Miami - Outside Counsel Guidelines Attorney

Winston Taylor•Miami, FL

About The Position

The Outside Counsel Guidelines Attorney serves as a senior legal and risk-management resource within the Office of General Counsel/Conflicts Department. The role supports review, negotiation, governance, and implementation of outside counsel guidelines and related client-tendered terms, including non-standard engagement terms, client retention agreements, onboarding requirements, RFP terms, and panel terms. These terms may implicate conflicts, professional responsibility, pricing, billing, information security, privacy, records, AI and legal technology, audit rights, work product, and firmwide client strategy. The attorney coordinates with relationship partners and teams across Conflicts, New Business Intake, Pricing, Billing, Collections, Records, Information Security, Legal Technology/Privacy, Business Development, and the U.K./international risk function. The role identifies legal, ethical, operational, and commercial issues; develops recommendations; prepares client-facing responses; preserves approved firm protections; and supports consistent documentation of accepted terms and exceptions. The position may be hybrid or fully remote, and the employee must live within a commutable distance of a firm office. Winston Taylor describes itself as a transatlantic law firm operating in the U.S., U.K., Europe, Latin America, and the Middle East. It emphasizes hands-on work, responsibility, client service, and employee progression. The firm offers comprehensive benefits to full-time employees and their families.

Requirements

J.D. from an accredited law school.
Active bar membership in good standing in at least one U.S. jurisdiction.
At least three years of experience reviewing, drafting, negotiating, or advising on client engagement terms, outside counsel guidelines, professional responsibility issues, conflicts, risk management, commercial contracts, or comparable legal operations matters in a law firm, corporate legal department, or professional services environment.
Must reside within a commutable distance of a firm office.

Nice To Haves

Ability to identify legal, ethical, operational, and commercial risk in complex client-drafted terms and translate issues into clear recommendations.
Strong contract drafting, redlining, negotiation, written communication, and issue-spotting skills.
Ability to work with partners, attorneys, business professionals, and client-facing teams at all levels while maintaining discretion, professionalism, and sound judgment.
High attention to detail, strong organizational skills, and ability to manage multiple time-sensitive reviews simultaneously.
Proficiency with Microsoft Excel, working knowledge of AI-enabled tools, and ability to learn, adopt, and help operationalize new applications, platforms, and workflow technologies.
Experience in an Am Law 100 global law firm or similarly complex professional services environment.
Familiarity with conflicts rules, professional responsibility principles, engagement letters, identity-of-client provisions, advance waivers, and common OCG negotiation issues.
Experience with Intapp Open/New Business Intake, Intapp Terms, iManage, or other client-terms repositories or conflicts and intake systems.
Experience coordinating cross-functional legal or risk reviews across U.S., U.K., European, or other international stakeholders.
Practical legal judgment and risk calibration.
Clear, concise, partner-ready communication.
Process ownership and follow-through.
Collaborative influence across functions and jurisdictions.
Client-service orientation.
Confidentiality, discretion, and professionalism.

Responsibilities

Review and negotiate outside counsel guidelines, client-drafted engagement letters, panel terms, and RFP terms.
Lead responses to client diligence, compliance questionnaires, and other client requests requiring coordination across stakeholders.
Coordinate the OCG review workflow by triaging submissions, identifying stakeholders, circulating materials, consolidating comments, resolving conflicting feedback, and preparing partner-ready summaries and recommended negotiation positions.
Draft and revise client-facing responses, addenda, exception letters, markups, and explanatory comments that are practical, precise, and aligned with approved firm positions.
Advise relationship partners, client teams, RFP teams, and business professionals on proposed client terms, approved positions, and emerging risks.
Support client negotiation strategy by explaining standard firm positions and proposing acceptable fallback language.
Partner with Conflicts in new business intake to align engagement letters, terms, conflict waivers, client notes, and matter-opening conditions with OCGs.
Support harmonization of U.S. and U.K./international OCG review processes.
Maintain accurate records of negotiated positions, approved exceptions, client terms, communications, and implementation notes in designated firm repositories.
Develop, maintain, and update OCG playbooks, standard positions, approved fallback language, issue-spotting checklists, escalation protocols, and training materials.
Monitor recurring OCG issues and market trends and recommend process or policy improvements.
Provide periodic reporting on OCG volume, turnaround issues, recurring negotiation points, and process risks, and recommend practical improvements.
Perform other duties supporting the Office of General Counsel and client new business intake risk-management functions.
Provide response support for time-sensitive matters outside regular business hours when necessary.
Demonstrate a strong commitment to responsive, high-quality client service.

Benefits

Comprehensive healthcare benefits package.
Yearly retirement contribution.
May include an annual discretionary merit bonus.
Comprehensive benefits providing coverage and support for full-time employees and their families.

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