Engagement Letter Coordinator

Engagement Letter Coordinator

O'Hagan Meyer LLC, a law firm located in the Chicago Loop, is seeking a detail-oriented, highly organized, and self-motivated Engagement Letter Coordinator to join our team. The engagement letter coordinator will manage the end-to-end process of creating, distributing, and tracking client engagement letters. This role combines administrative, project management, and client service skills to ensure clear communication and to establish a formal attorney-client relationship. The ideal candidate will possess strong communication skills and the ability to work collaboratively with attorneys and clients nationwide.

Key responsibilities :

• Document coordination and management : Manages the flow of engagement letters and related documents, including drafting, proofreading, and processing. This involves organizing the firm's templates and ensuring all necessary information, such as the scope of services, fees, and responsibilities, is accurately captured for each new matter.
• Workflow oversight : Tracks and monitors the status of engagement letters from creation to final execution. This includes following up with attorneys and legal assistants to ensure timely signatures and compliance with firm policy and ethical standards.
• Database maintenance : Ensures client and engagement data are accurately recorded and updated in the firm's financial system.
• Compliance and risk management : Works with attorneys and management to ensure all engagement letters adhere to the firm's policies and legal or ethical requirements. This includes verifying proper conflict-of-interest checks and other disclosures.
• Communication : Serves as a point of contact for attorneys and internal teams regarding the engagement letter process. They answer inquiries and facilitate smooth, professional client intake experience.
• Process improvement : Identifies and recommend improvements to streamline the engagement letter process. This can involve leveraging technology, such as electronic signature software, or optimizing workflows to reduce bottlenecks and improve efficiency.