Bilingual Client Agreement Specialist

Job Description
McCarthy Tétrault is a leading Canadian law firm offering a full suite of legal and business solutions to clients in Canada and around the world. With offices in Toronto, Montréal, Québec City, Calgary and Vancouver, we provide challenging and rewarding career opportunities across the country. Recognized as one of  Canada’s Top 100 Employers  for eleven consecutive years and one of  Canada’s Best Diversity Employers  for fourteen consecutive years, our culture is guided by  The McCarthy Way —our shared approach to working with clients and with each other.

The McCarthy Way is built on four core elements:  Excellence , through attracting and developing top talent committed to delivering on our Client Commitment;  Collaboration , through seamless, integrated teamwork;  Inclusion , through eliminating barriers to belonging and success; and  Innovation , through delivering maximum value by embracing leading-edge technologies and approaches. Together, these principles shape how we work, lead, and grow—every day.

We are recruiting for a  Bilingual   Client Agreement Specialist to join our team in our  Quebec ,  Montréal ,  Toronto ,  Calgary  or  Vancouver office.  Bilingualism is required as this is a collaborative role at the national level and the candidate will be required to provide service to firm stakeholders in both French and English. McCarthy Tétrault employees benefit from a hybrid work environment.

As a Bilingual Client Agreement Specialist, you will be responsible for:

Engagement Letter Auditing & Compliance

Conducting audits of engagement letters to ensure compliance with firm policies, regulatory requirements, and client obligations.

Reviewing engagement letters for completeness, accuracy, and alignment with approved templates and standard provisions.

Identifying potential compliance concerns, and escalating issues as appropriate

Tracking audit findings and preparing reports highlighting trends and risks.

Providing training to Legal Assistants and Lawyers regarding the firm’s Engagement Letter requirements and processes.

Collaborating with lawyers, legal assistants, and business professionals to addressing deficiencies identified during audits.

Maintaining records relating to engagement letter reviews, audit results, and remediation activities.

Assisting with developing and updating engagement letter templates, standards, and best practices.

Outside Counsel Guidelines (OCGs) Management

Managing the administration of the firm's OCG process including:

Reviewing client intake forms in Intapp Intake to ensure that OCGs are correctly referenced and are up to date.

Identifying OCGs against the firm’s key client list, ensuring the most up-to-date OCGs are available and finalized.

Overseeing the management of OCG terms in Intapp Terms and ensuring that relevant approvals are in place.

Reviewing outside counsel requests and ensuring the collection of required supporting documentation.

Coordinating the review of outside counsel guidelines, retention agreements, and related documentation.

Monitoring compliance with firm policies governing the retention and management of external legal service providers.

Tracking engagement renewals, terminations, and other key milestones.

Serving as a point of contact for internal stakeholders regarding outside counsel matters and requirements.

Risk Management & Operational Support

Preparing reports, metrics, and dashboards relating to engagement letter compliance and outside counsel activity.

Identifying opportunities for process improvements and assisting with implementing operational efficiencies.

Leading the development, maintenance, and communication of policies and procedures.

Assisting with delivering training and guidance to firm personnel on engagement…