Risk Management Client Matter Lifecycle Clerk

Overview

This role is a Risk Management–Client Matter Lifecycle Clerk position with a national law firm that has offices in all 50 states. The position is full-time and offers flexible options to work remote, hybrid, or onsite.

Ideal candidates have 1–3 years of experience related to the responsibilities below. A professional demeanor, excellent organizational skills, and strong interpersonal skills are required, including the ability to interact with candidates, attorneys, management, and staff. Law firm experience is highly desired.

Responsibilities

• Serve as the point of contact on billing setup for Partners and legal assistants.
• Input and maintain client billing information setup and special instructions in the accounting database, including matter budgets, timekeeper rates, and related details.
• Review and verify the accuracy of billing setup to ensure accurate and prompt invoicing based on each Client’s specific needs.
• Ensure a Client’s initial matter billing setup aligns with their Billing and Outside Counsel Guidelines.
• Review and verify the accuracy of billing documentation as required.
• Confirm that rates and any fee arrangements are reflected for each individual matter.
• Communicate with attorneys, the billing team, Client Service Specialist, and other staff to support the successful flow of billing information within the New Business Intake workflow.
• Drive standardization and innovation alongside future growth.
• Ensure firm policies and practices are followed; promote consistency and education on professional and technical matters to meet Client and Firm billing objectives.
• Assist with other special projects, ad hoc reports, and activities as needed, and perform additional duties as assigned.

Qualifications

• Bachelor’s degree in Accounting or related field; or an A.A. or equivalent from a two-year college or technical school; or at least one year related experience in a large law firm; or an equivalent combination of education and experience.
• Minimum of two (2) years’ experience in general accounting practices.
• Minimum of one (1) years’ experience with legal and/or electronic billing processes and practices, including prior experience with Aderant or Elite billing systems.
• Experience with Intapp OPEN Intake or Fulcrum GT’s UPFRONT preferred.
• Strong Excel skills with the ability to analyze financial data.
• Analytical, intellectually curious, and motivated to seek out answers and solutions.
• Familiarity and comfort dealing with legal documents and contracts required.
• Ability to multitask and work both independently and as part of a team in a deadline-driven, detail-oriented, fast-paced environment.

Compensation & Benefits

• Yearly salary range: $35,000–$50,000
• Pay range listed as: USD $35,000.00 - USD $50,000.00 /Yr.
• The actual salary offered may be above or below the identified range and will be based on relevant skills, training, experience, and the location where the position is filled.

Location

Offices are located in all 50 states. This role is open to remote, hybrid, or onsite work options.