Engagement Terms Specialist

Fish & Richardson•San Diego, CA

10d•Remote

About The Position

Fish & Richardson is hiring an Engagement Terms Specialist for its 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; employees in the Central time zone work 11:00 a.m. to 7:30 p.m. The specialist coordinates new matter intake, prepares and supports reviews of engagement documents, communicates progress and issues, and maintains documentation and client-request information. The role also supports client analysis projects and cross-departmental efforts. Final compensation depends on factors including education, experience, skills, professional background, qualifications, and location. Estimated starting pay is $26.15–$32.82 per hour in Minneapolis and Chicago, or $28.02–$35.16 per hour in San Diego and Silicon Valley; both ranges are stated as equivalent to $51,000–$64,000 annually.

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 for internal use or communication.
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 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 experience in the legal or professional services industry is preferred.
Knowledge of drafting and reviewing engagement letters and responding to client and internal questions about such documents is preferred.
Demonstrated understanding of law firm operations, including general awareness of client relationship dynamics, is preferred.

Responsibilities

Coordinate intake by entering required information into the firm’s new business intake system and monitoring progress to minimize workflow delays.
Communicate project status and issues to attorneys and staff, and escalate as appropriate.
Provide procedural guidance on new matter intake and engagement terms document reviews.
Prepare engagement letters using established templates and guidelines, consistent with firm policies and legal requirements.
Assist with reviews of engagement letters and outside counsel guidelines (OCGs) by coordinating with internal departments to identify relevant issues and helping draft responses for internal and external stakeholders.
Maintain centralized documentation and act 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.