Engagement Terms Specialist

Fish & Richardson P.C.

. Coordinate new business intake by entering required information into the Firm’s intake system and monitoring the process to minimize workflow delays .

Posted 10/16/2026full-timeUnited StatesMid-LevelSenior💰 $51,000 - $64,000 per yearWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates proficiency in drafting and reviewing Engagement Letters while effectively managing client relationships and internal communications. Exhibits strong organizational skills and the ability to adapt to changing priorities within a legal or professional services environment.

Highest-signal resume keywords

Engagement Letter DraftingClient Relationship ManagementLegal Operations KnowledgeStandard Firm Software ProficiencyOrganizational Skills

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Engagement Letter ReviewClient AnalysisDocument ManagementWorkflow CoordinationData Organization

Soft Skills

Effective CommunicationProblem RecognitionFlexibilityIndependenceProfessionalism

Tools & Technologies

OutlookWordExcelPowerPointAdobe

Industry Keywords

Legal IndustryProfessional ServicesBusiness AdministrationClient EngagementInternal Stakeholder Coordination

About the role

Key responsibilities & impact

Coordinate new business intake by entering required information into the Firm’s intake system and monitoring the process to minimize workflow delays
Communicate project status and issues to attorneys and staff, escalating as appropriate
Provide procedural guidance on new matter intake and engagement terms document reviews
Prepare Engagement Letters using established templates and guidelines in alignment with Firm policies and legal requirements
Assist with reviewing Engagement Letters and OCGs
Coordinate with internal departments to identify relevant issues and help draft responses for internal and external stakeholders
Maintain centralized documentation and liaise on client engagement terms and information requests
Organize data and coordinate with management and stakeholders for client analysis projects
Contribute to cross-departmental efforts supporting Firm objectives

Requirements

What you’ll need

Bachelor’s degree in business administration or equivalent experience
3+ years related professional experience, preferably in the legal or professional services industry
Knowledge of drafting and reviewing Engagement Letters and responding to client and internal questions regarding such documents preferred
Demonstrated understanding of law firm operations and client relationship dynamics preferred
Ability to recognize potential issues and appropriately escalate to supervisors or subject matter experts
Ability to summarize and organize information clearly and concisely
Proficiency in standard Firm software tools including Outlook, Word, Excel, and PowerPoint
Willingness to learn and navigate billing/accounting systems and relational databases
Working knowledge of Adobe and Word required
Strong organizational skills and ability to prioritize tasks and meet deadlines
Ability to work independently with moderate supervision while adhering to timelines and procedures
Demonstrated professionalism and effective communication
Flexibility and responsiveness to business needs, including adjusting work hours when necessary
Ability to adapt to changing responsibilities, circumstances, systems, team dynamics, and policies
Ability to work Pacific Time Zone hours required
Minneapolis employees within commuting distance must attend a monthly in-person team meeting
Central Time Zone employees work 11:00 a.m.–7:30 p.m.

Benefits

Comp & perks

Competitive pay
Discretionary bonus opportunities
Comprehensive medical and dental coverage
Generous paid time off
Tuition reimbursement
Award-winning retirement and profit sharing plans with employer contribution
Back-up child care
Health and wellness initiatives
Family-friendly atmosphere
Remote-first work arrangement with primarily home-based work and no expectation of regular in-office presence