Legal Billing Specialist

1 month ago

Dallas, United States Jackson Walker Full time
Job DescriptionJob Description

Please note that Jackson Walker is not currently accepting search firm submissions in connection with this opening.

Legal Billing Specialist

FLSA Status: Non-Exempt

Department: Accounting

Reports to: Director of Revenue and Treasury Management

ESSENTIAL DUTIES & RESPONSIBILITIES

Specific duties of this position include, but are not limited to:

  • Open and maintain all firm client/matter numbers. 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 client’s billing arrangements. Check attorney rates and set up special rates or disbursement rates as necessary.
  • Manage the client’s 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 prebills via the Prebill Manager Application. Follow up with attorneys on the return of their prebills 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, email, 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.
  • Works with both the conflicts and collections departments in resolving billing and collections issues as they arise.

KNOWLEDGE, SKILLS, & ABILITIES REQUIRED

  • Self-starter with 5 years of billing experience in a professional services environment.
  • 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.
  • Knowledge of Microsoft Outlook, Word and Excel.
  • Knowledge of legal accounting software, preferably Aderant.
  • Knowledge of electronic billing applications, preferred.
  • Filing of documents via a document management system.
  • Ability to type at a level of 35 wpm.
  • Other duties as assigned by the employer.

The above is intended to describe the general content of and requirements for the performance of this job. It is not to be construed as an exhaustive statement of essential functions, responsibilities or requirements.

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