Coordinator, Matter Data Management

1 day ago

Washington DC United States Perkins Coie LLP Full time

Job Description:

Perkins Coie is seeking a qualified and dynamic individual to take on the role of the Matter Data Coordinator whose focus will be to work on a small team responsible for ensuring master data completeness and quality throughout the life of a matter (including new matter intake, maintenance, and closing).

The Matter Data Coordinator will collaborate with various groups that provide master data inputs, including Attorneys, Financial Operations, Business Operations, Conflicts, Pricing, and others. This role will serve as a subject matter expert for the firm's rate-related technologies and processes, including Elite 3E rates modules, Rate Navigator, and other specialty software.

ESSENTIAL FUNCTIONS

These essential functions are primary job duties that incumbents must be able to perform unassisted or with some reasonable accommodation.

  • Receive and review all incoming matter intake, change, and closing submissions to ensure complete and quality data and coordinate with requesting personnel to address and troubleshoot any issues or questions
  • Input and/or correct master data in systems of record, including 3E, Rate Navigator, and Intapp (as necessary)
  • Analyze engagement documentation (i.e., engagement letters and outside council guidelines) to incorporate terms into systems of record
  • Setup and maintain custom rate agreements at the request of the legal staff, e-billing, billing, and pricing groups
  • Provide technical assistance and training to the billing team regarding client/matter and timekeeper rates set-up and maintenance, and support special technical projects as requested
  • Perform regular data quality audits on matter-related datasets, identifying inconsistencies, duplicates, and incomplete records
  • Compile data and develop reports, as requested, to support leadership decisions regarding taking on a new client or matter
  • Respond to inquiries by telephone and email, conferring with attorneys, legal staff, and business partners regarding client/matter setups, content, concerns, and requests (as necessary)

SPECIFIC SKILLS REQUIRED

  • Strong written and oral communication skills
  • Accurate and fast data processing in Microsoft Word, Outlook, and Excel
  • Strong attention to detail, efficient organizational skills, and the ability to multi-task
  • Ability to perform well under pressure of heavy volumes and requests and execute assignments with virtually no direction
  • Knowledge of the intake, legal billing, and accounts receivable policies and procedures
  • Works well in a team environment

SPECIFIC SKILLS PREFERRED

  • Familiarity with standard accounting/billing procedures
  • Familiarity with standard databases and/or accounting software applications
  • Elite 3E accounting and Intapp software experience strongly preferred

EDUCATION AND EXPERIENCE

Qualified candidates must have a BA Degree and a minimum of 1-3 years of relevant experience including business intake, billing, and/or accounting experience in a professional services firm, or equivalent combination of experience and education.

At Perkins Coie, we look for self-motivated individuals dedicated to providing value and superior service and who have a high degree of integrity and enthusiasm for their work. We have created a company culture based on collaboration, devotion to serving our clients, and mutual respect. Perkins Coie is committed to advancing diversity and inclusion both within the firm and throughout our collective communities. Work with one of the 100 Best Companies to Work For and receive great health insurance, tuition reimbursement, and paid sabbaticals.

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