Law Firm
Mountain View, CA
Legal Staff Accounting/Finance in Mountain View, CA
Legal Staff
1-3 yrs required
No
Job Title: Client Accounting Coordinator
Job Responsibilities:
Client Matter Set Up and Maintenance
- Responsible for setting up and maintaining attorney billing rates, discounts, and deferrals to ensure an accurate billing process.
- Review engagement letters and billing guidelines to ensure matters are set up according to law firm/client standards.
- Continuously maintain and document all non-standard billing requirements.
Management of Pending Accounts
- Work with attorneys, secretaries, and the Risk department to identify documentation needed for opening a new client or matter.
- Cross-reference billing rate setup with engagement letters to ensure accuracy at the time of billing.
Prebills
- Prepare, review, and distribute prebills on a monthly basis; frequency may change depending on attorney portfolio.
- Perform various billing functions to produce client invoices, including making edits, write-downs, transfers, discounts, etc., in Aderant and Prebill Viewer systems.
- Ensure accuracy of completed invoices through attention to detail.
- Ensure client bills/e-bills are submitted timely while meeting the law firm’s and/or client guidelines.
- Collaborate with the e-billing administrator to ensure e-billing setup and maintenance support is complete, such as adding attorneys, matters, and rates into the various e-billing systems.
- Provide estimates to attorneys and clients as required by due dates.
- Provide client account analysis utilizing various system tools (Aderant, EIS, FRP, ARCS, etc.).
Collections
- Support full assigned portfolio collection activities, including account status and any escalations required.
- Communicate with partners on account status and take action on next steps.
- Share feedback from partners with Collections and monitor progress/resolution.
- Coordinate monthly meetings with assigned billing attorneys to manage their portfolio(s) by discussing new clients and matters, special billing arrangements, and aged WIP (Work In Progress).
- Assist clients seeking alternative payment plan solutions.
- Work with Cash Receipts staff to research and resolve misapplied payments, outstanding trust, or unapplied cash balances.
- Prepare write-off/write-down requests and/or third-party collection agency requests as necessary; ensure all proper approvals are received before processing adjustments.
- Assist attorneys, secretaries, and clients with all billing and collections-related questions and/or requests.
- Monitor billing and AR hotline and time correction DTE alias on a rotational basis.
- Act as backup support and provide coverage for the team as needed.
- Perform other related duties as assigned.
Education and Experience Information:
- Bachelor’s degree in accounting/finance required.
- 1-3 years of finance and/or general accounting experience.
- Experience with legal billing and accounting systems is preferred.
Desired Skills and Qualifications:
- Self-starter, able to work with minimal support or in a team environment with professionals at various levels while maintaining a positive and professional demeanor.
- Strong analytical and problem-solving skills.
- Effective verbal and written communication skills.
- Ability to handle and maintain confidential and sensitive information with appropriate discretion.
- Ability to organize and prioritize multiple tasks in a fast-paced, deadline-driven environment.
- Attention to detail is required to proofread invoices/reports, emails, and other communication to deliver accurate and thorough work products.
- Ability to use good judgment to assess various courses of action and their potential impact.
- Demonstrate flexibility, professionalism, diplomacy, and tact to accommodate changing needs of the business.
- Contributes to building a positive team spirit.
Salary Information:
- The anticipated salary range for this position is $60,000 - $85,500.
- The actual base salary offered may depend on various factors, including the qualifications of the individual applicant, years of relevant experience, level of education attained, certifications or other professional licenses held, and the location from which the applicant will be performing the job.
- A discretionary bonus for eligible employees may be available based on performance.
- Additional information about employee eligibility for benefits and discretionary bonuses will be made available upon request.
Benefits:
- Comprehensive benefit program, including Healthcare, Life Insurance, Health Savings Accounts, Flexible Spending Accounts, and Wellbeing.
Jun 15, 2025
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