What are the responsibilities and job description for the Billing and Client Relations Coordinator position at Consultative Search Group?
A prestigious national law firm is looking to add a Billing & Client Relations Coordinator to join its dynamic team. This role will support the firm’s billing team and report directly to the Director of Billing & Client Relations.
Responsibilities:
Billing:
- Assist with client invoice processing, including submission to various e-billing systems.
- Support day-to-day billing and invoicing activities, ensuring accurate and timely processing.
- Utilize Aderant Expert billing and iTimeKeep timekeeping software to manage billing functions.
- Troubleshoot billing system-related issues and escalate as needed.
- Assist attorneys and management with specialized billing arrangements for various clients.
- Perform full cycle billing functions, including generating, logging, and tracking pre-bills and finalized invoices.
- Input and modify time entries using Aderant EA Pro Billing Workspace.
- Create and deliver invoices to clients via mail or electronic means.
- Set up and manage accounts on third-party e-billing platforms.
- Provide billing, accounts receivable, and payment analysis to partners and clients.
- Work with internal teams to resolve billing discrepancies and ensure efficient invoice processing.
- Assist with training new hires in billing processes and timekeeping systems.
New Business Intake:
- Assist with client and matter intake processes, ensuring compliance with firm policies and procedures.
- Review and validate client/matter data for accuracy in Aderant and other firm databases.
- Coordinate with attorneys and administrative staff to ensure proper documentation and approvals for new matters.
- Maintain and update client and matter records, ensuring accurate reporting and compliance with firm guidelines.
- Provide support and guidance on conflict and risk management processes.
Collections:
- Monitor and track outstanding accounts receivable, ensuring prompt follow-up on past-due invoices.
- Coordinate with attorneys and clients to facilitate timely payments and resolve outstanding balances.
- Generate and distribute collections reports for attorneys and firm leadership.
- Assist in developing and implementing strategies to improve collections and reduce aged receivables.
- Communicate with clients regarding payment status and resolve disputes, as necessary.
Requirements:
- 2-3 years of legal billing experience preferred.
- Knowledge and/or experience in electronic billing required.
- Proficiency in Microsoft Outlook, Excel, and report-writing software necessary.
- Experience with Aderant EA Pro Billing required.
- Strong organizational skills with attention to detail.
- Ability to work independently while collaborating with attorneys, staff, and clients.
Many of our job openings can be viewed at https://consultativesg.crelate.com/portal
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Salary : $75,000 - $100,000
