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The Billing Specialist plays a critical role in ensuring the seamless execution of billing processes, compliance with firm policies, and client satisfaction. This individual will manage complex billing workflows, resolve disputes, and provide detailed reporting in a fast-paced, detail oriented services environment.
Job Responsibility:
Create, review, and edit bill proformas based on requests from attorneys, paralegals, and secretaries
Process high-volume, complex legal bills efficiently, including applying discounts, split-party billing, and preparing e-bills
Analyze and monitor e-billing platforms to handle appeals for deductions and specialty legal billing issues
Submit invoices via mail, email, and e-billing platforms (e.g., CounselLink, LegalTracker, TyMetrix 360, etc.)
Maintain billing and matter management data in ERP systems and e-billing platforms by setting up clients, matters, timekeepers, and rates, and coordinating with clients for system setup support
Ensure compliance with firm billing policies, outside counsel guidelines, and client-specific requirements, recommending policy updates as needed
Accurately manage client and matter setup, billing arrangements, accruals, budgets, and status reports to meet deadlines
Review and approve new client/matter intake forms to verify billing arrangements, rates, and discounts
Assess and provide feedback on billing requirements in new client engagement letters
Maintain desktop procedures and documentation for special handling requirements
Generate billing schedules and analyses, and ensure compliance with client-specific reporting needs (e.g., accruals, budgets, timekeeper data)
Test and verify billing software application updates and enhancements
Assist with ad hoc accounting projects as assigned
Communicate courteously and professionally with clients, attorneys, and staff across all levels of the firm
Requirements:
1–3 years of relevant experience required
billing experience in a detail oriented services or law firm environment is preferred
Strong knowledge of Microsoft Office, especially Excel, Word, and Outlook
ability to learn new software/applications quickly
Familiarity with billing platforms (e.g., Aderant) and e-billing systems is a plus
An associate degree in accounting or a related field is required
a bachelor’s degree is preferred
Equivalent work experience may be considered
Solid understanding of accounting processes and aptitude for working with ERP and billing systems
Excellent attention to detail, organizational ability, and time management
Strong communication (written and verbal) skills with a client-focused approach
Must possess analytical skills, the ability to multi-task effectively, and a collaborative mindset to work both independently and as part of a diverse team
Familiarity with outside counsel billing guidelines and client engagement letters
Capacity to interact with a variety of personalities and stakeholders at different levels of the organization
2-5 years of E-billing experience (open to various industries)