McCarthy Tétrault

Engineer

• Conducting deep-dive reviews of existing operational and legal workflows to document and visualize current-state processes with a view to optimize them.
• Analyzing, mapping, and redesigning business processes across legal and business services teams, with a focus on leveraging AI and automation.
• Identifying pain points, inefficiencies, and opportunities for transformation, both AI-driven and non-AI, stemming from the Services Review and other strategic initiatives.
• Developing and maintaining process documentation, workflows, and standard operating procedures.
• Collaborating with stakeholders across practice groups and departments to understand variations in workflows and pain points.
• Contributing to future-state design and roadmap development for firm-wide operational processes, ensuring alignment with strategic goals.
• Supporting the implementation of service review recommendations using a tiered resourcing model.
• Collaborating with cross-functional teams (e.g., Client Service Delivery, Professional Resources, IT, Platform Solutions Team) to deliver transformation projects.
• Assisting in the execution and monitoring of the mt2030 strategy, including periodic reviews and reporting on action plans.
• Contributing to change management initiatives to foster a culture of operational excellence and enablement.
• Supporting pilot testing of new workflows, monitoring adoption, and iterating processes based on feedback to enhance outcomes over time.
• Recommending resourcing models and structures that support improved workflows on a cost-neutral or efficiency-gaining basis.
• Working with stakeholders to identify, prioritize, and deliver AI use cases for both client-facing and internal applications (e.g., contract analysis, legal research, practice management, HR, billing workflows).
• Supporting the coordination and eventual migration of firmwide data governance activities to the Transformation team.
• Assisting in the development and rollout of AI training programs for lawyers and business services staff.
• Collaborating with internal teams to evaluate where automation and AI can streamline processes and reduce friction points in operational workflows.
• Facilitating workshops, interviews, and meetings to gather requirements and communicate project progress.
• Preparing clear and concise reports, presentations, and updates for the Senior Leadership Team (SLT), Board of Partners, and other key stakeholders.
• Promoting accountability and alignment across modules and work groups within the ATS structure.

Process Engineer

• Preparing, editing, formatting, printing, scanning and revising correspondence, memoranda, large transaction documents, reports, forms, labels and other printed material through dictation, copy typing or other instructions, in accordance with the requirements set by the practice group.
• Coordinating and dispersing tasks to be performed by various resource groups such as the Document Specialists, Administrative Clerks, Billing Assistants, etc.
• Proofreading documents and checking for appropriate formatting, spelling, grammar and clarity.
• Managing files including opening new files, maintaining large and complex files, and ensuring ease of reference.
• Updating calendars for assigned lawyers, including their meetings, appointments, due dates and client-related activities.
• Coordinating lawyer travel arrangements, including preparing itineraries and travel expense reports.
• Reviewing and routing incoming mail and fax communications; preparing and processing outgoing mail and faxes.
• Working with Finance to coordinate new Client and Matter openings (KYC) and assisting with expense processing.

Bilingual Legal Assistant – Tax Law

Billing Specialist

• Building and maintaining effective working relationships with billing lawyers, paralegals, legal assistants, external and internal clients and management.
• Ensuring time is entered by set deadlines and following up with lawyers and paralegals where necessary.
• Preparing, printing and reviewing of prebills (electronically or physically) 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.
• 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 direct supervisor, including requirement for WIP provisions.
• Preparing various reports and spreadsheets related to time, billing, receivables, etc. for lawyers/paralegals and/or external clients where applicable.
• Issuing invoices as instructed by lawyers and in accordance with client billing guidelines and Firm standards and policies -including, but not limited to: narrative edits, transfers, splits, obtaining approval for and applying fee adjustments, creating PDF, delimited or XML file invoices for e-billing clients, based on such client’s requirements.
• Ensuring invoices and supporting documents are forwarded to client in a timely manner, by mail, email or uploading through or into various e-billing sites/e-billing platforms as per the Firms standards and policies.
• Liaising with Finance Department to ensure client codes and contract specifications are up-to date and procedures are followed.
• 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.
• Acting as monitor for specific clients and/or matters when Alternate Fee Arrangements are in place.
• Ensuring that special rates and discounts are applied to each invoice.
• Monitoring thresholds and other milestones and updating billing lawyer on status.
• Providing reports and ensuring compliance with all special arrangements.
• Acting as liaison between lawyers/LA’s and Finance, providing assistance re accounting or financial queries to ensure client needs are met.
• Responsible for initial collection inquiry with external clients.
• Escalating billing concerns/issues to billing lawyer for direction on next steps.
• When necessary, cancelling and re-issuing invoices or creating credit notes in accordance with Firm policies.
• If applicable, forwarding problematic client collections to Collection Department for follow-up.
• Obtaining additional information relating to special arrangements and/or information required for setup for e-billing matters, and assisting E-billing team to ensure matters are set up promptly.
• Liaising with Billings Team to manage requests sent to team inbox and support team with workload during high production times and absences on team.
• Maintaining accurate and up to date records of all approvals and directions as per the Firms standards and policies via uploading necessary documentation into appropriate databases.
• Reviewing/translating narratives to ensure matter is billed in appropriate language and identifying such changes for review by billing lawyers.

Bilingual Billing Analyst, 18-month Contract

Accounts Payable

• Overseeing the management and reconciliations of client trust accounts in compliance with all applicable law society rules, regulations and firm policies.
• Developing and implementing policies and procedures for trust fund administration, segregation and reporting.
• Liaising with auditors, regulators and clients regarding trust account matters, including responding to trust audits, inquiries and different quarterly and annual reports.
• Ensuring timely and accurate operations, trust account reconciliations and reporting to the leadership.
• Managing daily cash flow, banking relationships and liquidity to optimize the Firm’s financial position.
• Overseeing cash forecasting and debt management in accordance with Firm policies.
• Ensuring compliance with internal controls and treasury policies and acting as a signing officer on all operation accounts.
• Supervising the accounts payable team to ensure timely and accurate processing of vendor invoices, expense reports and payments across all offices.
• Monitoring and improving efficiency, internal controls and compliance with the firm and regulatory requirements.
• Operating and administering Concur Solutions for the reimbursement of expenses to Firm members.
• Leading, mentoring and developing a high-performing finance team.
• Identifying and implementing process improvements and automation opportunities in all areas to support the firm’s growth and operational excellence.
• Preparing and presenting reports on trust, treasury, and accounts payable activities to firm leadership and management committees.
• Collaborating with cross-functional teams, including practice groups and office administrators, on finance-related projects and initiatives.

Senior Manager, Trust, Treasury & Accounts Payable

Bilingual

• Fournir des commentaires et collaborer avec les principales parties prenantes pour développer, gérer et tenir à jour les programmes et les normes de formation
• Développer le programme de formation des nouveaux employés
• Travailler avec les Ressources professionnelles et le Service des ressources humaines pour planifier et donner la formation aux nouveaux employés
• Concevoir et offrir des ateliers et des programmes de formation sur les mises à niveau et les nouvelles technologies
• Gérer les évaluations des connaissances des participants au programme de formation
• Développer et tenir à jour des modules d’apprentissage en ligne
• Solliciter et documenter les besoins et commentaires des utilisateurs
• Participer/exécuter les tests de mises à niveau et des nouveaux logiciels
• Diriger et participer à des projets locaux ou à l’échelle du cabinet

Formateur(trice) TI, bilingue

Paralegal

• Providing independent professional support services as a member of the Vancouver Due Diligence Team to provide specialized due diligence support throughout the Firm by: conducting due diligence for real property and commercial transactions including corporate registry, bankruptcy, personal property security registry, Bank Act security registry, land title, court registry (BC and federal), environmental, and municipal;
• Analyzing search results and preparing summaries and lists of issues;
• Coordinating searches throughout all jurisdictions in Canada;
• Preparing draft PPSA registrations, amendments and discharges;
• Providing fee quotes for due diligence matters;
• Keeping up to date on public registry requirements;
• Liaising with clients, agents and counterparts in our other offices.
• Assisting with other corporate matters, as required.
• Maintaining the integrity of all record keeping systems.
• Keeping current on changes in legislation and government policy and informing others as appropriate.
• Examining and filing documentation online to the level of accreditation held and maintaining accreditation in good standing.

Process Engineer

Bilingual Legal Assistant – Tax Law

Bilingual Billing Analyst, 18-month Contract

Senior Manager, Trust, Treasury & Accounts Payable

Formateur(trice) TI, bilingue

Bilingual Business Law Paralegal – Audit & Due Diligence