Engagement Terms Specialist

Overview

This role supports the Risk Management Department as an Engagement Terms Specialist. The position is part of a remote-first group of professionals, with employees working primarily 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 serve as a liaison for client engagement terms and information requests, ensuring 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 related professional experience, preferably in the legal or professional services industry.
• Knowledge of drafting and reviewing Engagement Letters and responding to client and internal questions regarding such documents is preferred.
• Demonstrated understanding of law firm operations, including general awareness of client relationship dynamics is preferred.
• 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 in standard firm 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 is 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.
• Ability to be flexible and responsive to business needs, including adjusting work hours when necessary.
• Ability to change and adapt to current and future responsibilities, circumstances, systems, team dynamics, and adherence to firm policies and procedures.
• Ability to work pacific time zone hours is required.
• For Minneapolis candidates: Employees who reside within commuting distance of the Minneapolis office are expected to attend a monthly in-person team meeting.
• This role will support pacific time zone hours. If in the central time zone the hours for this role are 11am-7:30pm.

Compensation & Benefits

• Competitive pay and discretionary bonus opportunities along with a 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 a variety of factors including education, experience, skills, professional background, overall qualifications, and location.

Estimated starting pay (based on a 37.5-hour workweek):

• In Minneapolis and Chicago: $26.15 - $32.82 per hour, equivalent to $51,000 - $64,000 annually.

Estimated starting pay (based on a 35-hour workweek):

• In San Diego and Silicon Valley: $28.02 - $35.16 per hour, equivalent to $51,000 - $64,000 annually.

Location

Remote-first role supporting pacific time zone hours.

• For Minneapolis candidates: Monthly in-person team meeting for employees within commuting distance of the Minneapolis office.