Billing Specialist

Responsibilities

• Review initial matter intake requests and confirm accuracy of data entered through intake workflow.
• Establish billing rate sets as required by terms of engagement and ensure they are correctly linked to each matter.
• Generate, launch and monitor status of prebills through the Aderant Expert Billing workflow.
• Process and finalize bill edits as directed by the billing attorney or their secretary.
• Assemble back-up documentation for costs invoiced to clients to provide with invoice.
• Print and mail invoices to those clients requesting paper billing.
• Using the BillBlast system prepare and submit electronic invoices in accordance with client and e-billing vendor guidelines.
• Track billings and research and resolve issues associated with electronic invoicing.
• Communicate with internal and external clients. Answer client inquiries via phone and email.
• Keep appropriate documentation by logging conversations, e-mails and other communications.
• Absorb and organize documentation as to facilitate follow-up efforts using the Aderant Collections software.
• Assist attorneys and clients with requests for information related to billing and payments, including providing information for client audit letter responses.
• Maintain quality relationships with the attorneys and clients.
• Contact clients (with billing partner approval) regarding invoices/accounts which are past due.
• Provide information as requested in order to facilitate a quick remittance.
• Perform testing and implementation of new system enhancements.
• Maintain files and documentation thoroughly and accurately, in accordance with firm policy and procedure and accepted accounting practices.

Qualifications

• Knowledge of accounting principles and practices as normally acquired through an Associate’s degree in Accounting or closely related field, or equivalent combination of training and experience is required.
• Possess a minimum of three to five years of hands-on experience in a law firm accounting environment; Aderant experience is preferred.
• Must have strong technology skills and particularly strong skills in a service-oriented office environment.
• Demonstrated proficiency with Microsoft Suite, to include Excel and the ability to prepare ad hoc reports and requests as needed.
• Ability to research and resolve errors or discrepancies, effectively and efficiently.
• Ability to anticipate work needs and follow through with minimal direction, follow up on own initiative.