Legal Billing Specialist

Primary Duties and Responsibilities

• Prepare client billing in a prompt, accurate and timely manner using accounting software for an assigned group of attorneys and others as needed.
• Preview matters, make adjustments or corrections, and ensure all pertinent information is correct and included.
• Communicate with clients to ensure accurate and efficient invoice set-up and processing, using electronic options when available.
• Generate invoices and proof before sending to the client.
• Review and manage invoice submissions to ensure that client requirements are met in a timely manner.
• Confirm that errors have been resolved and invoices are successfully accepted.
• Ensure all cost data uploads are performed and any expenses that must be posted manually are posted within required time frame.
• Research and reconcile any discrepancies in billing information.
• Respond to internal and external clients with courtesy and professionalism regarding account status, transaction details, W9s, credit requests or other billing matters.
• Perform research and communicate as necessary to keep all stakeholders informed.
• Produce and distribute reports as required.
• Serve as a backup for bank reconciliations and other accounting duties as needed.
• Identify issues and suggest solutions or enhancements for billing.
• Ensure all Firm policies and procedures are followed.
• Handle other duties and special projects as assigned.

Requirements

• A high school diploma/GED and a minimum of five years of Accounting experience in the legal industry or the equivalent combination of education and experience.
• Additional experience as a billing specialist with a law firm preferred.
• Knowledge of Elite/3E or a related billing law firm software is preferred.
• Proficiency in billing software required.
• Experience with E-billing required; familiarity with systems such as Serengeti, Tymetrix 360 and CounselLink preferred.
• Strong ability to perform detailed work quickly and accurately.
• Able to handle multiple tasks simultaneously, set priorities and accommodate rush requests.
• Must be a team player, willing to help other team members during peak times.
• Able to maintain composure during stressful situations occurring as a result of deadlines or workloads.
• Possess basic proficiency in Microsoft Word, Excel and Outlook.
• Ability to operate standard office equipment.
• Availability to work outside of scheduled hours, including evenings and/or weekends, to meet deadlines as necessary.
• Excellent communication and interpersonal skills required.