Client Intake & Rates Coordinator

About the role

Clyde & Co is a global law firm with a pioneering heritage and a resolute focus on its core sectors of aviation, energy, infrastructure, insurance, marine, and trade. With over 1,500 lawyers operating from 50 offices and associated offices across six continents, the firm advises insurers, corporations, financial institutions, private individuals, and governments. The Firm's Kansas City Office seeks an energetic, enthusiastic and experienced Client Intake & Rates Coordinator who seeks to be efficient and effective in a fast-paced environment.

Responsibilities

• Monitor the daily status of New Matters by completing the necessary billing setups, including the review of client billing guidelines, invoice delivery method (i.e. ebilled, paper, email), and ensure all necessary billing fields have been populated for successful pro-forma/invoice generation.
• Create and modify bill groups to include addresses and contacts; assist with creating matter plans; set-up and modify split billing set-ups.
• Assist with reviewing all Outside Counsel Guidelines for compliance in order to implement client requirements, including cost expense constraints and electronic billing standards.
• Administrative client, matter and timekeeper file maintenance, including closing files, mass edits revaluing of time, generate ad hoc reports, and complete all daily reporting tasks upon request.
• Maintain shared inbox by providing and organizing prompt responses to requests for rate information and billing setup changes.
• Implement and maintain charge-out rates as agreed by legal and pricing teams.
• Observe confidentiality in all Firm and client matters.
• Other