Accounting Intake Specialist

Benesch Law•Cleveland, OH

3d•$62,000 - $82,000•Hybrid

About The Position

At Benesch, we prioritize exceeding expectations and building trust with both clients and employees, recognizing employees as the firm's #1 asset. The firm is committed to providing high-level legal service and fostering a positive work environment, consistently earning recognition on Chicago and Cleveland's Top Workplaces lists and advancing on the AmLaw 150. Benesch offers a hybrid schedule, career development, transparent leadership, and celebrates diversity, equity, and inclusion. The firm provides a full array of benefits. Benesch is one of the fastest-growing firms in the nation with offices in Chicago, Columbus, San Francisco, New York City, and Wilmington. The Accounting Intake Specialist position, located in the Cleveland office with work-from-home flexibility, is ideal for individuals with prior billing or intake experience in a law firm who are detail-oriented and seek a strong sense of accomplishment. This role focuses on assisting stakeholders with the onboarding of new clients and matters, overseeing the financial setup, managing client billing rates, and ensuring compliance with outside counsel guidelines and billing arrangements within the system.

Requirements

Minimum of three years of administrative billing, accounting, or law firm intake experience.
Strong accuracy and attention to detail.
Ability to multitask, prioritize, and effectively manage day-to-day tasks.
Proficiency in data entry, processing, researching, cross-referencing, and validating data.
Highly proficient in Microsoft Office, especially Excel and Word.
Strong analytical and problem-solving skills.
Initiative.
Sound judgment.
Excellent follow-up skills.
Excellent customer service and communication skills.

Nice To Haves

Bachelor's degree from an accredited university.
Experience with Aderant, 3E, or Intapp.

Responsibilities

Reviews and approves new client and new matter request forms for accuracy and completeness daily.
Reviews billing and collections portions of Outside Counsel Guidelines and Engagement Letters to verify they conform with Finance department policies.
Updates Aderant accounting system with information required for bills to be processed accurately. Regular duties include the following types of setups: Client and matter level updates, Rates, Alternative Fee Arrangement (AFA) set up, Address changes, Contact information, Disbursement constraints, Attorney assignments, Invoice formats, Billing methods, Attorney relationship credit/split assignments, Other client, matter or attorney updates.
Monitors Billing, Accounting Intake and Billing Guidelines email inboxes and responds to questions or refer to appropriate team.
Coordinates rate requests with the Client Value Team to ensure correct rates are updated in the Aderant accounting system.
Coordinates changes to intake forms and intake processes with the Intake team and software vendors as they related to clients, rates and billing.
Monitors "Matter Not Yet Open" matter and move time entries as new clients and matters open.
Communicates effectively with Legal Assistants, Attorneys and administrative staff to obtain complete and accurate information.