Legal Billing Specialist – DT – dcd@fittsroberts.com

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

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