Client Agreement Auditor

Jobtailor; Vancouver; On-site; CAD 60,000 - 90,000; Full time

Job summary

Jobtailor in Vancouver, Canada, seeks an Engagement Letter Auditor to ensure compliance with firm policies, client obligations, and regulatory requirements. You will review letters, manage outside counsel guidelines (OCG) and intake processes using Intapp Intake and Intapp Terms.

You will train colleagues, track findings, produce dashboards, and drive process improvements while maintaining confidentiality and collaborating with lawyers and business teams.

Qualifications

• Post-secondary education or equivalent experience related to database management principles.
• 3–5 years of related experience, ideally in a legal or professional services environment.
• Bilingual English/French with excellent verbal and written communication is an asset.
• Experience with Intapp Intake and Intapp Terms.
• Knowledge of engagement letter auditing, compliance, and outside counsel guidelines processes.
• Ability to maintain confidentiality and handle sensitive information with discretion and professionalism.
• Ability to work collaboratively with lawyers, legal assistants, and business professionals.

Responsibilities

• 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 escape compliance concerns.
• Track audit findings and prepare reports on 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 current OCGs are available and finalized.
• 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 key milestones.
• Serve as an internal point of contact for outside counsel matters & requirements.
• Prepare reports, metrics, and dashboards relating to engagement letter compliance and outside counsel activity.
• Identify process improvement opportunities 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.

Skills

Engagement Letter Auditing

Intapp Intake

Intapp Terms

Compliance Management

Bilingual English/French

Education

Post-secondary education related to 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 escape compliance concerns
• Track audit findings and prepare reports on 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 current OCGs are available and finalized
• 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 key milestones
• Serve as an internal point of contact for outside counsel matters and requirements
• Prepare reports, metrics, and dashboards relating to engagement letter compliance and outside counsel activity
• Identify process improvement opportunities 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

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
• Experience with Intapp Intake
• Experience with Intapp Terms
• Knowledge of engagement letter auditing, compliance, and outside counsel guidelines processes
• Ability to maintain confidentiality and handle sensitive information with discretion and professionalism
• Ability to work collaboratively with lawyers, legal assistants, and business professionals

Core Competencies

Demonstrates expertise in engagement letter auditing, compliance, and outside counsel guidelines processes, with a strong ability to collaborate effectively with legal professionals and maintain confidentiality. Proficient in using Intapp Intake and Intapp Terms to manage compliance and operational efficiencies.

Highest-signal resume keywords

• Engagement Letter Auditing
• Intapp Intake
• Intapp Terms
• Compliance Management
• Bilingual (English/French)

Hard Skills

• Engagement Letter Review
• Audit Reporting
• Database Management Principles
• Process Improvement
• Operational Efficiency

Soft Skills

• Verbal Communication
• Written Communication
• Collaboration
• Discretion
• Professionalism

Industry Keywords

• Compliance Requirements
• Outside Counsel Guidelines
• Legal Services Environment
• Audit Findings
• Engagement Letter Templates

Tools & Technologies

• Intapp Intake
• Intapp Terms