Billing Intake Engagement Specialist

General Description

We are seeking a Billing Engagement Intake Specialist to join our team. This is an exciting opportunity to work in a dynamic and fast-paced environment and contribute to the growth and success of our Firm.

Key Responsibilities And Essential Job Functions

• Manage the intake process for new and existing client engagements, ensuring all billing terms and agreements are obtained, accurately documented and aligned with firm policies.
• Maintain detailed records of all client engagements and billing agreements, ensure all documentation is up-to-date and accessible to relevant teams.
• Review and verify billing guidelines, engagement letters, and outside counsel guidelines to ensure compliance with client-specific terms.
• Perform quality checks on billing-related data to ensure accuracy and completeness before finalizing the engagement set-up.
• Collaborate closely with attorneys, practice assistants, the billing, ebilling and billing compliance teams, and various business services departments to obtain and distribute necessary documentation, resolve any discrepancies in billing terms and ensure setups are aligned with agreed terms to ensure a smooth engagement process.
• Identify areas for improvement in the engagement intake process and implement procedural changes to enhance efficiency and accuracy.
• Aid in training and support to practice assistants and other staff involved in the engagement intake process to ensure they understand and adhere to billing guidelines and procedures.
• Generate reports on engagement setups, billing terms compliance, and other key metrics to monitor performance and identify trends.
• Special projects and duties as assigned.

Required Skills

• Excellent organizational skills, ensuring accuracy in billing terms, engagement letters, and data entry are crucial.
• Meticulous attention to detail to avoid errors that could lead to billing discrepancies or compliance issues.
• Ability to communicate effectively in all forms across multiple audiences.
• Ability to interpret and analyze data, understanding of how data is organized and stored and the processes and steps involved in managing and utilizing data, including data entry, validation, and reporting.
• Ability to work independently or collaboratively in a team environment.

Required Qualifications & Education

• Bachelor’s degree in business administration, finance, or a related field.
• Experience with IntApp or similar client intake software.
• Knowledge of Aderant or other legal billing systems.
• 5+ years of legal or financial experience with a focus on billing, ebilling and client intake process.
• Familiarity with billing software such as Aderant or IntApp is beneficial.
• Knowledge of industry standards and compliance requirements.

Preferred Qualifications & Education

• Exposure and understanding of the client engagement process and revenue cycle.

Physical Requirements

• Ability to sit or stand for extended periods of time.
• Moderate or advanced keyboard usage.

Benefits

• Comprehensive medical (PPO and HDHPs), dental and vision plans including coverage for domestic partners;
• Life and AD&D insurance;
• Short and long term disability insurance;
• Tax-advantaged accounts for health care expenses, including FSAs and HSAs;
• FSAs for dependent care;
• Health advocacy services;
• Behavioral health and counseling resources for all family members;
• 401(k);
• Profit sharing;
• Backup dependent care;
• Senior care planning support;
• Resources for individuals with development disabilities and their caregivers;
• Paid holidays and other paid time off, including paid leave for new parents.