BH Legal™ Case Study
Earning Primary Vendor Status by Sourcing, Vetting, and Onboarding Attorneys Skilled in Background Checks
Challenge
Our client, an American 501(c)(3) certifying and standards-setting organization that oversees the Certified Financial Planner (CFP) certification program in the United States, required investigators to carry out their background check processes, and they sought highly skilled attorneys to enforce best practices. Given the unique nature of the attorney’s role, partnering with a supplier with a deep understanding of their mission and skill sets that are directly aligned with the position was crucial. Additionally, as a nonprofit organization, our client had specific budgetary constraints.
Solution
Since May 2017, this organization has been an existing partner to our sister division, Beacon Hill Associates. Given the success of this partnership, they elected to engage Beacon Hill Legal for this important initiative.
To fulfill their needs within the defined parameters, we engaged in extensive discussions to explore the role’s responsibilities and project details, and we collaborated with the general counsel to gain additional perspective. We learned the importance of sourcing, vetting, and onboarding candidates with knowledge across securities and financial regulatory law, along with an understanding of how to adhere to our client's ethics code.
Leveraging the information gathered, we shared comprehensive details with our local recruiters. During the recruitment process, we conducted thorough analyses of resumes and work histories, followed by detailed interviews where candidates were asked to provide specific examples of their expertise, as well as demonstrate their understanding of our client's mission, which is centered on ethical practices.
Our legal recruiting team took a creative approach to achieve our client’s cost expectations by presenting qualified law school graduates who still met their qualification requirements.
Achievements
We have become the primary vendor for legal roles within our client’s organization. Through our tailored approach, deep understanding of our client’s mission, and meticulous selection process, we have successfully enhanced our client’s legal staffing needs to align with their mission and ethical practices. Our commitment to delivering high-quality candidates within the defined budgetary framework has resulted in a strong, trusted partnership. As our client’s preferred legal staffing provider, we look forward to continued collaboration and expanding our services to meet their evolving needs while maintaining the satisfaction of our clients and the exceptional legal professionals we place.
Currently, we are conducting searches for counsel-level roles, further highlighting our partnership’s expanded scope by moving from investigations support positions to direct placements for senior roles. This progression is a testament to the confidence our client has in us. To meet their unique needs, we have successfully and continually identified exceptional candidates within the securities and regulatory legal field. In fact, a candidate we placed in 2018 was recently promoted!
Additionally, our client continues to engage our partner divisions, Beacon Hill Associates and Beacon Hill Financial, to fulfill their administrative and financial staffing needs. Our client’s satisfaction with our company’s services is evident, and our candidates are equally pleased with their positions. Our client has developed a strong trust in us and regularly reengages us for their new legal staffing requirements.
Beacon Hill Legal made the transition to my most recent contract position at the client as seamless and smooth as possible.
