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Bilingual Client Agreement Specialist
McCarthy Tétrault. Conduct audits of engagement letters for compliance with firm policies, regulatory requirements, and client obligations .
Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in engagement letter auditing, compliance monitoring, and operational reporting within a legal or professional services environment. Proficient in managing outside counsel guidelines and maintaining confidentiality while providing training and support to stakeholders.
Highest-signal resume keywords
Engagement Letter AuditingCompliance MonitoringOutside Counsel Guidelines ManagementBilingual Communication (English/French)Database Management
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Engagement Letter ReviewAudit ReportingOperational ReportingCompliance IdentificationProcess ImprovementTraining DevelopmentDocument ManagementMetrics PreparationRisk AssessmentConfidentiality Maintenance
Soft Skills
Collaborative WorkVerbal CommunicationWritten CommunicationProfessionalismDiscretion
Tools & Technologies
Intapp IntakeIntapp Terms
Industry Keywords
Legal ServicesProfessional ServicesEngagement LettersAudit ComplianceStakeholder Service
About the role
Key responsibilities & impact- 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 compliance concerns and escalate issues as appropriate
- 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
- Administer 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
- Manage OCG terms in Intapp Terms and ensure relevant approvals are in place
- Review outside counsel requests and collect required supporting documentation
- Coordinate reviews 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 a point of contact for internal stakeholders regarding outside counsel matters
- Prepare reports, metrics, and dashboards on engagement letter compliance and outside counsel activity
- Identify process improvements and assist with operational efficiencies
- Lead the development, maintenance, and communication of policies and procedures
- Assist with training and guidance on engagement letter and outside counsel processes
- Maintain confidentiality and perform additional assigned duties
Requirements
What you’ll need- 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 at the national level
- Ability to provide service to firm stakeholders in both French and English
- Ability to maintain confidentiality and handle sensitive information with discretion and professionalism
- Experience or knowledge related to engagement letter auditing, compliance, outside counsel guidelines, legal service providers, database management, or operational reporting is relevant to the role
Benefits
Comp & perks- Outstanding benefits from day one, including insurance premiums paid by the Firm
- Wellness and technology reimbursements
- Competitive compensation
- Paid overtime
- Generous time off
- A day off to volunteer
- A day off for your birthday
- Professional development and growth opportunities
- Two-way feedback culture
- Strong community involvement
- Commitment to equity, diversity and inclusion
- Collaborative, cohesive culture