Bilingual Client Agreement Auditor

Jobtailor; Toronto; On-site; CAD 85,000 - 120,000; Full time

Job summary

Jobtailor seeks an experienced professional to audit engagement letters for regulatory and firm policy compliance. You will review letters for accuracy, escalate issues, and help improve templates and guidelines while coordinating with lawyers and staff.

Based in major Canadian offices, the role emphasizes confidentiality, collaboration, and process optimization to support outside counsel guidelines and client obligations.

Qualifications

• Post-secondary education or equivalent experience in database management principles.
• 3–5 years of related experience, ideally in a legal or professional services environment.
• Bilingual (English/French) with strong verbal and written communication.
• Ability to collaborate with lawyers, legal assistants, and business professionals.
• Maintain confidentiality and handle sensitive information discreetly.

Responsibilities

• Conduct audits of engagement letters for compliance with firm policies, regulatory requirements, and client obligations.
• Review engagement letters for completeness, accuracy, and alignment with templates and standard provisions.
• Identify and escalate 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.

Skills

Compliance Auditing

Engagement Letter Management

Policy Development

Bilingual Communication (English/Fren)

Collaboration with Legal Professionals

Education

Post-secondary education or equivalent in database management principles

Tools

Intapp Intake

Intapp Terms

Job description

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
• Professional 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