McCarthy Tétrault

Project Manager

• Providing advice to clients and legal teams regarding e-Discovery techniques and technologies.
• Under the direction of MT>3 Lawyers, preparing Project estimates and budgets.
• Managing case-based teams including contract lawyers, paralegals, and regional e-Discovery resources to facilitate collaborative e-Discovery efforts.
• Identifying objectives for case projects and accurately assessing project requirements and scope, including the application of appropriate technology and resources.
• Preparing Project Plans where applicable.
• Ensuring all projects have required documentation before commencement, including project checklists, contracts, Training Materials and Sample Documents.
• Managing Legal Hold Notices and conducting Custodian interviews.
• Preparing Collection Plans and overseeing data collection processes, including acting as a liaison between clients and MT>3 Analysts.
• Monitoring and tracking the status of all assigned projects and providing regular project status reports to the team and the client.
• Identifying project challenges and reporting them to the legal team.
• Conducting quality control steps, as necessary, during the e-Discovery lifecycle.
• Ensuring assigned projects are completed within approved budgets and timelines.
• Liaising with client, lawyers, and Review Team to communicate (and facilitate) all needs for each assigned project.
• Liaising with e-Discovery Analysts to support end-users. This includes providing detailed instructions on the work that needs to be completed.

eDiscovery Project Manager

Operations

• Supporting the day-to-day back and mid-office operations for MT>Align, including:
• Working closely with internal stakeholders and external technology vendors (IT, Time Entry, Contractor Management, Document Management, etc.) to support the administration and ongoing use of MT>Align systems and processes.
• Assisting with the development and maintenance of process workflows and documentation to support operational efficiency.
• Identifying operational issues and escalating them as appropriate.
• Maintaining operational trackers, reporting tools, and databases.
• Maintaining accurate and up-to-date records across contractor management systems and internal databases.
• Supporting data integrity and ensuring information is accurately recorded across operational systems.
• Developing, maintaining, and continuously improving operational processes, workflows, Standard Operating Procedures (SOPs), and system controls to enhance efficiency, ensure consistency, and support the scalable growth of MT>Align.
• Supporting the implementation, testing, adoption, and continuous improvement of operational systems, technology solutions, and process enhancements.
• Supporting the intake process for new contract lawyers for MT>Align, including:
• Reviewing and responding to applications and inquiries from prospective MT>Align candidates.
• Coordinating telephone, virtual, and in-person interviews with prospective contract lawyers.
• Preparing candidate materials and resumes for review.
• Reviewing resumes, pre-interview forms, and supporting documentation.
• Assisting with the preparation and maintenance of MT>Align lawyer biographies.
• Updating contractor management databases and maintaining candidate records, resumes, and supporting documentation.
• Coordinating reference checks, approvals, and supporting due diligence activities as required.
• Assisting with onboarding new contract lawyers, including:
• Preparing and coordinating Master Agency Agreements (MAAs).
• Coordinating with IT and Finance to establish required system access and accounts.
• Coordinating contractor system provisioning activities, including email accounts, ClickTime, Coupa, and other required systems.
• Scheduling onboarding meetings and ensuring required documentation is completed.
• Reviewing onboarding guidelines and operational procedures with new contract lawyers.
• Ensuring contractors have the required documentation, system access, and onboarding information prior to engagement start dates.
• Supporting contract lawyer training activities, including:
• Coordinating training sessions and providing support materials.
• Assisting contract lawyers with questions related to MT>Align systems, tools, processes, and operational requirements.
• Providing training and support for operational tools and systems, including ClickTime and Coupa, as required.
• Supporting the process for new engagements, including:
• Preparing engagement documentation, including Mandate Engagement Forms (MEFs), Client Authorization Agreements (CAAs), and related materials.
• Ensuring contract lawyers receive the information required to successfully commence engagements.
• Updating contractor databases.
• Coordinating with Finance to ensure approved contract lawyer and client rates are accurately recorded and maintained.
• Ensuring client and matter codes are available for contractor time entry within applicable systems.
• Maintaining engagement-related records and supporting documentation.
• Supporting business development and engagement activities, including:
• Assisting with the preparation of materials and communications for clients, lawyers, and internal stakeholders.
• Maintaining opportunity tracking tools, CRM systems, and internal databases.
• Assisting with the preparation of candidate profiles and supporting materials for review by leadership.
• Maintaining engagement-related information, including contractor rates and client billing information, within internal systems and trackers.
• Assisting with the preparation and maintenance of MT>Align marketing materials.
• Assisting with the preparation of materials for Regional Champion meetings and other business development initiatives.
• Cultivating strong relationships with the MT>Align community:
• Contacting community members to validate availability for engagements and clear potential client conflicts.
• Scheduling interviews with contract lawyers with clients and follow up thereafter.
• Maintaining regular contact and troubleshooting issues with MT>Align community members such as systems access, client information, invoicing questions, etc.
• Setting agenda and managing communications & logistics for quarterly MT>Align community calls and in-person meetings.
• Building and maintaining positive working relationships with McCarthy lawyers, MT>Align clients, contract lawyers, and internal stakeholders.
• Supporting the financial processes for MT>Align, including:
• Monitoring Accounts Payable invoices submitted by contract lawyers to ensure they match hours entered into the Time Entry application.
• Validating that pre-bills prepared by Billing Analysts match the fees agreed with the client or partner.
• Monitoring collections and addressing any outstanding invoices.
• Assisting with the preparation, analysis, and reporting of operational and financial metrics, including dashboards, forecasts, and performance reporting to support business decision-making.
• Maintaining contractor and client rate information and supporting the validation of billing data to ensure accuracy and compliance with approved engagement terms.
• Supporting quality control activities, including:
• Assisting with the administration and tracking of Net Promoter Score (NPS) surveys.
• Tracking survey responses and maintaining quality-related records.
• Supporting project administration activities for contract document review projects, corporate due diligence projects, and other client engagements.

Operations Analyst

Billing Specialist

• Setting Clients Up for Success Establishing the data foundation that every downstream invoice depends on.
• Getting the setup right at this stage is what prevents problems everywhere else: Opening and configuring new matters and clients accurately, and managing new client onboarding through to go-live.
• Translating Outside Counsel Guidelines (OCGs) into clear billing rules and configurations, covering billable and non-billable items, block-billing restrictions, and invoice format requirements.
• Setting up and validating billing formats, including LEDES files, and resolving format-related rejections such as tax, rounding, and validation errors.
• Configuring phase and task codes, invoice formats, and billing flags accurately and on time, in line with client guidelines.
• Maintaining complete, current billing notes so any team member can follow a client's instructions independently.
• Confirming each client is linked to the correct key client record, with billing flags set correctly from the outset.
• Building and maintaining the documentation that keeps the whole function aligned.
• Owning Rate Accuracy: Owning the accurate setup and timely submission of client rates across every eBilling vendor platform in your portfolio.
• Working from the rates established by the MT Rates team, you will keep each platform fully aligned and in sync.
• Setting up matter-level, timekeeper-specific, and client-specific rates, and managing the annual rate increase cycle across all assigned vendor platforms.
• Maintaining the client list so it reflects the current, correct rate structure for every client.
• Flagging new client onboardings and OCG rate changes to the MT Rates team so nothing falls out of sync.
• Investigating, correcting, and resubmitting rejected rates, resolving the root cause rather than the symptom.
• Anticipating where client guidelines and portal requirements may diverge, and closing those gaps before they surface as rejections.
• Driving Invoice Accuracy and Resolution: Taking end-to-end ownership of your client portfolio's invoicing, with a clear view at all times of what is submitted, pending, or rejected: Reconciling invoices across your portfolio each month, with every invoice accounted for and nothing left untracked.
• Working rejections through to resolution, tracing each one back to its source in the data or setup.
• Identifying recurring rejection patterns and fixing them at the root so they do not return.
• Partnering with billing analysts and the Collections team on outstanding invoices and payment follow-up, including initiating collection inquiries with external clients.
• Supporting the billing team in preparing and submitting client-required status reports and budgets in eBilling systems, working with lawyers and legal assistants.
• Escalating, Communicating, and Improving: Thinking beyond the day-to-day to where the data, systems, and workflows can work better and raising your concerns to leadership when something needs attention: Escalating unresolved, high-risk, or time-sensitive issues to management and billing lawyers as appropriate.
• Acting as the liaison between lawyers, billing analysts, and the Finance team on billing, accounting, and eBilling inquiries.
• Surfacing gaps and missing information upstream before they become downstream rejections.
• Leading, coordinating, or supporting project work on eBilling processes, reporting, and system enhancements.
• Building and maintaining dashboards and reports using Power BI, SQL, and Power Query to support team performance and decision-making.
• Sharing what you learn so the team gets stronger, bringing forward ideas that improve how billing data flows through the firm.
• Performing other related duties as assigned.

Billing Compliance Analyst

Analyst

• Diriger l’analyse, la conception, les essais et la mise en œuvre des mises à jour, des améliorations et des nouvelles capacités pour l’ensemble du portefeuille d’applications
• Superviser le cycle de vie complet des applications, de la planification et du développement au déploiement, au soutien et à l’amélioration continue
• Participer aux projets relatifs aux mises à niveau, aux intégrations et aux nouveaux déploiements, et agir à titre de responsable d’application
• Travailler étroitement avec les groupes des TI et les parties prenantes du Cabinet
• Surveiller quotidiennement la performance et la disponibilité des applications, résoudre rapidement les problèmes et appliquer des solutions
• Élaborer et tenir à jour la documentation relative aux configurations des applications, aux processus et aux procédures
• Agir à titre de ressource technique chevronnée au sein de l’équipe en fournissant du mentorat aux analystes d’applications informatiques et à l’équipe de gestion des services TI
• Agir comme point de contact clé avec l’équipe de sécurité afin de soutenir les processus de gouvernance en matière de sécurité

Analyste d’applications informatiques, sénior

Attorney

• General support for lawyers/clients
• Manage the workflow of attorney support needs with access to emails (if delegated), calendar, files, deadlines and client-related activities to provide daily administrative support.
• Anticipate work requirements to effectively maximize lawyers’ time by managing priorities and workload.
• This includes adequate preparation for meetings, briefings on the daily/weekly schedule with required documentation and materials.
• Coordinate internal and client meetings, including preparing agendas, booking rooms and arranging any required catering or technology support.
• Handle attorneys’ travel arrangements and related logistics, including preparing itineraries in coordination with the firm’s travel resources and in accordance with firm and client travel policies.
• Provide ongoing backup support within the practice support team as needed; support the management of multiple tasks and competing deadlines and work proactively as a positive, productive team member.
• Prepare, edit, format, print, scan and proofread correspondence, memoranda, large transaction documents, reports, forms, labels and other printed materials by dictation, typed copy or other instructions, in accordance with requirements established by the practice group and supported as necessary by the Resource Centre.
• Proofread documents and verify proper formatting, spelling, grammar and clarity.
• Manage files, including: opening new files, maintaining large and complex files, developing, maintaining and using an organized filing and retrieval system to facilitate reference to historical paper or electronic documents, and organizing law and precedent files.
• Work with records management to create, maintain and store client files appropriately.
• Monitor emails, assess priorities, gather relevant information, take appropriate action and prepare responses.
• Review and route incoming mail and faxes; prepare and process outgoing mail and faxes; and arrange specialized courier or mail services when required.
• Receive, manage, screen and/or direct incoming calls according to attorneys’ instructions; respond to client inquiries and routine requests; and take messages as needed.
• Work collaboratively with the lawyer and billing assistants to ensure bills are reviewed and processed monthly in accordance with firm deadlines.
• Proactively monitor outstanding client invoices and work with lawyers and the collections team to follow up on overdue payments.
• Work with the finance department to coordinate new client and matter openings (KYC), including submitting conflict-check requests.
• Coordinate and organize meetings, conferences and on-site and off-site events.
• Attend training on new tools and take responsibility for training their lawyers one-on-one with in-person demonstrations.

Bilingual Legal Executive Assistant — Litigation

Bilingual

• Manage disability leaves and accommodation processes firm-wide
• Act as the primary point of contact for firm members and our vendors regarding any information related to our leave and accommodation benefits programs
• Administer and coordinate all short-term and long-term disability leave requests as well as accommodation requests
• Support firm members at all stages of disability leaves and accommodations
• Provide third-party providers and insurers with the documentation, information and support required to assess and manage disability and accommodation claims
• Ensure that all communications and documentation related to leaves and accommodations are stored securely
• Track dates, statuses and return-to-work timelines related to leaves and accommodations in HR systems
• Coordinate with Payroll to ensure accuracy of leave-related payments and adjustments to benefits
• Serve as a liaison between firm members, managers, internal stakeholders and third-party providers
• Administer and calculate top-up payments and supplemental benefits related to leaves
• Liaise with firm members, managers, Payroll, benefits providers and external stakeholders

Bilingual Specialist, Leave and Disability Management

QA Engineer

• Supporting the Manager, Quality Assurance with testing/validating applications to manage risks and reduce negative impact to business operations.
• Planning, designing, leading, participating and executing test scenarios.
• Writing, revising and verifying test plans to confirm quality of solutions being implemented or upgraded.
• Executing tests including functional, system, integration, regression, user experience and user acceptance testing.
• Providing testing reports to key stakeholders including IT Management, Trainers, project managers and business leads.
• Identifying opportunities and trends and developing recommendations for review.

Bilingual Quality Assurance Engineer

• Building and maintaining effective working relationships with billing lawyers, paralegals, legal assistants and external clients, and responding to any queries regarding the billing and collections process.
• Ensuring time is entered by set deadlines and following up with lawyers and paralegals where necessary.
• Preparing, printing and reviewing of prebills in a timely manner, monthly, quarterly or on request, including any necessary follow up with others in the Firm and revising according to client billing guidelines and Firm standards and policies.
• Preparing invoices and forwarding to Lawyers, Clients as required.
• If necessary, ensuring supporting documents are forwarded to client in a timely manner.
• Creating PDF, delimited or XML file invoices for e-billing clients, based on such client’s requirements.
• Liaising with E-billing Team with respect to any rejected invoices during e-billing submissions.
• Completing online status reports and budgets in e-billing systems for various clients in coordination with lawyers and legal assistants.
• Monitoring and reviewing of outstanding WIP (Work In Progress) and following up with lawyers and paralegals to ensure timely billing.
• Tracking contingency files, closings and other milestone billing arrangements and reporting on status of such files to Manager/Director, Finance Operations, including requirement for WIP provisions.
• Collecting outstanding/aged accounts receivable within the prescribed protocol/ procedure in a timely and professional manner by phone, letter and email; using the Expert Collection module in the Aderant system.
• Developing a weekly collection strategy/plan to expedite payment or resolution for overdue accounts in concert with the Billing Lawyers, Legal Assistants, and/or Client for accounts that present high exposure.
• Escalating accounts through Senior Management, as deemed necessary for follow-up.
• Facilitating and preparing supporting documentation for the remedy requested/recommended for accounts which present credit risk/loss through insolvency procedures, service suspension, third party collection or taxation.
• Monitoring credit performance and ensuring the client operates and maintains the account within the terms and conditions of agreement, as applicable.
• Coordinating, investigating and resolving payment/account discrepancies to include: short payment, over payments, unapplied cash, and misapplication, posting errors, payment analysis/support documentation in the event of request or dispute.
• Preparing and reporting WIP/AR Exposure reports to the assigned Billing Lawyers in each respective portfolio.
• Preparing various reports and spreadsheets related to time, billing, receivables, etc. for lawyers/paralegals and/or external clients where applicable.
• Serving as the central contact/liaison for the financial needs of a client’s account.
• Performing complex account reconciliations with a view to resolution of a full range of possible issues/challenges.
• Acting as liaison between Lawyers/LA’s and Finance, providing assistance re accounting or financial queries to ensure client needs are met.

Bilingual Client Account Specialist

• Supporting the Manager, Quality Assurance with testing/validating various applications to manage risks and reduce negative impact to business operations.
• Responsibilities include but not limited to: Planning, designing, leading, participating and executing test scenarios.
• Coordinating deliverables, resolving issues, identifying dependencies and roadblocks.
• Writing, revising and verifying test plans, processes and procedures to confirm the quality of the solution being implemented or upgraded.
• Executing tests including functional, system, integration, regression, user experience and user acceptance testing to manage risks and ensure a positive user experience while promoting user adoption.
• Performing triage, troubleshooting, and analysis of issues to determine nature of the issue and steps to resolve.
• Providing non-production and production environment support assistance when required.
• Providing testing reports to key stakeholders e.g. IT Management, Trainers, project managers and business leads.
• Identifying opportunities and trends. Developing recommendations for review and consideration.
• Ensuring core functionality core application tools/technologies is maintained.
• Supporting the Manager, Quality Assurance in the development and operationalization of the QA Centre of Excellence (CoE) Centre. Development and operationalization includes: Developing and maintaining QA Standards. Providing consultation and informational overview sessions to promote the value and benefits of testing. Meeting with stakeholders to solicit feedback on the testing practice, identifying opportunities for improvement and reinforcing testing best practices. Stakeholders include IT, PMO, VMO, HR, Finance and other business partners.
• Representing Quality Assurance team.
• Vetting and creating knowledge articles and conducting knowledge transfer sessions to relevant team members.
• Ensuring QA activities are appropriately governed and continually assessed to identify potential improvements.
• Maintaining updated knowledge of industry trends and advancements through education, personal research and participation in focus groups.
• Providing advice and recommendations to the Manager, Quality Assurance on opportunities and testing best practices to mitigate risks and promote user adoption.

Pricing Analyst

• Assisting with the pricing and service-delivery related aspects of pitches and proposals.
• Developing Alternative Fee Arrangements (“AFAs”) and budgets for clients across all offices.
• Developing template budget and project management tools for different matter types, and fee data analytics and other pricing tools to streamline the budgeting process for client matters.
• Carrying out matter profitability analysis in relation to historical, existing and potential matters.
• Promoting various service delivery efficiency initiatives, including in relation to alternative staffing approaches, the use of technology tools for different legal processes, and the reengineering of legal services.
• Supporting and leading various projects, including: Supporting the Directors and Managers of the Pricing and LPM Team to devise more streamlined client service processes and identify opportunities for automation and technology.
• Analyzing, modeling, organizing and storing information to support legal service delivery innovation, including the development of pricing data analytics to be used for the development of client fee estimates and alternative fee arrangements.
• Helping service delivery innovation projects meet schedules, business and budget objectives.
• Working directly with Directors and Managers of the Pricing and LPM CSD Team to identify existing and emerging client and lawyer pain points.
• Developing an understanding of new legal technology and identify ways that processes and technology can be used to solve client and lawyer pain points.
• Working with other members of the Pricing and LPM CSD Team to design and build client solutions.

Pricing Specialist

Architect

• Designing and evolving enterprise application architectures and high-level solution blueprints.
• Ensuring solutions are scalable, secure, and aligned with business requirements and IT standards.
• Evaluating technology options (build vs. buy, SaaS/PaaS) and recommending optimal approaches.
• Collaborating with IT leadership to define application roadmaps and modernization strategies.
• Identifying opportunities to leverage Microsoft platforms (Azure, M365, Dynamics 365).
• Driving innovation through adoption of emerging technologies and cloud-first solutions.
• Supporting the full application lifecycle, from design through deployment and continuous improvement.
• Promoting best practices in development, including CI/CD, automated testing, and code quality standards.
• Leading the evaluation and integration of AI-enabled capabilities across applications.
• Providing expert guidance on emerging technologies and frameworks.
• Translating business requirements into technical designs and communicating complex concepts clearly.
• Developing and maintaining architecture documentation, standards, and design artifacts.
• Mentoring team members and promoting best practices across the organization.

Application Architect

Administrative Assistant

• Collaborating seamlessly with team members to provide comprehensive support in triaging and managing requests
• Displaying swift responsiveness to inquiries, consistently meeting deadlines, and fostering harmonious cooperation across various departments and individuals within the Firm
• Effectively managing workflow fluctuations with minimal supervision
• Overseeing the Intake process, prioritizing and coordinating work for timely completion
• Answering process related questions and helping troubleshoot timekeeper issues related to areas of expertise and responsibility
• Liaising with and directing requests to other Firm support resources as necessary to ensure efficient and appropriate utilization of resources
• Maintaining accurate updates in the workflow system to track and monitor requests
• Providing reliable backup support in the Resource Centre
• Continuously enhancing job knowledge and technical skills through active team participation
• Proactively sharing knowledge, information, and mentorship with stakeholders and team members to foster a positive and collaborative environment
• Performing quality control of own work, seeking clarification when necessary, and reviewing work of others
• Providing support to lawyers in specific practice groups as required in order to maintain the Firm’s legal support services ensuring continuous legal operations and client satisfaction

Legal Administrative Assistant

• Work collaboratively with team members to provide comprehensive support for intake and request management
• Respond promptly to inquiries, consistently meet deadlines and promote cooperative working relationships across the firm’s departments and personnel
• Manage variations in workflow effectively with minimal supervision
• Oversee request handling, set work priorities and ensure proper coordination to complete tasks on time
• Answer questions about processes and assist timekeepers in resolving issues within their area of expertise and responsibility
• Liaise with other firm support resources and forward requests as appropriate to ensure efficient and appropriate use of resources
• Accurately track and follow up on requests in the workflow system
• Provide backup support within the Resource Center
• Continuously develop professional knowledge and technical skills through active participation with the team
• Share knowledge, information and provide mentorship to colleagues and team members to foster a positive, collaborative environment
• Maintain quality control of your own work by asking clarifying questions when needed and reviewing the work of others
• Provide support to lawyers in specific practice groups, as required, to maintain the firm’s Legal Support Services, ensure continuity of legal operations and uphold client satisfaction
• Perform other duties as required

Bilingual Legal Administrative Assistant

• Legal Assistant Placement and Teams Determining requirements for effective production and processing of legal assistant work.
• Working closely with Director, Legal Support Services, Practice Group Leads and Professional Resources to propose, implement and maintain Legal Assistant resources, including hiring talent, recommending teams, providing feedback, and recommending physical location of Legal Assistants and Lawyers based on practice requirements.
• Managing absences and planning of vacations to ensure adequate coverage, and recording of information.
• Ensure management and authorization of overtime requests.
• Coaching employees to be accountable for their work, to be aligned with the Firm’s objectives, culture and values and creating an empowering work environment.
• Leading team-building events; supporting and mobilizing employees to get involved in projects, meetings, etc.
• Regularly obtain feedback from clients (Lawyers).

Manager, Legal Support Services

• Supporting day-to-day activities of National Leader, Transformation and Head of Transformation.
• Continuously improving day-to-day work processes and interactions to increase efficiency and effectiveness.
• Proactively managing and bringing order to their calendars.
• Gaining first-hand knowledge of the inner workings of the Innovation, Transformation, and Client Service Delivery teams.
• Using existing and new technology tools to drive efficiency and track action items.
• Maintaining accurate and up-to-date contact information for key clients, prospects, and stakeholders.
• Working on important financial matters, including client billing arrangements and expenses.
• Preparing reporting and presentation materials for quarterly and annual leadership reviews.
• Developing and maintaining project plans for the range of initiatives undertaken by the Transformation team.
• Collaborating with cross-functional teams to identify pain points and develop practical solutions.
• Assisting with the delivery of AI training and enablement programs in support of the Firm's AI integration strategy.
• Interacting with important clients of the Firm, including arranging meetings, client events, gifts, and sponsorships.

eDiscovery Project Manager

Operations Analyst

Billing Compliance Analyst

Analyste d’applications informatiques, sénior

Bilingual Legal Executive Assistant — Litigation

Bilingual Specialist, Leave and Disability Management

Bilingual Quality Assurance Engineer

Bilingual Client Account Specialist

Bilingual Quality Assurance Engineer

Pricing Specialist

Application Architect

Legal Administrative Assistant

Bilingual Legal Administrative Assistant

Manager, Legal Support Services

Executive Operations Coordinator