Legal Staff Accounting/Finance in Detroit, MI

Law Firm

Detroit, MI

Legal Staff Accounting/Finance in Detroit, MI

Legal Staff

No

Job Title: Client Financial Intake Specialist

Job Responsibilities:

The Client Financial Intake Specialist at the law firm holds the responsibility for ensuring the integrity and accuracy of client data crucial for efficient billing, e-billing, and collections processes. The specialist will leverage their expertise in legal financial systems to organize and maintain up-to-date client data. Collaboration is key in this role as the candidate will work closely with the Billing and Accounts Receivable Manager, and coordinate with Billing, E-Billing, Accounts Receivable, and Pricing colleagues, as well as other members of the Finance Department and attorneys. The objective is to identify areas of improvement, provide recommendations, and implement changes to enhance system efficiency. The specialist will ensure that client addresses, contact information, and bill distribution updates in Aderant Entity Manager are accurate and current, making necessary changes as requested. The role involves reviewing new client engagement letters for billing guidelines, special rates, alternative fee arrangements, and retainer information, ensuring that systems are properly configured for seamless information flow. The specialist will also review current and new client guidelines to facilitate accurate time entry, billing, e-billing, and collections, and will communicate with billing attorneys and the Office of General Counsel for guideline approval. Additionally, the specialist will assist with Aderant Projects related to timekeeper setup, client billing restrictions, and requirements, as well as handle research and resolution of ad-hoc projects and assignments as they arise.

Education and Experience Information:

The preferred educational qualification for the Client Financial Intake Specialist position is a Bachelor’s degree or a comparable level of legal billing experience. A strong understanding of all end-to-end aspects of client revenue accounting is essential. Experience with Aderant Entity Manager and Prebill Manager is required, while familiarity with other software like Docudraft, BillBlast, Intapp Time, and other revenue-cycle software is considered a plus. Proficiency in Microsoft Office Suite, particularly Word, Excel, and Outlook, is necessary. The candidate should possess excellent attention to detail, written, verbal, and interpersonal communication skills. A pro-active, inquisitive, and analytical problem-solving attitude is crucial, along with the ability to collaborate effectively with all finance team members and promote a positive work environment. Effective client management skills with a record of providing excellent customer service are required, as are flexibility, time management, and the ability to organize and prioritize workload effectively.

Salary Information:

The offered salary for the Client Financial Intake Specialist position will be determined by a variety of factors including, but not limited to, work location, individual skill set, previous and applicable experience, education, external market data, and consideration of internal equity.

Benefits Information:

The law firm offers a comprehensive benefits package designed to support the well-being and success of its 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, a health savings account, commuter benefits, and personal and parental leave programs. The firm prioritizes work-life balance and provides wellness programs, and access to mental health support. Employees also enjoy access to professional development programs, a supportive and inclusive workplace culture, and various employee discounts and perks. The firm is committed to providing a benefits package that helps its team thrive and feel valued.

Legal Terminology and Statements:

The law firm is committed to providing employment opportunities to qualified applicants and employees on an equal basis 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 everyone concerned with personnel actions, including management, supervision, recruiting, compensation, benefits, promotions, work assignments, and training, to ensure that these activities are administered consistently with the firm’s goal of furthering the principle of equal employment opportunity.

The 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. Additionally, applicants are informed of their rights pursuant to federal employment laws, and are encouraged to review the Know Your Rights notice from the Department of Labor for further information.