Outside Counsel Guidelines Analyst

Overview

This role involves working closely with the Senior Manager of Conflicts and New Business Intake, the Office of General Counsel, the New Business Committee, and firm management to oversee the review, implementation, administration, and compliance monitoring of Outside Counsel Guidelines (OCGs), client-prepared engagement documents, and other risk management operations within Intake Services. The position supports department goals by identifying and mitigating contractual, ethical, operational, and business risks associated with client engagements and ensuring effective utilization of the firm's Intapp Terms platform.

Responsibilities

• Establish policies and procedures under the direction of senior leadership to identify and mitigate risks related to client-prepared engagement documents and Intake Services processes.
• Oversee management, implementation, and dissemination of the firm's database of OCGs and client-prepared engagement documents to ensure compliance with client requirements and regulatory standards.
• Review, analyze, and interpret Outside Counsel Guidelines, engagement letters, and related client documentation to identify legal, ethical, operational, financial, and compliance risks.
• Collaborate with attorneys, General Counsel, Billing, Finance, Practice Groups, Intake Services, and other stakeholders to resolve OCG-related issues, implement client requirements, and align processes with firm policies and industry best practices.
• Maintain and enhance standard review procedures, workflows, and quality control measures related to the Terms program and client engagement documentation.
• Identify trends and recurring issues in client requirements and recommend process improvements, policy enhancements, and risk mitigation strategies.
• Provide guidance and training on the interpretation, application, and management of Outside Counsel Guidelines and client engagement terms.
• Liaise with cross-functional teams to ensure process alignment and effective communication.
• Oversee development of accurate records, documentation, and audit trails of risk assessment and compliance activities related to new client engagements and client-specific requirements.
• Direct generation of regular reports, metrics, analyses, and dashboards to track and report compliance trends, OCG review activity, Intapp Terms utilization, and other key performance indicators.
• Perform other duties as assigned.

Requirements

• Bachelor’s Degree or a minimum of seven years of related experience in a law firm or similar process management/risk management environment.
• Management or leadership experience preferred.
• Ability to prioritize and manage multiple projects simultaneously while meeting deadlines in a fast-paced environment with minimal supervision.
• Studies in business administration, project management, management, paralegal/legal assistant, or finance are desirable but not required.
• Proficiency in Microsoft Office Suite.
• Strong research skills.
• Knowledge of database architecture or programming is a plus.
• Proven aptitude to learn new software applications.
• Experience with Intapp Terms, contract lifecycle management systems, legal operations platforms, or comparable engagement management technologies strongly preferred.
• Strong interpersonal communication skills to maintain effective relationships with general counsels, partners, attorneys, clients, and staff.
• Ability to interpret complex legal and contractual language and communicate requirements clearly to various stakeholders.
• Ability to work effectively under tight deadlines and produce quality work.
• Strong attention to detail and organizational skills.
• Independent thinking and decision-making capabilities.
• Proven leadership skills and ability to provide effective direction.
• Strong analytical, problem-solving, and risk assessment capabilities.
• Ability to exercise sound judgment and maintain confidentiality when handling sensitive client and firm information.

Work Environment

The work environment is typically moderate in noise level. Reasonable accommodations may be made to enable individuals with disabilities to perform essential functions.

Compensation & Benefits

• Competitive salaries
• Performance bonus program
• Generous time off
• Retirement program including 401(k) plan
• Group health, dental, and vision insurance
• Wellness program
• Life insurance
• Voluntary accident insurance for self and family
• Short and long-term disability coverage
• Pre-tax benefit programs

Location

Information about the specific office location is provided during the interview process.