Bilingual Client Agreement Specialist

McCarthy Tétrault LLP; Calgary; Hybrid; CAD 70,000 - 95,000; Full time

Benefits offered by this job

Day-one benefits including insurance

Wellness and technology reimbursements

Volunteer day off

Birthday leave

Job summary

McCarthy Tétrault LLP seeks a Bilingual Client Agreement Specialist to support engagement letters and outside counsel guidelines across Canadian offices. You will audit letters for compliance, reference templates, and coordinate with legal teams to address deficiencies.

You will also manage OCG processes in Intapp, monitor terms, and assist with risk reporting and process improvements while partnering with lawyers and staff in a hybrid environment.

Qualifications

• Bilingual (English/French) with excellent verbal and written communication skills is an asset.
• Minimum 3-5 years of related experience, ideally in a legal or professional services environment.
• Post-secondary education or equivalent experience related to database management principles.

Responsibilities

• Engagement Letter Auditing & Compliance: audits, reviews for completeness, compliance, and template alignment; track findings; provide training; maintain records.
• OCGs Management: manage Intapp Intake references, ensure up-to-date OCGs, approvals, and documentation.
• Risk Management & Operational Support: prepare reports and dashboards; identify process improvements; develop policies and procedures; provide training.

Skills

Bilingual English/French

Audit & compliance

Communication skills

Education

Post-secondary education or equivalent in database management principles

Tools

Intapp Intake

Intapp Terms

Job description

Job Description

McCarthy Tétrault is a leading Canadian law firm offering a full suite of legal and business solutions to clients in Canada and around the world. With offices in Toronto, Montréal, Québec City, Calgary and Vancouver, we provide challenging and rewarding career opportunities across the country. Recognized as one of Canada’s Top 100 Employers for eleven consecutive years and one of Canada’s Best Diversity Employers for fourteen consecutive years, our culture is guided by The McCarthy Way—our shared approach to working with clients and with each other.

The McCarthy Way is built on four core elements: Excellence, through attracting and developing top talent committed to delivering on our Client Commitment; Collaboration, through seamless, integrated teamwork; Inclusion, through eliminating barriers to belonging and success; and Innovation, through delivering maximum value by embracing leading-edge technologies and approaches. Together, these principles shape how we work, lead, and grow—every day.

We are recruiting for a Bilingual Client Agreement Specialistto join our team in our Quebec, Montréal, Toronto, Calgary or Vancouveroffice. Bilingualismis required as this is a collaborative role at the national level and the candidate will be required to provide service to firm stakeholders in both French and English. McCarthy Tétrault employees benefit from a hybrid work environment.

As a Bilingual Client Agreement Specialist, you will be responsible for:

Engagement Letter Auditing & Compliance

• 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.

Outside Counsel Guidelines (OCGs) Management

• 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.
• Tracking engagement renewals, terminations, and other key milestones.
• Serving as a point of contact for internal stakeholders regarding outside counsel matters and requirements.

Risk Management & Operational Support

• Preparing reports, metrics, and dashboards relating to engagement letter compliance and outside counsel activity.
• Identifying opportunities for process improvements and assisting with implementing operational efficiencies.
• Leading the development, maintenance, and communication of policies and procedures.
• Assisting with delivering training and guidance to firm personnel on engagement letter and outside counsel processes.
• Maintaining confidentiality and handling sensitive information with discretion and professionalism.
• Performing additional duties and responsibilities as assigned.

As our ideal candidate, you will distinguish yourself by the following profile:

• 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.

As a member of the McCarthy team, you will have access to:

• Outstanding benefits from day one, including insurance premiums paid by the Firm and wellness and technology reimbursements.
• Competitive compensation, paid overtime and generous time off, including a day off to volunteer and a day off for your birthday.
• A commitment to professional development and growth opportunities for our people at all levels, supported by a culture that fully embraces and encourages two-way feedback.
• Strong community involvement and a commitment to equity, diversity and inclusion.
• A collaborative, cohesive culture that connects lawyers and business teams through collective purpose.

We thank all applicants for their interest in McCarthy Tétrault; however, only chosen applicants will be contacted. We regret that we are unable to respond to individual inquiries about application status. McCarthy Tétrault is an equal opportunity employer that fosters an inclusive, equitable, and accessible environment. Please notify us if you require accommodation at any time during the recruitment process.