Law Firm
Phoenix, AZ
Attorney in Phoenix, AZ
Non-practicing Attorney
Min 3 yrs required
No
Client Agreements Manager
The candidate oversees and directs the general functions related to the acceptance, review, organization, and maintenance of various client agreements, is responsible for the oversight and management of the analysts who assist with same. Creates guidelines and provides oversight regarding the review and maintenance of client agreements documents, including Outside Counsel Guidelines (OCG), Due Diligence Questionnaires (DDQ), Engagement Letters (EL) to facilitate initial responses, processes for review, and maintaining clear repository and documentation of the engagement agreements in place for each client. Supervises and coordinates with Client Engagement leadership as well as other firmwide stakeholders to create and implement best practices and procedures related to the review and negotiation of OCG and other client agreements. With support from Conflicts management, takes primary responsibility for supervising the analysts within the Client Agreements team, and coordinates with the Conflicts managers and director regarding staffing, training, and resource needs. Oversees the maintenance of database records for client agreements to accurately reflect the engagement terms in effect for all clients. Tracks, analyzes, and summarizes provisions contained within client agreements for reporting to others within the firm for record-keeping and decision-making purposes. Handles multiple OCG and client agreements projects simultaneously, and works closely with Conflicts management, conflicts counsel, partners, and other leadership across the firm as needed to achieve objectives. Leverages available technology to assist in the analysis and maintenance of client agreements, including Intapp Open and Intapp Terms. Assists with the creation, documentation, and implementation of client agreements policies and procedures. Assists with the coordination of group mailboxes related to client agreements. Serves as a resource and a central point of contact for regarding client agreements. Manages the Client Agreement team, including hiring, training, development and providing direction and oversight of the essential job functions.
Jul 01, 2025
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