Analyst, Terms of Business (New Client and Matter Intake)

Practice Group / Department:

Client Due Diligence

Job Description

We are a global law firm with a powerful strategic focus and real momentum. Our industry-focused strategy is seeing us take on pioneering work in places that others have yet to reach. Our shared values define our culture and our workplace. You will find us to be unusually collegial, team-oriented, and ready to innovate. We work seamlessly across practices, offices and around the world. This elimination of boundaries has allowed us to evolve into a law firm that works as hard for its culture as it does for its clients.

The Terms of Business Analyst will be responsible for uploading terms of business documents onto the Intapp Terms platform and tagging relevant clauses within a range of documents in line with agreed regional processes and policies. Documents to be tagged include, but are not limited to, Outside Counsel Guidelines, Billing Guidelines and IT Security terms. The clauses to be reviewed and tagged range from conflicts of interest, risk and compliance, finance, billing, matter management, data protection and IT security.

The Intapp Terms platform will act as a single source of truth for client terms globally. This role is critical for ensuring stakeholders are aware and comply with client commitments. This role reports to the Global Terms of Business Service Owner.

We offer a hybrid working policy which requires being in the office on an as needed basis. It is expected that this position may work remotely, unless requested to come into the office by their supervisor. Occasional travel may be required.

Responsibilities include, but are not limited to:

• Responsible for the upload of client terms, tagging of clauses using AI and the categorization of documents within Intapp Terms in line with policy, process, agreed Service Level Agreements (SLAs) and Key Performance Indicators (KPIs).
• Act as a Subject Matter Expert (SME) in the use of Intapp Terms, terms of business interpretation and tagging of relevant clauses to reflect agreed contractual terms. Comprehensive training will be provided. Responsible for ensuring documents are uploaded and tagged correctly in a consistent manner.
• Undertaking a preliminary review of client terms documentation to triage requests and ensure action is taken by the appropriate team.
• Creating a central record of client terms and ensuring client terms are consistent across the Global Firm.
• Assisting with document comparison and flagging key changes to relevant stakeholders.
• Implementing alerts and reminders within the system where applicable.
• Liaising with relevant review teams including Compliance and Finance on related issues and providing updates where required.
• Monitoring developments in relation to client terms and communicating with stakeholders to inform them of any update or resolution.
• Handling confidential documents of varying levels of complexity.
• Dealing with queries from teams across all regions regarding client engagement terms.
• Engaging and collaborating with team members through the presentation of ideas and recommendations regarding best practice, continuous improvement, departmental processes, policies, and procedures.
• Supporting the team on various tasks as needed such as reporting and ad-hoc projects as required.

Other duties

Please note this job description does not cover or contain all activities, duties or responsibilities that are required of the employee for this job. Duties, responsibilities and activities may change at any time with or without notice.

Qualifications and job-related skills

• Bachelor’s degree
• Previous use of Intapp legal practice management products (Terms & Open) preferred
• Previous experience in contract management or an analytical role
• Proficient in Microsoft Office Suite
• Ability to learn Intapp Terms of Business
• Strong attention to detail
• Excellent interpersonal skills with a positive attitude
• Shows a willingness to learn and develop skills
• Embraces and promotes the use of technology and proactively identifies opportunities to improve ways of working
• Excellent communication and administrative skills
• Ability to engage and collaborate with stakeholders and team members across global locations
• Excellent time management and organizational skills, with the ability to work well under pressure, manage workloads, meet deadlines, and prioritize efficiently
• Ability to carry out responsibilities in a way which supports the firm's values and promotes its equal opportunities and diversity principles

Norton Rose Fulbright US LLP is an Equal Opportunity/Affirmative Action Employer and complies with all applicable federal laws and