Jobs · Ohio

Legal Billing Intake Engagement Specialist

Taft Stettinius & Hollister LLP · Ohio, United States · 1 mo ago
Hybrid$70k–$80k/yrFull-time
We need to output HTML fragment with sections: headings

for sections like About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule. Use
  • for any list of duties/requirements/benefits, and

    for prose. Do NOT repeat job title as heading. Do NOT put Job ID/requisition numbers as headings. Preserve all substantive info. Remove boilerplate: cookie/navigation/legal/EEO/equal-opportunity/scam-warning boilerplate, duplicated lines, application instructions. Include a section ONLY when posting has real, specific content for it — never emit heading followed by filler/placeholder text. Prefer few substantive sections over many thin ones. We need to parse the posting. Content: - Intro: "At Taft, we work as one team, driven and committed to helping our clients succeed. A full service law firm with more than 1,250 attorneys and over 2,000 on our team, we have the collaborative approach, advanced technological resources, and depth of services that make us a preeminent law firm. We are seeking a Legal Billing Intake Engagement Specialist with 5+ years’ experience to support our Accounting group. All Taft employees operate under a “Client First” philosophy - in all things, we seek to provide exceptional services to our clients. This is a hybrid position and may be based in any Taft office location across the U.S." That's about the role/company. - Duties & Responsibilities: list of bullet points (starting with "Coordinate new client/matter intake..." etc). We need to capture each bullet. - Requirements: list of bullet points (starting with "Minimum of five years of legal billing experience..." etc). Also includes "Proficiency with BillBlast or eBillingHub is highly desirable." etc. - Benefits: "Taft offers competitive compensation and a comprehensive benefit package, including medical, dental, vision, life, long term disability, flexible spending, 401K, Paid Time Off, paid holidays, bonus and more." - Pay: "The salary range for this position is $70,000 – $80,000. The range displayed reflects the minimum and maximum salaries for the position. Within the range, individual pay is determined based on factors including job-related skills, experience, and relevant education or training." - Schedule: Not explicitly given. There's hybrid position mention but not schedule specifics. So we should not create Schedule section unless posting actually states them. It says hybrid position but no schedule details like full-time, part-time, hours. So we should not create Schedule. - Qualifications: Might be covered by Requirements. Could combine Requirements and Qualifications? The instruction says use headings for sections like About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule. We need to decide which sections to include based on content. We have About the role (intro). Responsibilities (duties). Requirements (experience, education, etc). Possibly Skills (proficiency with software etc). But the posting lumps skills within requirements. Could separate Skills as a section if we have specific skill list. But we have many skill-like items: proficiency with ebilling vendor sites, InTapp, CounselGuide, BillBlast/eBillingHub, SurePoint or Aderant, advanced knowledge of outside counsel guidelines, advanced experience with complex billing, ability to communicate, advanced skills in assessing situational needs, attentiveness to details, high responsiveness, ability to prioritize, proven aptitude to learn new software, ability to work hybrid, proficiency with MS Office. Those could be considered Skills. However the instruction says prefer a few substantive sections over many thin ones. So maybe combine Requirements and Skills into one Requirements section, or have Requirements and Skills separate if we have enough content. But we need to avoid filler. We have Benefits and Pay sections with concrete info. Thus sections: About the role (intro), Responsibilities, Requirements (including education, experience, skills), Benefits, Pay. We should not include Qualifications separate if it's same as Requirements. Could include Qualifications if we want but risk duplication. Better to have Requirements covering both experience and qualifications. We must use

    for each section heading. Use
    • for any list of duties/requirements/benefits. Use

      for prose. We need to preserve all substantive information; do not invent or summarize away detail. So we need to keep each bullet point exactly as in posting (maybe minor punctuation). Ensure we don't drop any. Let's extract bullets. Duties & Responsibilities bullets: 1. Coordinate new client/matter intake and engagement setup, ensuring billing requirements are accurately recorded within the accounting system and align with firm policies. 2. Review and validate engagement and billing data in InTapp Open for accuracy and completeness prior to matter activation, working with internal stakeholders to facilitate a smooth process and resolve discrepancies. 3. Maintain client billing guidelines and compliance requirements, including CounselGuide data, to support accurate billing and reduce risk. 4. Perform ongoing maintenance of client and matter records within the accounting system, ensuring all billing-related information, fee arrangements, and related data remains current and accurate. 5. Partner with the E-Billing Coordinator on e-billed matters to ensure proper setup, communication, and adherence to client-specific billing requirements and guidelines. 6. Recommend and support process improvements to enhance the efficiency, accuracy, and effectiveness of engagement intake, fee arrangement management, and billing compliance procedures. 7. Assist with training and guidance for staff involved in engagement intake and billing processes. 8. Support departmental initiatives and maintain confidentiality of firm and client information. 9. Participate in ongoing training and professional development to strengthen billing and compliance expertise. Requirements bullets: - Minimum of five years of legal billing experience, including electronic billing (ebilling), and client intake processes required. - College coursework in accounting or related field is preferred. - Related work experience may be considered in lieu of formal education. - Experience with ebilling vendor sites, vendor requirements, and billing guidelines required. - Experience with InTapp client intake software and CounselGuide is highly desirable. - Proficiency with BillBlast or eBillingHub is highly desirable. - Proficiency with SurePoint Legal Management System or Aderant is highly desirable. - Advanced knowledge of outside counsel guidelines and legal billing terminology. - Advanced experience with complex billing requirements. i.e.; split billing, multi-payor fee arrangements, volume discounts, insurance matters. - Ability to communicate effectively, both orally and in writing. - Advanced skills in assessing situational needs and requirements. - Attentiveness to details ensuring completeness, accuracy, and organization. - Exhibit a high level of responsiveness and professionalism. - Ability to prioritize assignments in a time sensitive environment. - Proven aptitude to learn new software and web-based applications. - Ability to work effectively in a hybrid environment, including proficiency using Zoom Workplace. - Proficiency with Microsoft Office Suite; Excel, Outlook, and Word. Benefits bullet: "Taft offers competitive compensation and a comprehensive benefit package, including medical, dental, vision, life, long term disability, flexible spending, 401K, Paid Time Off, paid holidays, bonus and more." Pay: "The salary range for this position is $70,000 – $80,000. The range displayed reflects the minimum and maximum salaries for the position. Within the range, individual pay is determined based on factors including job-related skills, experience, and relevant education or training." We also have hybrid position mention in intro: "This is a hybrid position and may be based in any Taft office location across the U.S." That's part of About the role. We need to remove boilerplate: EEO, E-VERIFY, etc. Also remove duplicated lines, application instructions, cookie/navigation/legal etc. The posting includes a lot of fluff after benefits: "Taft is an Equal Opportunity Employer. The information in this posting presents general duties, tasks, and responsibilities but is not intended to be an exhaustive listing. Taft Stettinius & Hollister LLP participates in E-VERIFY. Company Description Careers at Taft..." etc. All that should be removed. Thus final HTML fragment:

      About the role

      At Taft, we work as one team, driven and committed to helping our clients succeed. A full service law firm with more than 1,250 attorneys and over 2,000 on our team, we have the collaborative approach, advanced technological resources, and depth of services that make us a preeminent law firm. We are seeking a Legal Billing Intake Engagement Specialist with 5+ years’ experience to support our Accounting group. All Taft employees operate under a “Client First” philosophy - in all things, we seek to provide exceptional services to our clients. This is a hybrid position and may be based in any Taft office location across the U.S.

      Responsibilities

      • Coordinate new client/matter intake and engagement setup, ensuring billing requirements are accurately recorded within the accounting system and align with firm policies.
      • Review and validate engagement and billing data in InTapp Open for accuracy and completeness prior to matter activation, working with internal stakeholders to facilitate a smooth process and resolve discrepancies.
      • Maintain client billing guidelines and compliance requirements, including CounselGuide data, to support accurate billing and reduce risk.
      • Perform ongoing maintenance of client and matter records within the accounting system, ensuring all billing-related information, fee arrangements, and related data remains current and accurate.
      • Partner with the E-Billing Coordinator on e-billed matters to ensure proper setup, communication, and adherence to client-specific billing requirements and guidelines.
      • Recommend and support process improvements to enhance the efficiency, accuracy, and effectiveness of engagement intake, fee arrangement management, and billing compliance procedures.
      • Assist with training and guidance for staff involved in engagement intake and billing processes.
      • Support departmental initiatives and maintain confidentiality of firm and client information.
      • Participate in ongoing training and professional development to strengthen billing and compliance expertise.

      Requirements

      • Minimum of five years of legal billing experience, including electronic billing (ebilling), and client intake processes required.
      • College coursework in accounting or related field is preferred.
      • Related work experience may be considered in lieu of formal education.
      • Experience with ebilling vendor sites, vendor requirements, and billing guidelines required.
      • Experience with InTapp client intake software and CounselGuide is highly desirable.
      • Proficiency with BillBlast or eBillingHub is highly desirable.
      • Proficiency with SurePoint Legal Management System or Aderant is highly desirable.
      • Advanced knowledge of outside counsel guidelines and legal billing terminology.
      • Advanced experience with complex billing requirements; i.e., split billing, multi-payor fee arrangements, volume discounts, insurance matters.
      • Ability to communicate effectively, both orally and in writing.
      • Advanced skills in assessing situational needs and requirements.
      • Attentiveness to details ensuring completeness, accuracy, and organization.
      • Exhibit a high level of responsiveness and professionalism.
      • Ability to prioritize assignments in a time sensitive environment.
      • Proven aptitude to learn new software and web-based applications.
      • Ability to work effectively in a hybrid environment, including proficiency using Zoom Workplace.
      • Proficiency with Microsoft Office Suite; Excel, Outlook, and Word.

      Benefits

      • Taft offers competitive compensation and a comprehensive benefit package, including medical, dental, vision, life, long term disability, flexible spending, 401K, Paid Time Off, paid holidays, bonus and more.

      Pay

      The salary range for this position is $70,000 – $80,000. The range displayed reflects the minimum and maximum salaries for the position. Within the range, individual pay is determined based on factors including job

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