Billing Coordinator - Legal Industry

Billing Coordinator Legal Industry

Downtown SF or Palo Alto remote days / week, onsite days / week

Essential Job Functions

The Billing Coordinator is responsible for the completion of all facets of the billing and collection function. The position requires the preparation of client invoices, as well as monitoring and follow-up after they are sent.

Responsibilities include preparation, and processing of timely and high-quality invoices, and monitoring and follow-up on outstanding receivables.

You will also be involved with complex billing matters and related requests.

What you'll be doing

Administration of attorney billing responsibilities, including : Perform client billing and collection activities for assigned clients in a timely manner.

Monitor aging of unbilled fees for assigned partners and / or clients. Monitor and manage outstanding accounts receivable, unapplied funds and collection efforts.

As requested, handle complex billing and client driven requests.

Generate Proformas for each assigned partner at the beginning of each month, after the time entry deadline. Prepare billing packages for each assigned partner ( draft cover letters, invoices, etc.

Review Proformas for misallocated time and ensure time entries are in accordance with client policy. Communicate new / changes in client policies to timekeepers.

Edit draft invoices based on partners' mark-up, including : Write-offs, in accordance with firm policies / procedures.

Time / cost transfers; investigate appropriateness of where entries should be billed. Time entry narrative changes with respect to additions, corrections, deletions.

Verify client specific rate accommodations and if necessary, apply approved discounts to the face of the invoices; keep track of volume discounts based on thresholds reached.

Pull back-up of costs to include with final invoices based on a client's billing requirements. Generate billing variance reports and write-off reports;

acquire appropriate write-off approvals based on write-off amount thresholds.

• E-Billing Prepare electronic invoices using LEDES files; submit electronic invoices to clients via their designated electronic billing system and verify successful submissions.
• Establish working relationships with e-billing site vendors; make certain all timekeepers and rates are up-to-date on the sites;

submit timekeepers and rates for approval as needed. Ensure three way communications between e-billing site, client and the Firm (as the e-billing site processes invoices based on the Clients' Outside Counsel Billing Guidelines).

Track status of bills submitted, identify issues, and work to address rejections and reductions as they arise.

Monitor payment of assigned clients' accounts receivable and coordinate collection efforts. Collaborate with Billing and Collection Committee members and / or Financial Managers to coordinate billing and collection efforts.

Provide assistance to partners and clients regarding outstanding and / or short paid invoices. Maintain / enter status updates in Firm's collection database.

Communicate situations as they arise that may require follow-up, such as rate issues, delays in billing, difficult requests, etc.

Skills we're seeking

• year of experience with E-Billing or Revenue Operations at a law firm More experience the better, but this is a junior / mid-level role
• Must have strong experience with Excel and MS Word

Nice to haves

• Experience with billing from Elite (legal financial system we sue), ideally Elite E
• Bachelor's Degree in Accounting, Finance or related field
7 days ago