Accounting Intake Specialist

Benesch Law•Cleveland, OH

15d•$62,000 - $82,000•Hybrid

About The Position

At Benesch, we pride ourselves on exceeding expectations and building trust not only with our clients but with our employees - Benesch's #1 asset. Committed to providing not only the highest level of legal service to our clients, Benesch also aspires to create a positive work environment for our employees. Our Firm continues to earn placement on Chicago and Cleveland's Top Workplaces list, along with Cleveland's NorthCoast 99 Top Workplaces rankings. We also continue to advance on the AmLaw 150 list, placing us among the top 150 law firms in the country. Benesch is proud to be recognized for being a Firm that attracts and retains top talent - making Benesch a great place to work. We offer a hybrid schedule, career development and growth, transparent and visible leadership teams, and a place where diversity, equity and inclusion is celebrated. In addition, the Firm offers a full array of benefits which can be viewed at www.mybeneschbenefits.com. We are one of the fastest growing firms in the nation, and have offices in Chicago, Columbus, San Francisco, New York City, and Wilmington. We continue to expand our geographic footprint and value the talent that comprises each of our locations. If you are someone who champions a First in Service approach and are ready to be part of an exciting and growing Firm, we would invite you to apply to join our team. Benesch is proud to announce the opening for an Accounting Intake Specialist in our Cleveland office! This position is hybrid and has work from home flexibility. The Accounting Intake Specialist oversees the financial onboarding of new clients and matters. Key duties include ensuring the client/matter is set up correctly in the system from the intake team, managing client billing rates and assisting the finance team to ensure outside counsel guidelines and billing arrangements are set up correctly in the system. This role is perfect for the experienced administrative biller or law firm intake specialist who is detail-oriented and desires a strong sense of accomplishment at the end of the day. Join Benesch and play a pivotal role in shaping the financial success of our organization.

Requirements

Minimum of three years of administrative billing, accounting, or law firm intake experience.
Demonstrate 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, and excellent follow-up skills.
Excellent customer service and communication skills are required.

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, including 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, and 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.