Risk Management Client Matter Lifecycle Clerk
New
J
JobgetherLegal Services
Based in United StatesFull-TimeMiddle
Salary35,000 - 50,000 USD per year
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Job Details
- Experience
- At least 2 years of experience with general accounting practices; at least 1 year of experience with legal and/or electronic billing processes and practices.
- Required Skills
- Data AnalysisMicrosoft ExcelAccounting
Requirements
- Bachelor’s degree in Accounting or a related field, an associate degree or equivalent education, or a comparable combination of education and experience.
- At least 2 years of experience with general accounting practices.
- At least 1 year of experience with legal and/or electronic billing processes and practices.
- Experience in a large law firm environment is highly desirable.
- Prior experience with Aderant or Elite billing systems is required.
- Familiarity with Intapp OPEN Intake or Fulcrum GT’s UPFRONT is preferred.
- Strong Microsoft Excel skills, including the ability to analyze and interpret financial data.
- Familiarity and comfort working with legal documents, contracts, billing guidelines, and client-specific requirements.
- Strong analytical and problem-solving abilities, with intellectual curiosity and a proactive approach to finding answers and resolving issues.
- Excellent organizational, communication, and interpersonal skills, with a professional approach to working with attorneys, candidates, management, and staff.
- Ability to manage multiple priorities independently while collaborating effectively within a deadline-driven, fast-paced, and detail-oriented environment.
Responsibilities
- Serve as a primary point of contact for billing setup, working closely with Partners and legal assistants to gather and validate required information.
- Enter and maintain client and matter billing information in accounting systems, including matter budgets, timekeeper rates, billing instructions, and special arrangements.
- Review billing setups for accuracy and completeness to support timely invoicing and compliance with client-specific requirements.
- Ensure initial matter billing configurations align with applicable client billing and outside counsel guidelines.
- Review and verify billing documentation, fee arrangements, rates, and other financial information for individual matters.
- Coordinate with attorneys, billing professionals, client service specialists, and other stakeholders to ensure accurate and efficient information flow throughout the new business intake process.
- Help standardize billing processes, identify opportunities for workflow improvements, and support innovation as business needs evolve.
- Promote adherence to internal policies and procedures while supporting consistent billing practices and educating stakeholders on relevant processes.
- Assist with special projects, ad hoc reporting, data analysis, and other operational activities as assigned.
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