a robust 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 keywordsEngagement Letter AuditingIntapp IntakeIntapp TermsCompliance ManagementBilingual (English/French)Hard SkillsEngagement Letter ReviewAudit ReportingDatabase Management PrinciplesProcess ImprovementOperational EfficiencySoft SkillsVerbal CommunicationWritten CommunicationCollaborationDiscretionProfessionalismIndustry KeywordsCompliance RequirementsOutside Counsel GuidelinesLegal Services EnvironmentAudit FindingsEngagement Letter TemplatesTools & TechnologiesIntapp IntakeIntapp Terms#J-18808-Ljbffr

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