Risk Management Client Matter Lifecycle Clerk in San Francisco, CA

Law Firm

San Francisco, CA

Risk Management Client Matter Lifecycle Clerk in San Francisco, CA

Law Firm Non Legal Department

No

Job Title: Risk Management Client Matter Lifecycle Clerk

Job Responsibilities:
- Serve as the primary contact for billing setup for partners and legal assistants.
- Input and maintain client billing information in the accounting database, including matter budgets and timekeeper rates.
- Review and verify the accuracy of billing setup to ensure prompt and accurate invoicing according to each client's specific needs.
- Ensure that the client's initial matter billing setup aligns with their billing and outside counsel guidelines.
- Review and verify the accuracy of billing documentation as required.
- Confirm that rates and any fee arrangements are accurately reflected for each individual matter.
- Communicate with attorneys, billing team, client service specialists, and other staff to support the successful flow of billing information within the new business intake workflow.
- Drive standardization and innovation alongside future growth.
- Ensure that law firm policies and practices are followed; promote consistency and education on professional and technical matters to meet client and law firm billing objectives.
- Assist with other special projects, ad hoc reports, and activities as needed, and perform additional duties as assigned.

Education and Experience Information:
- Must have a Bachelor’s degree in Accounting or a related field; an . or equivalent from a two-year college or technical school; at least one year of related experience in a large law firm; or an equivalent combination of education and experience.
- A minimum of two years of experience in general accounting practices.
- A minimum of one year of experience with legal and/or electronic billing processes and practices, with prior experience with Aderant or Elite billing systems.
- Experience with Intapp OPEN Intake is preferred.
- Strong Excel skills with the ability to analyze financial data.
- Must be analytical, intellectually curious, and motivated to seek out answers and solutions.
- Familiarity and comfort in dealing with legal documents and contracts are required.
- Ability to multitask, working both independently and as part of a team, in a deadline-driven, detail-oriented, fast-paced environment.

Salary Information:
The yearly salary range is between $35,000 and $50,000. This position is open to all experience levels. The actual salary offered may be above or below the identified range and will be based on a wide range of factors, including relevant skills, training, experience, and the location where the position is filled.