Engagement Terms Coordinator/Specialist
Fish & Richardson P.C. is a premier global intellectual property law firm trusted by innovative companies. They are seeking an Engagement Terms Coordinator/Specialist to support the new business intake process, prepare engagement letters, and maintain documentation to ensure efficient communication and workflow within the firm.
Responsibilities
- Coordinate intake by entering the required information into the Firm’s new business intake system and monitoring the intake process with the goal of minimizing workflow delays
- Support attorney and staff expectations by communicating project status and issues and escalating as appropriate
- Act as a point of contact for procedural guidance related to new matter intake and engagement terms document reviews
- Prepare Engagement Letters using established templates and guidelines, ensuring alignment with Firm policies and legal requirements
- Assist with the review of Engagement Letters and OCGs by coordinating with internal departments to identify relevant issues and help draft responses for internal and external stakeholders
- Maintain centralized documentation and serve as liaison for client engagement terms and information requests, ensuring timely and accurate communication
- Support client analysis projects by organizing data, coordinating with management and stakeholders, and contributing to cross-departmental efforts to meet Firm objectives
Skills
- Bachelor's degree in business administration or the equivalent experience
- At least 1 year related professional experience, preferably in the professional services industry
- Ability to recognize potential issues in requests and appropriately escalate to supervisors or subject matter experts
- Ability to summarize and organize information clearly and concisely for internal use or communication
- Proficient in standard Firm software tools (e.g. Outlook, Word, Excel, PowerPoint), with a willingness to learn and navigate new systems (e.g. billing/accounting, relational databases)
- Working knowledge of Adobe and Word
- Strong organizational skills, with the ability to prioritize tasks and meet deadlines in a fast-paced environment
- Ability to work independently with moderate supervision, while adhering to established timelines and procedures
- Demonstrated professionalism and effective communication, with a commitment to providing high-quality service
- Ability to be flexible and responsive to business needs, including adjusting work hours when necessary
- Ability to change and adapt to current and future responsibilities, circumstances, systems, team dynamics, and adherence to the firm's policies and procedures
- Knowledge of drafting and reviewing Engagement Letters and responding to client and internal questions regarding such documents
- Demonstrated understanding of law firm operations, including general awareness of client relationship dynamics
Benefits
- Comprehensive medical and dental coverage
- Generous paid time off
- Tuition reimbursement
- Award-winning retirement and profit sharing plans with employer contribution
- Back-up child care
- Health and wellness initiatives
Company Overview
Company H1B Sponsorship