Engagement Terms Specialist
About The Position
Fish & Richardson is hiring an Engagement Terms Specialist for its fast-paced Risk Management Department. The role is part of The Hub, the firm’s remote-first group of professionals. Hub employees work primarily from home, with no expectation of a regular in-office presence. Employees residing within commuting distance of the Minneapolis office are expected to attend a monthly in-person team meeting. The role supports Pacific time zone hours; for employees in the Central time zone, the schedule is 11:00 a.m.–7:30 p.m. The specialist coordinates new-business intake, monitors workflow, communicates project status and issues, and provides procedural guidance on intake and engagement-terms reviews. The role prepares engagement letters using established templates and guidelines, helps review engagement letters and outside counsel guidelines (OCGs), maintains centralized documentation, responds to client engagement-terms and information requests, and contributes to client analysis projects.
Requirements
- Bachelor’s degree in business administration or equivalent experience.
- At least 3 years of related professional experience.
- Ability to recognize potential issues in requests and escalate them appropriately to supervisors or subject-matter experts.
- Ability to summarize and organize information clearly and concisely.
- Proficiency with standard firm software tools such as Outlook, Word, Excel, and PowerPoint, and willingness to learn new systems such as billing/accounting systems and relational databases.
- Working knowledge of Adobe and Word.
- Strong organizational skills and 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.
- Professionalism and effective communication, with a commitment to 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 firm policies and procedures.
- Ability to work Pacific time zone hours.
Nice To Haves
- Related professional experience in the legal or professional services industry.
- Knowledge of drafting and reviewing engagement letters and responding to client and internal questions about those documents.
- Understanding of law firm operations, including general awareness of client relationship dynamics.
Responsibilities
- Coordinate intake by entering required information into the firm’s new-business intake system and monitoring the process to minimize workflow delays.
- Communicate project status and issues to attorneys and staff, escalating matters as appropriate.
- Provide 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 reviews 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.
Benefits
- Competitive pay and discretionary bonus opportunities.
- Comprehensive medical and dental coverage.
- Generous paid time off.
- Tuition reimbursement.
- Retirement and profit sharing plans with employer contribution.
- Back-up child care.
- Health and wellness initiatives.
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
