Engagement Terms Specialist

Overview

This role supports the Risk Management Department as an Engagement Terms Specialist. The position is part of a remote-first team, with employees primarily working from home and no expectation of a regular in-office presence.

Responsibilities

• Coordinate intake by entering required information into the firm’s new business intake system and monitoring intake to minimize workflow delays.
• Communicate project status and issues to support attorney and staff expectations, escalating as appropriate.
• Serve as a point of contact for procedural guidance related to new matter intake and engagement terms document reviews.
• Prepare Engagement Letters using established templates and guidelines, ensuring alignment with firm policies and legal requirements.
• Assist with review of Engagement Letters and OCGs by coordinating with internal departments to identify relevant issues and help draft responses for internal and external stakeholders.
• Maintain centralized documentation and act as liaison for client engagement terms and information requests to ensure timely and accurate communication.
• Support client analysis projects by organizing data, coordinating with management and stakeholders, and contributing to cross-departmental efforts to meet firm objectives.

Requirements

• Bachelor’s degree in business administration or the equivalent experience.
• 3+ years of related professional experience, preferably in the legal or professional services industry.
• Ability to recognize potential issues in requests and appropriately escalate to supervisors or subject matter experts.
• Ability to summarize and organize information clearly and concisely for internal use or communication.
• Proficiency with standard software tools (e.g., Outlook, Word, Excel, PowerPoint) and willingness to learn and navigate new systems (e.g., billing/accounting, relational databases).
• Working knowledge of Adobe and Word are required.
• Strong organizational skills, with the ability to prioritize tasks and meet deadlines in a fast-paced environment.
• Ability to work independently with moderate supervision while adhering to established timelines and procedures.
• Demonstrated professionalism and effective communication, with a commitment to providing high-quality service.
• Flexibility and responsiveness to business needs, including adjusting work hours when necessary.
• Ability to adapt to changing responsibilities, circumstances, systems, team dynamics, and adherence to firm policies and procedures.
• Ability to work Pacific time zone hours is required.

Preferred Qualifications

• Knowledge of drafting and reviewing Engagement Letters and responding to client and internal questions regarding such documents.
• Demonstrated understanding of law firm operations, including general awareness of client relationship dynamics.

Location

• This role will support Pacific time zone hours.
• If in the central time zone, the hours for this role are 11am–7:30pm.
• For Minneapolis candidates: Employees who reside within commuting distance of the Minneapolis office are expected to attend a monthly in-person team meeting.

Compensation & Benefits

• Competitive pay and discretionary bonus opportunities along with a rich benefits package, including comprehensive medical and dental coverage, generous paid time off, and tuition reimbursement.
• Award-winning retirement and profit sharing plans with employer contribution.
• Family-friendly atmosphere with back-up child care, as well as health and wellness initiatives.
• Final compensation will be based on factors including education, experience, skills, professional background, overall qualifications, and location.

Estimated starting pay (based on stated workweeks):

• In Minneapolis and Chicago: $26.15–$32.82 per hour (based on a 37.5-hour workweek), equivalent to $51,000–$64,000 annually.
• In San Diego and Silicon Valley: $28.02–$35.16 per hour (based on a 35-hour workweek), equivalent to $51,000–$64,000 annually.