California Engagement Terms Specialist

Job Summary

Working remotely in a full-time capacity, the California Engagement Terms Specialist will coordinate new business intake processes, prepare and review Engagement Letters, and serve as a point of contact for procedural guidance while supporting attorney and staff expectations.

Key responsibilities

• Coordinate intake by entering required information into the business intake system and monitoring the process to minimize workflow delays
• Prepare and review Engagement Letters, ensuring compliance with Firm policies and legal requirements
• Maintain centralized documentation and act as a liaison for client engagement terms and information requests

Required qualifications

• Bachelor's degree in business administration or equivalent experience
• 3+ years of related professional experience, preferably in the legal or professional services industry
• Knowledge of drafting and reviewing Engagement Letters
• Strong organizational skills with the ability to prioritize tasks and meet deadlines
• Proficient in standard Firm software tools, including Outlook, Word, Excel, and PowerPoint