Legal Billing Specialist

ESSENTIAL DUTIES & RESPONSIBILITIES

• Client Billing & Matter Setup
• Open and maintain client and matter records, including billing formats, rates, and contact details.
• Review engagement letters to ensure billing compliance and configure systems accordingly.
• Set up and manage special billing arrangements, rates, and disbursements.
• Apply trust/retainer funds at time of billing as needed.
• Submit e-bills, rates, budgets, appeals, etc. into various e-bill sites as needed.
• Pre-Bill & Invoice Management
• Manage the receipt of pre-bills via the PrebillManager application.
• Generate, distribute, and track pre-bills for attorney review and approval as requested.
• Follow up on outstanding pre-bills and escalate non-compliance to firm leadership.
• Edit and finalize bills per attorney instruction while ensuring adherence to firm billing policies.
• Process write-offs and billing adjustments as approved.
• Compliance & Collaboration
• Ensure compliance with firm billing guidelines and client billing requirements.
• Support internal audits and respond to billing-related inquiries.
• Partner with attorneys and firm leadership to address complex billing scenarios.

QUALIFICATIONS

• Bachelor’s degree preferred; high school diploma or GED required.
• Minimum 7 years of legal billing experience; law firm experience required.
• Proficiency with legal accounting and e-billing systems; Aderant experience highly preferred.
• Strong knowledge of e-billing is required.
• Strong organizational, analytical skills.
• Strong computer proficiency in the following Microsoft Office programs – Excel, Outlook, and Word.
• Able to work under time constraints, alone or in a team environment.
• Able to organize and prioritize numerous tasks and complete them under time constraints.
• Interpersonal skills necessary to communicate in person, by e-mail, and telephone to provide information with courtesy and tact to clients, attorneys, and other staff members.