Risk Management Client Matter Lifecycle Clerk

Overview

This role is with a national law firm that has offices in all 50 states. An opening is available for a Risk Management–Client Matter Lifecycle Clerk. Ideal candidates have 1–3 years of experience related to the responsibilities and duties below. A professional demeanor is required, along with strong organizational and interpersonal skills, including the ability to interact effectively with candidates, attorneys, management, and staff.

This is a full-time position with flexible options to work remote, hybrid, or onsite.

Responsibilities

• Serve as the point of contact for 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 support accurate and prompt invoicing based on each client’s specific needs.
• Ensure a client’s initial matter billing setup aligns with that client’s 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 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 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 two (2) years of experience in general accounting practices.
• Minimum one (1) year of 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 is preferred.
• Strong Excel skills, including the ability to analyze financial data.
• Analytical, intellectually curious, and motivated to find answers and solutions.
• Familiarity and comfort dealing with legal documents and contracts required.
• Ability to multitask, working 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 (USD)
• The actual salary offered may be above or below the identified range and will be based on a wide range of factors, including relevant skills, training, and experience, including the location where the position is filled.

Location

• Remote, hybrid, or onsite (location where the position is filled will factor into the final salary offer).

Equal Opportunity

The employer is an equal opportunity employer.

Application Instructions

For consideration, submit a resume and salary requirements.