- Lead discovery with firm billing and finance teams to map time and expense capture, pre-bill review, invoicing, and collections.
- Design billing setups on Litify and Salesforce, including rates, fee arrangements, and invoice templates.
- Configure time and expense capture, including activity and task codes, costs, cost recovery, and markups.
- Build pre-bill review and approval workflows, including billing adjustments.
- Set up e-billing using required LEDES file formats, UTBMS codes, and client billing guidelines.
- Design accounts receivable and collections processes, including payments, retainers, trust funds, and client statements.
- Deliver billing and financial reporting, including WIP, realization, timekeeper utilization, aged AR, and collections.
- Plan and support migration of open WIP, unbilled costs, and AR balances, reconciling them to source systems.
- Configure and test solutions, and conduct workshops, UAT, training, and go-live support.
- Maintain project status, risks, and documentation, and share field learnings with Product and Professional Services.
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