Matter Maintenance Specialist

This is a fully remote position, open to applicants in United States.

📋 Description

• Oversee and handle incoming maintenance requests via the Upfront platform and the Fresh Service ticketing system.

• Evaluate tickets for completeness, accuracy, necessary approvals, and accompanying documentation.

• Monitor ticket status and guarantee timely resolution within the set service levels.

• Process updates to client and matter records, which includes changes to rates, billing details, matter transfers, and general data upkeep.

• Ensure that updates are accurately reflected in the firm's systems and are consistent with client agreements and billing standards.

• Validate data prior to entry and conduct quality checks post-updates.

• Identify discrepancies, inconsistencies, or potential errors, and propose solutions.

• Maintain proper documentation and audit trails for all modifications.

• Work collaboratively with billing and finance teams to ensure the accuracy of rate structures and client billing requirements.

• Ensure adherence to firm financial policies and client-specific billing regulations.

• Assist attorneys, administrative personnel, and finance teams with updates regarding post-opening clients and matters.

⛳️ Requirements

• A minimum of three (3) years of experience pertinent to the described responsibilities, within a law firm.

• Previous experience in a law firm or financial analysis is highly preferred.

• Capability to prioritize and manage multiple tasks while adhering to deadlines in a fast-paced setting.

• Excellent organizational abilities and attention to detail.

• Ability to exercise discretion, maintain confidentiality, and apply sound judgment.

• Professional demeanor with the ability to effectively interact with attorneys, management, staff, and candidates.

• Experience in conducting research and utilizing online databases.

• Proficiency in legal and business intake platforms and research tools.

• Experience with Upfront or a comparable intake environment is preferred.

• Familiarity with Aderant or a similar accounting platform is preferred.

• Strong project coordination skills; experience in supporting enterprise-wide initiatives is a plus.

• Submission of a cover letter and resume is required.

🏝️ Benefits

• Flexible location options, including remote and hybrid arrangements.

• Supportive and professional work environment.

• Diverse and inclusive culture.