Set up formats, special rates, and all information needed for billing (addresses, phone numbers, etc.).
Review the Engagement Letter for compliance with Billing & Collection guidelines and set up the billing system to comply with the clients billing arrangements.
Check attorney rates and set up special rates or disbursement rates as necessary.
Manage the clients trust/retainer account and confirm amounts are applied or distributed correctly.
Print and distribute pre-bills for attorney review and completion, as requested.
Manage the receipt of pre-bills via the Prebill Manager Application.
Follow up with attorneys on the return of their pre-bills and report attorneys who are not in compliance to Firm management.
Edit and modify pre-bills per attorney instruction and confirm compliance with Firm Billing Guidelines.
Process appropriate approved unbilled write off forms.
Responsible for the distribution of the Firm invoices to the client via the preferred method of delivery; mail, e-mail, or submitting via an electronic billing website.
Cancellation of cash receipts and invoices and reapplication of same as necessary.
Research and provide requested billing information and reports to attorneys or clients.
Change originating credits when requested and approved by Firm management.
Work with both the conflicts and collections departments in resolving billing and collections issues as they arise.
Requirements
Bachelors degree from an accredited college or university preferred; high school diploma or GED required.
Prior experience in a law firm environment required, with minimum 5+ years legal billing experience.
Proficient knowledge of legal accounting software; e-billing and Aderant experience highly preferred.
Strong computer proficiency in the following Microsoft Office programs Excel, Outlook, and Word.
Ability to work under time constraints, alone or in a team environment.
Ability 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.
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