Legal Staff Information Technology in Dallas, TX

Law Firm

Dallas, TX

Legal Staff Information Technology in Dallas, TX

Legal Staff

2-3 yrs required

No

Job Title: Client Data Specialist

Job Responsibilities:
The Client Data Specialist is responsible for the entry and management of client, matter, and timekeeper data within the law firm's software applications. This position acts as a liaison between internal and external clients to ensure optimal client service, satisfaction, and retention. Key responsibilities include:

- Ensuring data integrity in 3E, Case Management, and Intapp Open systems.
- Synchronizing and maintaining data flow between these systems.
- Corresponding with attorneys and designated client contacts as needed.
- Preparing new client/matter reports for firm-wide distribution.
- Coordinating entry of firm-wide client, matter, timekeeper, and user access information into 3E.
- Maintaining client and matter information in the 3E database, including updating billing information, managing rate tables, recording name changes, updating attorney designation changes, updating matter status, and editing other 3E fields as requested.
- Coordinating entry of client case information into client case management.
- Following up with firm personnel regarding clients and matters.
- Assisting with client development projects related to financial systems.
- Conducting training and providing support to the legal support team on the firm's intake system.
- Reviewing, analyzing, and summarizing Outside Counsel Guidelines, and setting 3E accordingly to ensure client compliance.
- Serving as a liaison with Accounting, Conflicts, and Information Governance teams to maintain efficiency and accuracy in the exchange of information utilized and maintained in client, matter, and timekeeper profiles and other area systems.
- Escalating issues/problems to firm leadership that prevent or hinder the delivery of high-quality support to clients.
- Participating in special projects as assigned.
- Performing other duties as assigned.

Education and Experience Information:
- High School Diploma or GED is required; a 2-year degree is preferred.
- 2-3 years of relevant experience is required, preferably in a law firm environment.
- Proficiency in Microsoft Office Suite, including Outlook, Word, PowerPoint, and Excel, is preferred.

Salary Information:
Employees are entitled to compensation commensurate with skill and experience, with exact compensation varying based on skills, experience, location, and other factors permitted by law. The expected compensation ranges for this position in various states and jurisdictions are as follows:

- State of California: $53,000 - $102,000
- State of Colorado: $49,000 - $88,000
- State of Illinois: $48,000 - $94,000
- State of Massachusetts: $53,000 - $102,000
- State of Maryland: $52,000 - $78,000
- State of Minnesota: $53,000 - $88,000
- Jersey City, NJ: $58,000 - $105,000
- State of New York: $50,000 - $107,000
- State of Washington: $52,000 - $98,000
- Washington, .: $69,000 - $101,000

The above salaries do not include a discretionary bonus, which is non-guaranteed and dependent upon individual and firm performance. Full-time employees receive benefits, including medical and dental coverage, life insurance, short-term and long-term disability insurance, pre-tax flexible spending accounts for certain medical and dependent care expenses, an employee assistance program, Paid Time Off, paid holidays, and participation in a retirement plan program after meeting eligibility requirements.

Equal Opportunity Employer:
The law firm is an Equal Opportunity Employer, encouraging applications from minorities, females, disabled individuals, and veterans. The employer is required to notify all applicants of their rights pursuant to federal employment laws.