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, with work 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 the intake process to help minimize workflow delays.
• Support attorney and staff expectations by communicating project status and issues and 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, identifying relevant issues, and helping 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 equivalent experience.
• 3+ years of 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 software tools (e.g., Outlook, Word, Excel, PowerPoint), with willingness to learn and navigate new systems (e.g., billing/accounting, relational databases).
• Working knowledge of Adobe and Word are required.
• Strong organizational skills, including 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 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.

Location Notes / Time Zone Requirements

• 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
  • tuition reimbursement
• Award-winning retirement and profit sharing plans with employer contribution.
• Back-up child care and 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

• 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.