Client Compliance Specialist

About the role

The Client Compliance Specialist plays a key role in ensuring accurate compliant client billing by interpreting Outside Counsel Guidelines and partnering with Billing, eBilling and Client Arrangements teams. The position serves as a trusted resource for billing compliance guidance, helping ensure client requirements are clearly understood, properly implemented and consistently followed across the firm.

Responsibilities

• Review, analyze, summarize and document client Outside Counsel Guidelines and distribute billing requirements to appropriate firm personnel
• Interpret client billing guidelines and ensure accurate compliance within the firm’s financial and legal management systems
• Review new and revised billing guidelines and engagement letters advising Client Intake team on required revisions
• Ensure matter-level billing instructions and billing documentation are properly maintained and aligned with client requirements
• Onboard new eBilled clients and clients migrating to eBilling platforms from initiation through full implementation
• Cook up eBilling onboardings with billing professionals, eBilling teams, Client Arrangements, and clients to ensure accurate and timely setup
• Review and process eBilling vendor invoices, confirming correct fees are charged and monitoring prompt payment
• Analyze billing guidelines to ensure corresponding billing information is properly configured, including billing instructions and master specifications documentation
• Evaluate current billing compliance processes and identify opportunities for efficiency and process improvement
• Collaborate with the Client Arrangements and Compliance team to establish and implement standard operating procedures and departmental policies
• Monitor and support ongoing process improvement initiatives, ensuring milestones are met
• Address billing compliance questions from firm practice groups and clients
• Provide coverage and support to other team members as needed
• Aid in special billing and compliance projects, including year-end rate arrangement confirmations and rate requests

Qualifications

• Candidate should have a minimum of two (2) years of related experience in legal billing or eBilling.
• Bachelor’s degree in accounting, business or a related field required.
• Advanced experience in Microsoft Suite (with focus on advanced Excel skills)
• Experience with electronic billing systems, including Aderant Expert and rate hierarchy structures strongly preferred
• Strong organizational skills with exceptional attention to detail
• Excellent analytical, mathematical, and problem-solving abilities
• Strong written and verbal communication skills
• Ability to manage multiple priorities, meet tight deadlines, and handle confidential information
• Ability to work collaboratively in a team environment and share knowledge effectively
• Experience with legal billing and accounting software
• Familiarity with Iridium and Power BI preferred

Benefits

The base annual pay range for this role is between $75,000 - $95,000. The base pay to be offered will vary and depend on skills and qualifications, experience, location and will also take into account internal equity. A full range of medical, financial and/or other benefits dependent on the position will also be offered.