Risk Management Client Matter Lifecycle Clerk

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

📋 Description

• Act as the primary contact for billing setup for Partners and legal assistants.

• Enter and manage client billing information and specific instructions in the accounting database, including matter budgets and timekeeper rates.

• Assess and confirm the accuracy of billing setups to ensure timely and precise invoicing tailored to each Client’s requirements.

• Make sure that the initial matter billing setup complies with Billing and Outside Counsel Guidelines.

• Review and validate billing documentation as necessary.

• Verify rates and fee arrangements for each individual matter.

• Collaborate with Attorneys, the Billing team, Client Service Specialists, and other staff to facilitate the flow of billing information within the New Business Intake process.

• Foster standardization and innovation to support future growth.

• Ensure adherence to Firm policies and practices while promoting consistency and education on both professional and technical matters.

• Assist with special projects, ad hoc reports, and other activities as required.

• Execute additional responsibilities as assigned.

⛳️ Requirements

• 1–3 years of experience related to the outlined responsibilities and duties.

• Professional demeanor is essential.

• Outstanding organizational and interpersonal skills.

• Previous experience in a law firm is highly preferred.

• Bachelor’s degree in Accounting or a related field; an A.A. or equivalent from a two-year college or technical institution; or an equivalent combination of education and experience.

• At least 2 years of experience in general accounting practices.

• Minimum of 1 year’s experience with legal and/or electronic billing processes and practices.

• Prior experience with Aderant or Elite billing systems is advantageous.

• Familiarity with Intapp OPEN Intake or Fulcrum GT’s UPFRONT is preferred.

• Strong Excel skills with the ability to analyze financial data.

• Analytical, intellectually curious, and driven to find answers and solutions.

• Required familiarity and comfort with legal documents and contracts.

• Capability to multitask independently and collaboratively in a deadline-driven, detail-oriented, and fast-paced environment.

• A resume and salary expectations are required for consideration.

🏝️ Benefits

• Flexible options for remote, hybrid, or onsite work schedules.

• Equal opportunity employer.