Client Agreement Auditor

Conducting audits of engagement letters to ensure compliance with firm policies, regulatory requirements, and client obligations.

Reviewing engagement letters for completeness, accuracy, and alignment with approved templates and standard provisions.

Identifying potential compliance concerns, and escalating issues as appropriate

Tracking audit findings and preparing reports highlighting trends and risks.

Providing training to Legal Assistants and Lawyers regarding the firm’s Engagement Letter requirements and processes.

Collaborating with lawyers, legal assistants, and business professionals to addressing deficiencies identified during audits.

Maintaining records relating to engagement letter reviews, audit results, and remediation activities.

Assisting with developing and updating engagement letter templates, standards, and best practices.

Managing the administration of the firm's OCG process including:

Reviewing client intake forms in Intapp Intake to ensure that OCGs are correctly referenced and are up to date.

Identifying OCGs against the firm’s key client list, ensuring the most up-to-date OCGs are available and finalized.

Overseeing the management of OCG terms in Intapp Terms and ensuring that relevant approvals are in place.

Reviewing outside counsel requests and ensuring the collection of required supporting documentation.

Coordinating the review of outside counsel guidelines, retention agreements, and related documentation.

Monitoring compliance with firm policies governing the retention and management of external legal service providers.