Client Agreement Specialist
About the job
- Post-secondary education or equivalent experience related to database management principles.
- A minimum of 3-5 years of related experience, ideally acquired in a legal or professional services environment.
- Bilingual English and French language proficiency with strong verbal and written communication skills is required for service to firm stakeholders in both languages.
- Conduct audits of engagement letters to ensure compliance with firm policies, regulatory requirements, and client obligations.
- Review engagement letters for completeness, accuracy, and alignment with approved templates and standard provisions.
- Identify potential compliance concerns and escalate issues as appropriate.
- Track audit findings and prepare reports highlighting trends and risks.
- Provide training to Legal Assistants and Lawyers regarding the firm's engagement letter requirements and processes.
- Collaborate with lawyers, legal assistants, and business professionals to address deficiencies identified during audits.
- Maintain records relating to engagement letter reviews, audit results, and remediation activities.
- Assist with developing and updating engagement letter templates, standards, and best practices.
- Administer the firm's Outside Counsel Guidelines process.
- Review client intake forms in Intapp Intake to ensure that Outside Counsel Guidelines are correctly referenced and up to date.
- Identify Outside Counsel Guidelines against the firm's key client list, ensuring the most up-to-date guidelines are available and finalized.
- Oversee the management of Outside Counsel Guidelines terms in Intapp Terms and ensure that relevant approvals are in place.
- Review outside counsel requests and ensure the collection of required supporting documentation.
- Coordinate the review of outside counsel guidelines, retention agreements, and related documentation.
- Monitor compliance with firm policies governing the retention and management of external legal service providers.
- Track engagement renewals, terminations, and other key milestones.
- Serve as a point of contact for internal stakeholders regarding outside counsel matters and requirements.
- Prepare reports, metrics, and dashboards relating to engagement letter compliance and outside counsel activity.
- Identify opportunities for process improvements and assist with implementing operational efficiencies.
- Lead the development, maintenance, and communication of policies and procedures.
- Assist with delivering training and guidance to firm personnel on engagement letter and outside counsel processes.
- Maintain confidentiality and handle sensitive information with discretion and professionalism.
- Perform additional duties and responsibilities as assigned.
About the company
McCarthy Tétrault provides a broad range of legal services to Canadian and international clients on large, complex matters. Its work is organized around a collaboration-driven model that pools the firm’s legal talent, industry knowledge, and practice experience to tailor advice and deliver customized solutions. The firm has offices in Canada’s major commercial centers as well as New York City and London, enabling cross-border support. It offers integrated services across business law, litigation, tax, real estate, and labour and employment law. How it works: teams from different practice areas work together to understand a client’s goals, then draft, negotiate, litigate, or advise as needed to reach those goals. How it differs: the collaboration model and wide, cross-border reach distinguish it from peers, combining deep expertise with practical, client-focused delivery. The goal: help clients achieve the results that matter to them by providing practical, coordinated legal support.
Company Size
1,001-5,000
Company Stage
N/A
Total Funding
N/A
Headquarters
Toronto, Canada
Founded
1855
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Simplify's Take
What believers are saying
- Sunil Kapur announced eight equity and sixteen income partners on January 6, 2026.
- Michelle Yung, Ana Badour, Terri-Lee Oleniuk, and Mark Johnson joined in 2026.
- Benchmark's September 2026 clean sweep confirms litigation dominance despite talent churn.
What critics are saying
- Timothy Ellam left in March 2026; Junior Sirivar joined Blake in February 2026.
- Benchmark noted 2026 losses of prominent litigators to rivals.
- Partner poaching from Bennett Jones, Equitable Bank, and Lavery strains integration.
What makes McCarthy Tétrault unique
- Sunil Kapur has led since January 2025, preserving firmwide continuity.
- McCarthy Tétrault spans Toronto, Calgary, Montréal, New York, and London.
- Integrated benches in fintech, energy, and disputes support complex national mandates.
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Benefits
Wellness Program
Hybrid Work Options
Professional Development Budget
Health Insurance
Company News
McCarthy Tétrault welcomes Marie-Ève Martineau, expanding health law and professional liability expertise in Québec. September 28, 2026 News McCarthy Tétrault LLP is pleased to welcome Marie-Ève Martineau as a Counsel in its Montréal office in the Litigation and Dispute Resolution Group. With more than 20 years of experience as a litigator, Marie-Ève brings exceptional advocacy skills and deep health sector knowledge to clients across Québec. Marie-Ève advises clients on medical professional liability and health law and social services matters, and brings a deep understanding of Québec's health institutions and the laws, regulations, directives and standards that govern health care in the province, including the roles and responsibilities of those who work within it. She has served as lead counsel at trial and on appeal, on dispute resolution options, and has appeared before the Supreme Court of Canada. Much of her career has been spent acting for plaintiffs in health law and social services disputes, offering clients a broad, dual perspective on the challenges they face and the solutions available. "Marie-Ève's reputation for excellence and her command of Québec health law make her a terrific addition to our Litigation and Dispute Resolution practice, which is already the strongest in Canada," said Tom Sutton, National Litigation and Dispute Resolution Practice Group Leader. "Her nuanced expertise provides clients in the sector with a genuine advantage on their complex disputes." "I'm thrilled to join McCarthy Tétrault and work alongside such an outstanding team of litigators," said Marie-Ève. "The Firm's collaborative culture and its strength in Québec create an ideal environment to help clients navigate health law and social services challenges." Marie-Ève is a former instructor at the École du Barreau du Québec and a frequent speaker at conferences for the health, business and legal sectors. About its Litigation and Dispute Resolution Group. McCarthy Tétrault's Litigation Group gets to the heart of the real business issues, manages matters with objectivity and clarity and buffers your company against disruption. McCarthy Tétrault LLP do not waste time or reputation on pointless posturing. McCarthy Tétrault LLP seek satisfactory resolution or a successful outcome in court. Major businesses count on McCarthy Tétrault when they confront complex disputes, whether in Canada or internationally. Through its offices across Canada, McCarthy Tétrault LLP provide all the resources needed to handle complex and multijurisdictional disputes in either official language. Learn how its team can help you. About McCarthy Tétrault. McCarthy Tétrault LLP provides a broad range of legal services, advising on large and complex assignments for Canadian and international interests. The Firm has a substantial presence in Canada's major commercial centres as well as in New York City and London, UK. Built on an integrated approach to the practice of law and delivery of innovative client services, the Firm brings its legal talent, industry insight and practice experience to help clients achieve the results that are important to them. For further information, or to request an interview with a McCarthy Tétrault lawyer, please contact [email protected].
McCarthy Tétrault appoints Michelle Yung to real estate group. The new partner has worked across Western Canada on all aspects of commercial real estate PHOTO: Michelle F. Yung Michelle F. Yung has joined McCarthy Tétrault's real estate group in Calgary as a partner. She makes the jump from Bennett Jones, where she was a partner for over four years. She has worked with landlords, tenants, and property managers throughout Western Canada. The Lexpert-ranked lawyer has tackled matters involving the shopping centre, retail, office, mixed-use, and industrial sectors. She has handled issues across all aspects of commercial real estate. Yung has advised on commercial leasing; the financing, acquisition and disposition of real estate assets; and rezoning, subdivision, development, and building permit processes. She has also represented bidders, contractors, and public authorities on the development of large infrastructure projects. She assisted a Europe-based investor as it acquired mixed-use office and retail complex The Post. She also advised a logistics and warehousing company on its pickup of a large industrial property in downtown Vancouver for $150 million. Moreover, Yung helped a property owner negotiate with ICBC on the lease for a ~165,000 square foot headquarters within a new mass timber office development. "Clients increasingly need advisors who understand not only the legal aspects of a transaction, but also the commercial realities influencing investment, development and operations. Michelle's combination of private practice and in-house experience makes her an outstanding addition to our national real estate platform," said Tzen-Yi Goh, who leads McCarthy Tétrault's real estate group, in a statement. "Her experience across leasing, acquisitions, dispositions and development matters further strengthens our ability to support clients throughout Western Canada and across the country." Yung served as legal counsel at The Cadillac Fairview Corporation Limited from 2014 to 2016, according to LinkedIn. She also logged stints at Borden Ladner Gervais LLP, where she was an associate, and at Farris, Vaughan, Wills & Murphy, where she was an articled student. Lexpert featured Yung in its Special Edition on Global Mining. She is also a repeatedly recommended lawyer in the category of "real estate - commercial leasing." She was called to the Alberta bar this year and to the British Columbia bar in 2014. She holds a JD from Dalhousie University and a BA from the University of British Columbia. In addition to her legal practice, Yung is a volunteer clinician with the Access Pro Bono Society of BC. She also sits on the Atira Women's Resource Society board. Lawyer(s).
Respected public interest lawyer, Bennett Jensen, joins McCarthy Tétrault as its first-ever pro bono counsel. September 21, 2026 News McCarthy Tétrault is happy to welcome Bennett Jensen as the Firm's first dedicated pro bono counsel. Bennett is a highly regarded and lauded human rights advocate with an impressive list of accolades that honour his career-long dedication to protecting marginalized groups and individuals. As McCarthy Tétrault reinvigorates its award-winning pro bono program, Bennett joins McCarthy Tétrault LLP at an exciting time to support its lawyers and other professionals with their community work. He'll fortify its relationships with new and existing community partners to continue delivering meaningful outcomes in public interest matters. Bennett was previously the Director of Legal at Egale Canada, where he relaunched the organization's internal legal function and led the organization's strategic vision for advancing 2SLGBTQI legal rights and a Canada-wide response to anti-trans policy and legislative efforts. Between 2020-2022, Bennett served as Policy Advisor and then Director of Legal to the Minister of Justice and Attorney General of Canada, where he advised the AG, Prime Minister's Office and other Ministers on high-profile litigation affecting the federal government. He played a key role in the passage of Bill C-4, which banned conversion therapy in Canada. Bennett was also a litigator and pro bono attorney at Paul Weiss in the U.S., leading the firm's broad-scale responses to national human rights and civil rights crises, including the Muslim travel ban and the child-parent separation crisis at the U.S.-Mexico border. Bennett began his legal career at the Federal Court of Canada as a judicial clerk to Chief Justice Lutfy and Justice Gleason. Bennett is a recipient of the 2025 Guthrie Award from the Law Foundation of Ontario, which recognizes outstanding individuals for their contributions to access to justice. He was also named as a Top 25 Most Influential Lawyer in Canada for his work in human rights, advocacy and criminal law. Other awards include the CBA's National SAGDA Hero Award, Start Proud's Leader to be Proud of Award and the American Bar Association's Top 40 Young Lawyers. "McCarthy Tétrault has a proud history of providing pro bono services that confront some of Canada's most pressing social and human rights issues," said Steeves Bujold, a litigation partner and the Firm's Chief Inclusion Officer. "Bennett will take that service to the next level. His record is truly remarkable, and we're thrilled that he's bringing his immense passion and skill to the Firm to help our lawyers help their communities." "Innovation is one of the Firm's core values, and that extends to how we deliver our pro bono services," said Tom Sutton, Practice Group Leader for its Litigation & Dispute Resolution Group. "There are always opportunities to extend our reach individuals to communities who can benefit from the passion and expertise of our lawyers. While Bennett is joining the Litigation Group, his role is most certainly bigger than that, and we look forward to seeing how he'll build the connections between our groups and clients, allowing us to support more programs and initiatives." "I am honoured and humbled to be taking on this role," said Bennett. "I have had the privilege to see first-hand the tremendous quality and impact of pro bono work by McCarthy Tétrault lawyers and can't wait to collaborate with them and our community partners to tackle the most pressing public interest legal issues. I am a deep believer in the power of the private bar as a vehicle for access to justice, as well as how meaningful pro bono work can be for lawyers themselves. McCarthy Tétrault's commitment to excellence and the communities in which it works make this an incredible opportunity to make a difference." Bennet received his L.L.B. / B.C.L. from McGill University and his B.A. in Development and Environmental Studies (hon.) from Queen's University. He is a member of the Law Society of Ontario and is admitted to the New York State Bar. About McCarthy Tétrault. McCarthy Tétrault LLP provides a broad range of legal services, providing strategic and industry-focused advice and solutions for Canadian and international interests. The Firm has a substantial presence in Canada's major commercial centres as well as in New York and London. Built on an integrated approach to the practice of law and delivery of innovative client services, the Firm brings its legal talent, industry insight and practice experience to help clients achieve the results that are important to them. For further information, or to request an interview with a McCarthy Tétrault lawyer, please contact: [email protected]
Firm news - week of july 6, 2026. Christian Vit has joined Doane Grant Thornton in Toronto as a Restructuring Senior Manager. Christian was previously with Alvarez & Marsal. Noëmie Frappier has joined McCarthy Tétrault's Litigation and Dispute Resolution Group in Montréal as a Counsel. Noëmie was previously with Lavery. Read more. Catherine Boilard has joined Langlois Avocats as a Litigator. Catherine was previously with Stein Monast. Read more.
Ana Badour rejoins McCarthy Tétrault as financial institutions regulatory head. After in-house stint at Equitable Bank, she returns to co-lead fintech practice Ana Badour has returned to McCarthy Tétrault LLP as head of its financial institutions regulatory practice, as co-leader of its fintech practice alongside Christine Ing and Lori Stein, and as a Toronto-based partner in its business law group. "Ana has long been a leader in the Fintech space, with deep knowledge of the regulatory landscape and strong connections across the industry," said Matt Cumming, partner and co-leader of the firm's business law group, in a news release. McCarthy Tétrault shared that Badour can deliver practical, commercial advice to clients navigating complex and shifting regulatory frameworks. "She understands both the frameworks and how they operate in practice, which is exactly what clients need as they pursue innovation," said Richard O'Doherty, partner and co-leader of the firm's business law group, in the news release. "I'm excited to rejoin McCarthy Tétrault and to work with colleagues across the Firm to support clients navigating innovation in financial services," Badour added. Badour has delivered regulatory advice regarding financial services M&A transactions, the establishment and licensing of regulated entities, consumer protection, anti-money laundering compliance, payments and credit card programs, and the creation and structuring of financial services platforms. Her client base has encompassed established financial institutions, new entrants, foreign financial institutions, emerging fintech companies and investors, and other players in the financial services ecosystem. "Her return bolsters our Fintech platform and enhances our ability to support clients as they develop, partner and scale innovative financial services solutions in an increasingly complex market," Cumming said. "The Firm's national platform and collaborative approach provide an excellent foundation to help clients address complex regulatory and commercial challenges," Badour added. More on Badour. Badour's LinkedIn page and the firm's news release provided more information regarding her professional experience. At Equitable Bank in Toronto, she worked as vice president, legal, personal banking from July 2025 to May 2026, and as senior director, legal, personal banking - lending and wealth from June 2024 to July 2025. At the Canadian challenger bank, she dealt with the operational and regulatory realities of building and scaling financial products. "Ana brings a rare combination of top-tier regulatory expertise and first-hand in-house experience, giving her a practical perspective on how financial institutions operate and how financial products are built and scaled within a regulated environment," O'Doherty said. Before joining the bank, she was with McCarthy Tétrault in Toronto from May 2001 to May 2024. She served as a fintech co-leader and a partner in the financial services group.