Billing Coordinator
for section headings. Use - for any list of duties/requirements/benefits. Use
for prose.
We must not create sections with filler. So we need to include sections only where we have content.
Let's plan sections:
- About the role (intro paragraph)
- Responsibilities (maybe combine Essential Duties and Other Duties? Could separate but both are duties. Could have "Responsibilities" covering essential and other duties. Or separate "Essential Duties" and "Other Duties". The instruction: use headings like About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule. They gave examples but we can use others? It says "use
for section headings (e.g. About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule)." That suggests we should stick to those headings if applicable. But we can also use other headings? It says e.g., meaning examples. Likely we should use those headings where appropriate. So we have About the role, Responsibilities, Qualifications, Skills, Education, Physical Demands, Working Conditions. However Education and Physical Demands and Working Conditions are not in the example list but could be considered under Qualifications? But they are separate sections in posting. The instruction says "Prefer a few substantive sections over many thin ones." So we might combine Education, Physical Demands, Working Conditions under Qualifications? But they are distinct. However we could keep them as separate sections if they have content. The allowed headings list didn't include Education, Physical Demands, Working Conditions but they said e.g., not exhaustive. So we can use them.
We must not create Pay/Schedule/Benefits sections because not present.
Thus sections:
About the role
...
Responsibilities
- ... essential duties ...
- ... other duties ...
maybe separate essential and other but we can combine.
Qualifications
maybe includes Knowledge/Experience and Skills? But Skills is separate heading example. So we could have Qualifications for knowledge/experience, and Skills separate.
Thus:
Qualifications
Knowledge/Experience: ...
Skills
- ...
Education
...
Physical Demands
...
Working Conditions
...
We need to preserve all substantive information. Let's extract.
About the role paragraph: combine first sentences.
" This non-exempt position is responsible for compiling, managing, and executing attorney billing. This includes gathering all billing information, creating, and obtaining approval on several hundred proformas, and creating and distributing final invoices. This individual will support and interface with multiple billing attorneys in different practice areas across all of our Haynes and Boone office locations. This person will also communicate with secretaries, staff and Firm clients while maintaining confidentiality of client and firm matters."
We'll put that in .
Responsibilities: list essential duties bullet points:
- Create, review, and edit proformas in response to attorney and secretary requests.
- Execute complex bills in a timely manner (e.g., multiple discounts by matter, split‐party billing, preparation of electronic bills).
- Compile supporting back-up documentation as required.
- Submit invoices by mail, email, and e-billing via eBillingHub and other e‑billing sites as required.
- Configure and maintain information on e‑billing sites including setting up new clients, new matters, new timekeepers, and new rates, and communicate with clients in regard to setup efforts.
- Address and resolve e-billing disputes, rejections, and short pays timely.
- Ensure compliance with existing Firm billing policies and procedures, recommending changes when necessary.
- Ensure compliance with meeting all client, firm, and attorney deadlines (e.g. accruals, budgets, invoicing, status reports).
- Review, assess and ensure compliance with Outside Counsel Policies and Procedures.
- Review, assess and provide feedback, when requested, on the billing requirements within new client engagement letters.
- Create and maintain desktop procedures including any attorney, client or matter special handling requirements.
- Review and approve all new client and matter intake forms to ensure accurate setup in 3E including billing arrangements, rates, and discounts.
- Assist with verifying any new application changes or enhancements.
- Create and ensure compliance with any client-specific reporting requirements (e.g., accruals, budgets, timekeepers, rates).
- Communicate professionally and courteously with clients, attorneys, paralegals, and other staff.
- Create billing schedules and various other billing analyses as needed.
Other Duties:
- Assist with special projects as needed.
- Perform other related duties as assigned.
Reporting Relationship: "The Billing Coordinator reports directly to the Manager or Supervisor of Billing and works closely with various partners in leadership positions. This position does not supervise staff."
We could include Reporting Relationship under Responsibilities or as its own section? Not in example headings. Could be part of Responsibilities or maybe under About the role. But we have to preserve all substantive info. Could add a paragraph under Responsibilities after list? Or create a separate section "Reporting Relationship". Since not in example headings but allowed? Probably okay to add as its own heading if we want to preserve. But instruction: "use
for section headings (e.g. About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule)." It doesn't forbid other headings, but suggests those are typical. Safer to stick to those headings. So we could incorporate Reporting Relationship into About the role or Responsibilities as a paragraph.
Qualifications: Knowledge/Experience paragraph:
"One to three years of relevant experience is required. This individual must have proficient knowledge in accounting processes and Microsoft Office applications, primarily Excel, Word and Outlook. A solid understanding of the billing processes in the professional services industry (ideally within a law firm environment) is preferred. A broad range of technical ability, with a demonstrated aptitude and willingness to learn new software/applications is needed for this position."
Skills: list bullet points:
- Superior attention to detail, time management and organizational skills.
- Strong analytical skills and ability to effectively multi-task and prioritize work to meet aggressive deadlines.
- Strong client focus, as well as strong written and verbal communication skills, with the ability to work both individually and as a member of a team.
- Ability to work with many different types of personalities at all levels of organization.
Education:
"An associate degree in accounting or related field is required; a bachelor’s degree is preferred. Equivalent experience will be considered."
Physical Demands:
"Must be able to move around the office up to 15% of the time to make copies, fax, file, etc.; Remains stationary at least 85% of the time. This position operates computers and other office productivity machines (e.g., fax machine, copier, printer, etc.) on a regular basis. Occasionally required to move documents or files weighing up to 15 lbs.; This position requires constant communication and exchange of information with the Firm attorneys, clients, and staff; This position must be able to inspect and observe information on a computer screen at least 80% of the time."
Working Conditions:
"Office Environment. Occasionally working additional hours beyond the normal schedule may be required to meet firm or client demands. At Haynes and Boone, our people are the driving force behind our success. Because we value the role every individual plays in how we deliver exceptional legal services, we hire people who will contribute to our professional reputation, enhance client relationships and share in our success. Haynes and Boone has been doing business in Houston for more than 30 years – consistently providing value to our clients in the local community, the U.S., and internationally. Our lawyers help major corporate clients grow and thrive in this energetic city, which has major connections to Latin America, Europe and Asia. Our Houston office focuses on energy, private equity, technology, real estate, intellectual property, environmental, business litigation, appeals, bankruptcy and restructuring, labor and employment, employee benefits and executive compensation, finance, tax, securities, mergers and acquisitions, and public and international law. We believe our people are the driving force behind our success in Houston. Because we value the role every individual plays in delivering exceptional legal services, we hire people who will contribute to our professional reputation, enhance client relationships and share in our success. We are committed to having an inclusive workforce that reflects our communities, and we seek highly motivated lawyers and staff who value our culture of respect and teamwork."
We need to ensure we don't include boilerplate like EEO etc. The above includes some generic firm description but it's part of posting; we should keep it as it's substantive? It's about firm background; maybe considered boilerplate but it's part of the posting describing the firm. The instruction: "Remove cookie/navigation/legal/EEO/equal-opportunity/scam-warning boilerplate, duplicated lines, and application instructions." The firm description is not exactly boilerplate but could be considered generic marketing. However it's part of the posting; we might keep it as it's substantive about the firm. But it's somewhat repetitive. However we can keep it.
We need to output only HTML fragment.
Let's craft.
We'll have:
About the role
This non-exempt position is responsible for compiling, managing, and executing attorney billing. This includes gathering all billing information, creating, and obtaining approval on several hundred proformas, and creating and distributing final invoices. This individual will support and interface with multiple billing attorneys in different practice areas across all of our Haynes and Boone office locations. This person will also communicate with secretaries, staff and Firm clients while maintaining confidentiality of client and firm matters. The Billing Coordinator reports directly to the Manager or Supervisor of Billing and works closely with various partners in leadership positions. This position does not supervise staff.
Responsibilities
- Create, review, and edit proformas in response to attorney and secretary requests.
- Execute complex bills in a timely manner (e.g., multiple discounts by matter, split‐party billing, preparation of electronic bills).
- Compile supporting back-up documentation as required.
- Submit invoices by mail, email, and e-billing via eBillingHub and other e‑billing sites as required.
- Configure and maintain information on e‑billing sites including setting up new clients, new matters, new timekeepers, and new rates, and communicate with clients in regard to setup efforts.
- Address and resolve e-b
for prose. We must not create sections with filler. So we need to include sections only where we have content. Let's plan sections: - About the role (intro paragraph) - Responsibilities (maybe combine Essential Duties and Other Duties? Could separate but both are duties. Could have "Responsibilities" covering essential and other duties. Or separate "Essential Duties" and "Other Duties". The instruction: use headings like About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule. They gave examples but we can use others? It says "use
for section headings (e.g. About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule)." That suggests we should stick to those headings if applicable. But we can also use other headings? It says e.g., meaning examples. Likely we should use those headings where appropriate. So we have About the role, Responsibilities, Qualifications, Skills, Education, Physical Demands, Working Conditions. However Education and Physical Demands and Working Conditions are not in the example list but could be considered under Qualifications? But they are separate sections in posting. The instruction says "Prefer a few substantive sections over many thin ones." So we might combine Education, Physical Demands, Working Conditions under Qualifications? But they are distinct. However we could keep them as separate sections if they have content. The allowed headings list didn't include Education, Physical Demands, Working Conditions but they said e.g., not exhaustive. So we can use them.
We must not create Pay/Schedule/Benefits sections because not present.
Thus sections:
About the role
...
Responsibilities
- ... essential duties ...
- ... other duties ...
Qualifications
maybe includes Knowledge/Experience and Skills? But Skills is separate heading example. So we could have Qualifications for knowledge/experience, and Skills separate. Thus:Qualifications
Knowledge/Experience: ...
Skills
- ...
Education
...
Physical Demands
...
Working Conditions
...
We need to preserve all substantive information. Let's extract. About the role paragraph: combine first sentences. " This non-exempt position is responsible for compiling, managing, and executing attorney billing. This includes gathering all billing information, creating, and obtaining approval on several hundred proformas, and creating and distributing final invoices. This individual will support and interface with multiple billing attorneys in different practice areas across all of our Haynes and Boone office locations. This person will also communicate with secretaries, staff and Firm clients while maintaining confidentiality of client and firm matters." We'll put that in. Responsibilities: list essential duties bullet points: - Create, review, and edit proformas in response to attorney and secretary requests. - Execute complex bills in a timely manner (e.g., multiple discounts by matter, split‐party billing, preparation of electronic bills). - Compile supporting back-up documentation as required. - Submit invoices by mail, email, and e-billing via eBillingHub and other e‑billing sites as required. - Configure and maintain information on e‑billing sites including setting up new clients, new matters, new timekeepers, and new rates, and communicate with clients in regard to setup efforts. - Address and resolve e-billing disputes, rejections, and short pays timely. - Ensure compliance with existing Firm billing policies and procedures, recommending changes when necessary. - Ensure compliance with meeting all client, firm, and attorney deadlines (e.g. accruals, budgets, invoicing, status reports). - Review, assess and ensure compliance with Outside Counsel Policies and Procedures. - Review, assess and provide feedback, when requested, on the billing requirements within new client engagement letters. - Create and maintain desktop procedures including any attorney, client or matter special handling requirements. - Review and approve all new client and matter intake forms to ensure accurate setup in 3E including billing arrangements, rates, and discounts. - Assist with verifying any new application changes or enhancements. - Create and ensure compliance with any client-specific reporting requirements (e.g., accruals, budgets, timekeepers, rates). - Communicate professionally and courteously with clients, attorneys, paralegals, and other staff. - Create billing schedules and various other billing analyses as needed. Other Duties: - Assist with special projects as needed. - Perform other related duties as assigned. Reporting Relationship: "The Billing Coordinator reports directly to the Manager or Supervisor of Billing and works closely with various partners in leadership positions. This position does not supervise staff." We could include Reporting Relationship under Responsibilities or as its own section? Not in example headings. Could be part of Responsibilities or maybe under About the role. But we have to preserve all substantive info. Could add a paragraph under Responsibilities after list? Or create a separate section "Reporting Relationship". Since not in example headings but allowed? Probably okay to add as its own heading if we want to preserve. But instruction: "use
for section headings (e.g. About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule)." It doesn't forbid other headings, but suggests those are typical. Safer to stick to those headings. So we could incorporate Reporting Relationship into About the role or Responsibilities as a paragraph.
Qualifications: Knowledge/Experience paragraph:
"One to three years of relevant experience is required. This individual must have proficient knowledge in accounting processes and Microsoft Office applications, primarily Excel, Word and Outlook. A solid understanding of the billing processes in the professional services industry (ideally within a law firm environment) is preferred. A broad range of technical ability, with a demonstrated aptitude and willingness to learn new software/applications is needed for this position."
Skills: list bullet points:
- Superior attention to detail, time management and organizational skills.
- Strong analytical skills and ability to effectively multi-task and prioritize work to meet aggressive deadlines.
- Strong client focus, as well as strong written and verbal communication skills, with the ability to work both individually and as a member of a team.
- Ability to work with many different types of personalities at all levels of organization.
Education:
"An associate degree in accounting or related field is required; a bachelor’s degree is preferred. Equivalent experience will be considered."
Physical Demands:
"Must be able to move around the office up to 15% of the time to make copies, fax, file, etc.; Remains stationary at least 85% of the time. This position operates computers and other office productivity machines (e.g., fax machine, copier, printer, etc.) on a regular basis. Occasionally required to move documents or files weighing up to 15 lbs.; This position requires constant communication and exchange of information with the Firm attorneys, clients, and staff; This position must be able to inspect and observe information on a computer screen at least 80% of the time."
Working Conditions:
"Office Environment. Occasionally working additional hours beyond the normal schedule may be required to meet firm or client demands. At Haynes and Boone, our people are the driving force behind our success. Because we value the role every individual plays in how we deliver exceptional legal services, we hire people who will contribute to our professional reputation, enhance client relationships and share in our success. Haynes and Boone has been doing business in Houston for more than 30 years – consistently providing value to our clients in the local community, the U.S., and internationally. Our lawyers help major corporate clients grow and thrive in this energetic city, which has major connections to Latin America, Europe and Asia. Our Houston office focuses on energy, private equity, technology, real estate, intellectual property, environmental, business litigation, appeals, bankruptcy and restructuring, labor and employment, employee benefits and executive compensation, finance, tax, securities, mergers and acquisitions, and public and international law. We believe our people are the driving force behind our success in Houston. Because we value the role every individual plays in delivering exceptional legal services, we hire people who will contribute to our professional reputation, enhance client relationships and share in our success. We are committed to having an inclusive workforce that reflects our communities, and we seek highly motivated lawyers and staff who value our culture of respect and teamwork."
We need to ensure we don't include boilerplate like EEO etc. The above includes some generic firm description but it's part of posting; we should keep it as it's substantive? It's about firm background; maybe considered boilerplate but it's part of the posting describing the firm. The instruction: "Remove cookie/navigation/legal/EEO/equal-opportunity/scam-warning boilerplate, duplicated lines, and application instructions." The firm description is not exactly boilerplate but could be considered generic marketing. However it's part of the posting; we might keep it as it's substantive about the firm. But it's somewhat repetitive. However we can keep it.
We need to output only HTML fragment.
Let's craft.
We'll have:
About the role
This non-exempt position is responsible for compiling, managing, and executing attorney billing. This includes gathering all billing information, creating, and obtaining approval on several hundred proformas, and creating and distributing final invoices. This individual will support and interface with multiple billing attorneys in different practice areas across all of our Haynes and Boone office locations. This person will also communicate with secretaries, staff and Firm clients while maintaining confidentiality of client and firm matters. The Billing Coordinator reports directly to the Manager or Supervisor of Billing and works closely with various partners in leadership positions. This position does not supervise staff.
Responsibilities
- Create, review, and edit proformas in response to attorney and secretary requests.
- Execute complex bills in a timely manner (e.g., multiple discounts by matter, split‐party billing, preparation of electronic bills).
- Compile supporting back-up documentation as required.
- Submit invoices by mail, email, and e-billing via eBillingHub and other e‑billing sites as required.
- Configure and maintain information on e‑billing sites including setting up new clients, new matters, new timekeepers, and new rates, and communicate with clients in regard to setup efforts.
- Address and resolve e-b