Specific duties of this position include, but are not limited to:

• Open and maintain all Firm client/matter numbers. Set up formats, special rates, and all information needed for billing (addresses, phone numbers, etc.).
• Review the Engagement Letter for compliance with Billing & Collection guidelines and set up the billing system to comply with the client’s billing arrangements. Check attorney rates and set up special rates or disbursement rates as necessary.
• Manage the client’s trust/retainer account and confirm amounts are applied or distributed correctly.
• Print and distribute pre-bills for attorney review and completion, as requested. Manage the receipt of prebills via the Prebill Manager Application. Follow up with attorneys on the return of their prebills and report attorneys who are not in compliance to Firm management.
• Edit and modify pre-bills per attorney instruction and confirm compliance with Firm Billing Guidelines.
• Process appropriate approved unbilled write off forms.
• Responsible for the distribution of the Firm invoices to the client via the preferred method of delivery; mail, email, or submitting via an electronic billing website.
• Cancellation of cash receipts and invoices and reapplication of same as necessary.
• Research and provide requested billing information and reports to attorneys or clients.
• Change originating credits when requested and approved by Firm management.
• Works with both the conflicts and collections departments in resolving billing and collections issues as they arise.

QUALIFICATIONS:

• Ability to work under time constraints, alone or in a team environment.
• Ability to organize and prioritize numerous tasks and complete them under time constraints.
• Interpersonal skills necessary to communicate in person, by e-mail, and telephone to provide information with courtesy and tact to clients, attorneys, and other staff members.
• Knowledge of Microsoft Outlook, Word, and Excel.
• Knowledge of legal accounting software, preferably Aderant.

Years of Experience:

• Self-starter with 3 to 5 years of billing experience in a professional services environment.