- to review client own form Outside Counsel Guidelines and amendments to A&O Terms of Engagement;
- to receive, review, monitor and (where appropriate) keep a central record of Outside Counsel Guidelines agreed with clients.
- to remind lawyers of the need to ensure that Outside Counsel Guidelines and the Terms of our Engagement are clear and documented and to advise lawyers on unusual/non-standard terms (including reviewing client own form Outside Counsel Guidelines) and on aspects of the firm's engagement terms policy;
- to ensure that A&O's Engagement Terms' policies and processes are kept to up to date and meet A&O's business and regulatory requirements;
- to process requests from Partners for A&O to accept new legal matters including, in particular, performing anti-money laundering and background checks on new clients and performing conflicts checks (within internal databases) on each new matter (for both new and existing clients);
- to obtain from relevant lawyers required evidence of identity for new clients (and existing clients for whom the practice has done no work in the preceding two years and whose ownership or control may therefore have changed in the intervening period);
- to screen and analyse conflict search results and, in consultation with the originating lawyers, determine whether or not the new legal matter is clear of conflicts and appropriate for the practice to take on;
- to authorise the opening of new legal matters when checks have been completed and any issues or problems satisfactorily resolved;
- to facilitate resolution of legal conflict issues in consultation, where appropriate, with A&O senior management. Role & Responsibilities
- Being an in-house legal specialist in relation to client form Outside Counsel Guidelines (OCG) and A&O own form Engagement Terms (Terms).
- Providing expert advice and counsel to Partners and senior BD staff to support the negotiation/agreement of Terms/OCG with our Clients.
- Analysing and resolving (or, where appropriate, facilitating resolution of) professional, legal, regulatory and commercial issues relating to OCG and Terms arising from reviews of such terms and/or which are referred by BAU analysts, paralegals and by Partners and all other levels of lawyer and support staff.
- Exercising judgment as to when to refer issues of the type listed above to the Head of Engagement Terms and OCGs (the Head) and facilitating the resolution of any such issues referred.
- Responding to queries relating to OCG and Terms.
- Assisting the Head in monitoring changes in practice, professional rules, regulations and the law as affects OCG and Terms globally so that these can be reflected in A&O's guidance to Partners, its standard form precedent Terms (including International Standard Terms of Business (ISTOB)) and the business acceptance and client engagement policies/processes.
- Supporting the Head in the creation and maintenance of precedents and know-how resources relating to OCG and Terms for use within the team and the development of appropriate Terms/OCG know how and policies, a database of OCG and standard form precedents for use throughout the firm.
- Assisting the Head in managing the day to day operations in relation to:
- development of the Engagement Terms Team's regulatory and commercial expertise regarding OCG and Terms;
- day to day performance in terms of quality of service, fulfilment of the team's role as set out above and its speed of turnaround regarding OCG and Terms; and
- an enquiry line regarding OCG and Terms.
- Proactively seek to streamline process and increasing efficiency within the Engagement Terms Team. Assisting the Head in the creation, maintenance, on-going development and implementation of the firm's global Terms/OCG policies, processes and systems
- Assisting the Head in the design, implementation and delivery of training presentations and other development programmes for A&O lawyers and support departments regarding OCG and Terms.
- Assisting the Head in retrospectively auditing OCG's and Terms that are currently in place and identifying any constraints that apply to A&O, the responsible partners/business support professionals, and documenting review dates. Who we are looking for
- Experience of people management and an interest in, and potential for, developing mentoring skills.
- Commercially minded and possessing a strong legal skill set.
- Ability to analyse facts and scenarios thoroughly (yet quickly) and to proactively put forward resolutions to legal and commercial problems;
- Excellent task/project management skills and a proven ability to manage multiple tasks/projects under time pressure;
- Strong interest in legal technology and finding technology-based solutions to achieve process improvements and efficiency.
- Enthusiastic, self-motivated and pro-active. What you will have
- Qualified lawyer with significant experience of contract/commercial law and contract reviews.
- Excellent communication skills at all levels.
- A proven ability to work independently and proactively and take the lead in driving projects forward to completion.
- Self-motivation and ability to manage new and varied challenges.
- Excellent attention to detail.
- Collaborative approach and ability to work well in a team.
- A commercial-minded, can-do attitude, with excellent communication skills and ability to influence.
- Flexibility outside usual working hours if and when dictated by business requirements.
- Experience with a top tier firm or other professional services firm with a strong background in commercial, M&A or finance transactions or dispute resolution is highly advantageous.
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Description
A&O Shearman is a new global industry-leading law firm, with 48 offices in 29 countries worldwide. Our fluency in English law, US law, and the laws of the world's most dynamic markets, enables us to provide unmatched insight and seamless delivery to clients. We work on challenging and important deals and disputes that have the potential to shape the future.We offer exceptional opportunities for our people; opportunities to work for the world's leading businesses; to transform the status quo, and to deliver your best work, helping you and your career to thrive, while delivering unparalleled outcomes for our clients.
Whether you're helping clients solve complex challenges, transforming the ways we manage our business, or ensuring the smooth-running of our operations, this is an environment where you can belong and excel. We provide first-rate training and development, we are committed to diversity, equity and inclusion and we provide support and ways of working that help you optimise your wellbeing.
What truly defines a career with us? We recruit the best and ask for the best of you. And together, we will redefine success.
Department Purpose
The role of the Business Acceptance Unit is:
