Legal Staff Accounting/Finance in Minneapolis, MN

Law Firm

Minneapolis, MN

Legal Staff Accounting/Finance in Minneapolis, MN

Legal Staff

No

Job Title: Client Financial Intake Specialist - Texas

Job Responsibilities:
The Client Financial Intake Specialist at the law firm is tasked with ensuring the accuracy and timeliness of client data related to billing, e-billing, and collections. The specialist will leverage their knowledge of legal financial systems to organize and maintain updated data. Key responsibilities include:

- Ensuring the client's address, contact, and bill distribution updates in Aderant Entity Manager are accurate and up-to-date, making necessary changes as requested and proactively identifying methods to obtain needed information.
- Verifying that billing attorney information by client and/or matter is current and accurate.
- Reviewing new client engagement letters for billing guidelines, special rates, and alternative fee arrangements to ensure systems are set up properly for a smooth flow of end-to-end information.
- Reviewing new client engagement letters for retainer information and coordinating with Accounts Receivable Specialists to ensure timely receipt of retainers.
- Reviewing current and new client guidelines and updating financial systems accordingly to facilitate proper time entry, billing, e-billing, and collections. This includes communication with the billing attorney and the Office of General Counsel for approval of guidelines.
- Collaborating with Management on Aderant Projects to assist with new timekeeper setup, enforcement of client billing restrictions and requirements, and client budgets.
- Conducting research and resolving ad-hoc projects and assignments as they arise.

Education and Experience Information:
- A Bachelor's degree or comparable level of legal billing experience is preferred.
- A strong understanding of all end-to-end aspects of client revenue accounting is required.
- Experience with Aderant Entity Manager and Prebill Manager is required. Experience with other software such as Docudraft, BillBlast, Intapp Time, and other revenue-cycle software is a plus.
- Proficiency in Microsoft Office Suite, particularly Word, Excel, and Outlook, is necessary.
- Excellent attention to detail, written, verbal, and interpersonal communication skills are required.
- The candidate must be a proactive, inquisitive, and analytical problem solver with effective client management skills and a record of providing excellent customer service.
- Flexibility, time management, organization, and the ability to prioritize workloads effectively are necessary.

Salary Information:
The offered salary will be determined by various factors, including but not limited to work location, individual skill set, previous/applicable experience, education, external market data, and consideration of internal equity.

Great Benefits for Great People:
The law firm offers a comprehensive benefits package designed to support the well-being and success of employees both personally and professionally. This includes competitive health, dental, and vision insurance plans, along with flexible paid time off (PTO), holiday leave, and a retirement savings plan with profit sharing for eligible employees. Other benefits include flexible spending programs, health savings account, commuter benefits, and personal and parental leave programs. The firm prioritizes work-life balance and offers wellness programs and access to mental health support. Additionally, employees enjoy access to professional development programs, a supportive and inclusive workplace culture, and various employee discounts and perks.

EEO Statement:
The law firm is committed to providing equal employment opportunities to qualified applicants and employees without regard to age, race, color, gender, sexual orientation, gender identity or expression, religion, national origin, marital status, domestic partner relationship, physical characteristics, disability, or other protected characteristics under applicable federal, state, or local laws or ordinances. The firm will make reasonable efforts to accommodate the known disabilities of employees who are otherwise qualified to perform the essential functions of the jobs involved. It is the responsibility of every individual concerned with personnel actions to ensure these activities are consistent with the firm's goal of furthering the principle of equal employment opportunity.

E-Verify:
The law firm uses E-Verify in its hiring practices to achieve a lawful workforce. E-Verify is a registered trademark of the . Department of Homeland Security.