Outside Counsel Guidelines Analyst

Posted Yesterday
Be an Early Applicant
2 Locations
In-Office or Remote
Senior level
Legal Tech
The Role
Review, implement, administer, and monitor Outside Counsel Guidelines and client engagement documents. Identify and mitigate contractual, ethical, operational, financial, and compliance risks; manage the Firm's Intapp Terms database; develop policies, workflows, reports, training, and audit trails; collaborate with cross-functional stakeholders to ensure compliance and continuous process improvement.
Summary Generated by Built In

Work closely with Senior Manager of Conflicts and New Business Intake, Office of General Counsel, New Business Committee,  and Firm management to oversee the review , implementation, administration, and compliance monitoring of Outside Counsel Guidelines (“OCGs”), client-prepared engagement documents, and other risk management operations within Intake Services. Support department goals by identifying and mitigating contractual, ethical, operational, and business risks associated with client engagements and ensuring the effective utilization of the Firm’s Intapp Terms platform. 

ESSENTIAL DUTIES AND RESPONSIBILITIES include the following:

  • Under the direction of the Senior Manager of Conflicts and New Business Intake, General Counsel and the New Business Committee, establish policies and procedures to identify and mitigate risks associated with client-prepared engagement documents and with Intake Services processes.
  • Oversee the management, implementation and promulgation of the Firm’s database of OCGs and client-prepared engagement documents to ensure compliance with client requirements and regulatory standards.
  • Review, analyze and interpret Outside Counsel Guidelines, engagement letters, and related client documentation to identify legal, ethical, operational, financial, and compliance risks.
  • Collaborate with attorneys, General Counsel, Billing, Finance, Practice Groups, Intake Services, and other stakeholders to facilitate the resolution of OCG-related issues, implementation of client requirements, and to ensure that processes and procedures align with Firm policies and industry best practices.
  • Maintain and enhance standard review procedures, workflows, and quality control measures related to the Terms program and client engagement documentation.
  • Identify trends and recurring issues in client requirements and recommend process improvements, policy enhancements and risk mitigation strategies.
  • Provide guidance and training regarding the interpretation, application and management of Outside Counsel Guidelines and client engagement terms.
  • Liaise with cross-functional teams to ensure alignment of processes and facilitate effective communication.
  • Oversee the development of accurate records, documentation and audit trails of risk assessment and compliance activities related to new client engagements and client-specific requirements.
  • Direct the generation of regular reports, metrics, analyses and dashboards to track and report compliance trends, OCG review activity, Intapp Terms utilization, and other key performance indicators.
  • Perform other such duties as directed.

EDUCATION AND EXPERIENCE:

Bachelor’s Degree or minimum of seven years of related experience, law firm or similar process management/risk management experience required.  Management or leadership experience is preferred. Must have the ability to prioritize and handle multiple projects at once while meeting deadlines and to work in a fast-paced environment with minimal supervision.  Studies in areas directly applicable to the duties described above (e.g. business administration, project management, management, paralegal/legal assistant, and finance) desirable but not required.

TECHNICAL SKILLS:

Demonstrated proficiency in Microsoft Office Suite.  Strong research skills. Knowledge of database architecture or programming a plus.  Proven aptitude to learn new software applications. Experience with Intapp Terms, contract lifecycle management systems, legal operations platforms, or comparable engagement management technologies strongly preferred.

OTHER SKILLS and ABILITIES:

Interpersonal communication skills necessary to maintain effective relationships with general counsels, partners, attorneys, clients and staff. Ability to interpret complex legal and contractual language and communicate requirements clearly to various stakeholders. Ability to work effectively and provide a quality work product under extremely tight deadline pressure.  Strong attention to detail and organizational skills.  Exhibit independent thinking and decision making.  Proven leadership skills and ability to effectively provide direction. Strong analytical, problem-solving and risk assessment capabilities. Ability to exercise sound judgment and maintain confidentiality when handling sensitive client and Firm information.


WORK ENVIRONMENT:

The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.  The noise level in the work environment is usually moderate.


How to Apply:

Interested individuals should apply directly via our job posting.


About Us:

BakerHostetler is recognized as one of the leading law firms in the country. With more than 1,000 attorneys located in 18 offices from coast to coast, BakerHostetler is a great place to work for those who seek professional and personal growth in a collaborative environment. We deliver the highest quality counsel to our clients, who include many of the nation’s largest and most well-known companies. BakerHostetler’s values have remained unchanged since our founding more than 100 years ago: dedication to the law, commitment to the highest standard of client service, continuous development of our people and active participation in the communities in which we work and live.


BakerHostetler offers a comprehensive and competitive benefit program.  Specific information is provided during the interview process.

  • Competitive Salaries
  • Performance Bonus Program
  • Generous Time Off
  • Generous Retirement Program including 401(k) Plan
  • Group Health, Dental and Vision Insurance
  • BHealthy Wellness Program
  • Life Insurance
  • Voluntary Accident Insurance – Self and Family
  • Short and Long-Term Disability
  • Pre-Tax Benefit Programs

Please visit www.bakerlaw.com for more information about our Firm.


Baker & Hostetler LLP is an Equal Opportunity Employer.


Equal Opportunity Employer
This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor.

Skills Required

  • Bachelor's degree or minimum of seven years of related experience
  • Law firm or similar process management / risk management experience
  • Management or leadership experience
  • Demonstrated proficiency in Microsoft Office Suite
  • Strong legal research skills and ability to interpret complex contractual language
  • Knowledge of database architecture or programming
  • Experience with Intapp Terms, contract lifecycle management systems, or legal operations platforms
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The Company
HQ: Cleveland, OH
2,059 Employees
Year Founded: 1916

What We Do

Recognized as one of the top firms for client service and quality of legal services, BakerHostetler is a leading law firm that helps clients around the world address their most complex and critical business and regulatory issues. With six core practice groups – Business, Digital Assets and Data Management, Intellectual Property, Labor and Employment, Litigation, and Tax – the firm has lawyers in offices coast to coast, serving clients across the United States and in more than 100 countries. Baker & Hosteler LLP was founded in 1916 by Newton D. Baker, Joseph C. Hostetler and Thomas L. Sidlo. Today, we have more than 1,000 attorneys contributing to the success of our clients. The values they share are the same ideals on which our firm was founded: love and respect for the law, respect for each other, and the courage to make hard decisions on the basis of what they know to be right. BakerHostetler on Twitter: @BakerHostetler

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