Client Agreement Auditor

Jobtailor; Calgary; On-site; CAD 70,000 - 110,000; Full time

Job summary

Jobtailor seeks a compliant engagement letter auditor to ensure templates and provisions meet firm policies and regulatory requirements. The role involves reviewing letters, tracking findings, and reporting trends. You will train staff and collaborate with lawyers and business teams to remediate deficiencies.

The ideal candidate has 3–5 years in legal/professional services, bilingual English/French, and strong written/verbal communication plus confidentiality and cross-national collaboration.

Qualifications

• Post-secondary education or equivalent experience related to database management principles.
• Minimum 3–5 years of related experience in a legal or professional services environment.
• Bilingual in English and French is required.
• Excellent verbal and written communication skills.
• Ability to work collaboratively at the national level.
• Maintain confidentiality and handle sensitive information with discretion.

Responsibilities

• Audit engagement letters for compliance with firm policies, regulatory requirements, and client obligations.
• Review engagement letters for completeness, accuracy, approved templates, and standard provisions.
• Identify and escalate 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 reviews, audit results, and remediation activities.
• Assist with developing and updating engagement letter templates, standards, and best practices.
• Manage administration of the Outside Counsel Guidelines process.
• Review client intake forms in Intapp Intake and ensure Outside Counsel Guidelines are current and correctly referenced.
• Identify Outside Counsel Guidelines against the firm’s key client list and ensure current versions are finalized.
• Manage Outside Counsel Guidelines terms in Intapp Terms and ensure required 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 other key milestones.
• Serve as a point of contact for internal stakeholders regarding outside counsel matters.
• Prepare reports, metrics, and dashboards relating to engagement letter compliance and outside counsel activity.
• Identify process improvement opportunities and assist with implementing operational efficiencies.
• Lead development, maintenance, and communication of policies and procedures.
• Assist with training and guidance on engagement letter and outside counsel processes.
• Perform additional duties as assigned.

Skills

Engagement Letter Management

Compliance Auditing

Outside Counsel Guidelines

Bilingual English/French

Document Review

Training & Guidance

Education

Post-secondary education or equivalent in database management principles

Tools

Intapp Intake

Intapp Terms

Job description

• 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 and escalation 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 Outside Counsel Guidelines are current and correctly referenced.
• Identify Outside Counsel Guidelines against the firm's key client list and ensure current versions are finalized.
• Manage Outside Counsel Guidelines terms in Intapp Terms and ensure required 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 other key milestones.
• Serve as a point of contact for internal stakeholders regarding outside counsel matters.
• Prepare reports, metrics, and dashboards relating to engagement letter compliance and outside counsel activity.
• Identify process improvement opportunities and assist with implementing operational efficiencies.
• Lead development, maintenance, and communication of policies and procedures.
• Assist with training and guidance on engagement letter and outside counsel processes.
• Perform additional duties as assigned.

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.
• Bilingualism in English and French is required.
• Excellent verbal and written communication skills.
• Ability to work collaboratively at the national level.
• Ability to maintain confidentiality and handle sensitive information with discretion and professionalism.
• Experience or ability to work with engagement letters, outside counsel guidelines, compliance processes, reporting, and operational procedures.

Core Competencies

Demonstrates expertise in compliance auditing, engagement letter management, and outside counsel guidelines, with a strong focus on operational efficiency and collaboration across legal and business teams. Bilingual in English and French, with excellent communication skills to effectively train and guide stakeholders.

Highest-signal resume keywords

• Engagement Letter Management
• Compliance Auditing
• Outside Counsel Guidelines
• Bilingualism in English and French
• Reporting and Metrics Preparation

ATS Optimization Keywords

Hard Skills

• Database Management Principles
• Engagement Letter Review
• Compliance Processes
• Operational Procedures
• Audit Findings Tracking

Soft Skills

• Excellent Verbal Communication
• Excellent Written Communication
• Collaborative Work Style
• Discretion and Professionalism

Industry Keywords

• Legal Services
• Professional Services
• Audit Compliance
• Client Obligations
• Process Improvement

Tools & Technologies

• Intapp Intake
• Intapp Terms