Outside Counsel Guidelines Analyst

About the role

Work closely with the Senior Manager of Conflicts and New Business Intake, Office of General Counsel, 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. Support department goals by identifying and mitigating contractual, ethical, operational, and business risks associated with client engagements and ensuring the effective utilization of the Firm’s Intapp Terms platform.

Responsibilities

• Under the direction of the Senior Manager of Conflicts and New Business Intake, General Counsel, and the New Business Committee, establish policies and procedures to identify and mitigate risks associated with client-prepared engagement documents and Intake Services processes.
• Oversee the management, implementation, and promulgation 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 facilitate the resolution of OCG-related issues, implementation of client requirements, and to ensure that processes and procedures align 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 regarding the interpretation, application, and management of Outside Counsel Guidelines and client engagement terms.
• Liaise with cross-functional teams to ensure alignment of processes and facilitate effective communication.
• Oversee the development of accurate records, documentation, and audit trails of risk assessment and compliance activities related to new client engagements and client-specific requirements.
• Direct the 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 such duties as directed.

Requirements

• Bachelor’s Degree or minimum of seven years of related experience; law firm or similar process management/risk management experience required.
• Management or leadership experience is preferred.
• Ability to prioritize and handle multiple projects at once while meeting deadlines and to work in a fast-paced environment with minimal supervision.
• Studies in areas directly applicable to the duties described (e.g., business administration, project management, management, paralegal/legal assistant, and finance) are desirable but not required.

Skills

• Demonstrated 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.
• Interpersonal communication skills necessary 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 and provide a quality work product under extremely tight deadline pressure.
• Strong attention to detail and organizational skills.
• Exhibit independent thinking and decision-making.
• Proven leadership skills and ability to effectively provide direction.
• Strong analytical, problem-solving, and risk assessment capabilities.
• Ability to exercise sound judgment and maintain confidentiality when handling sensitive client and Firm information.

Benefits

• Competitive salaries
• Performance Bonus Program
• Generous time off
• Generous retirement program including 401(k) Plan
• Group health, dental, and vision insurance
• Healthy Wellness Program
• Life insurance
• Voluntary accident insurance – self and family
• Short and long-term disability
• Pre-tax benefit programs

Work Environment

The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. The noise level in the work environment is usually moderate.