Client Billing
Essential Functions:
- Perform duties related to client billing invoice processing utilizing computerized client billing software packages within established billing guidelines; review and make necessary corrections on proformas and prebills; generate invoice that is submitted to clients for payment
- Set up and maintenance of client matter rates and cost exceptions as directed by billing lawyer
- Disseminate and process monthly proformas for the Houston Office and run reports as requested by lawyers and staff
- Set up and maintenance of client records for electronic invoice submission
- Transmit and resolve issues that arise from electronic invoice process
- Maintain client/matter addresses, rates, templates in client billing system
- Provide monthly estimates to clients and billing lawyers as requested
- Assist lawyers with report requests regarding client billing activities and history
- Prepare departmental reports as requested by management
- Provide backup support for other billers in the department
- Respond to questions, problems and special requests from lawyers, paralegals and secretaries
- Backup for the upload and reconciliation of daily timekeeper work records from time entry system into the client billing software
Requirements:
- High school diploma required; some college business related courses preferred; basic knowledge of accounting principles and understanding of internal controls is required; Elite Enterprise billing system experience is preferred
- Approximately three to five years of on the job experience necessary in a legal/professional services environment; must be detail oriented and accurate
- Minimum of one to two years of “hands on” electronic e-billing experience in a professional services environment is required
- Strong proficiency in Microsoft Office applications, including Word and Outlook
- Advanced proficiency in Microsoft Excel
- Excellent oral and written communication skills
- Ability to read, comprehend and follow instructions
- Ability to respond to requests requiring analysis of client billing histories and other basic financial analyses
- Ability to work independently and with a team
- Must be flexible and willing to accept changes in billing assignments as necessary
- Ability to use independent judgment and maintain confidential information
- Strong service orientation and an ability to establish and maintain effective working relationships with peers, office and firm management, and outside business partners
- Ability to use critique of work to improve performance