Client Terms Administrator
Core
Manage the collection, review, tracking, and maintenance of client engagement letters and terms of business across active legal matters.
Role type
Client Terms Administrator
Builds
Accurate, compliant, and properly maintained engagement documentation for the firm's legal practice.
Domain
Legal services / Contract administration
Required skills
Paralegal experience, document management, compliance monitoring, database maintenance, stakeholder coordination, Microsoft Office proficiency, time management
Preferred skills
Curiosity about new tech, interest in AI
Technologies
Microsoft Office (Outlook, Word, Excel, PowerPoint), Document Management Systems
Responsibilities
Coordinate with Legal Assistants, Lawyers, Partners, Business Development and Finance teams to obtain, track and maintain engagement letters and client terms; Review engagement documentation for completeness, accuracy, execution and compliance; Identify, escalate and follow up on missing, expired, unsigned or non-compliant documentation; Compare client terms against the firm's standard terms and escalate deviations; Upload, tag and manage engagement documents within the firm's document management system; Maintain accurate trackers, registers and databases to monitor the status of engagement documentation; Archive superseded documentation in line with document retention policies; Support internal audits and file reviews; Respond to internal queries and provide regular updates on outstanding documentation.
Seniority
Individual Contributor, entry to mid-level