Billing Specialist

Wheeler Trigg Odonnell LLP•Denver, CO

4d•$75,000 - $95,000•Onsite

About The Position

This position handles all billing and collections activities from initial matter intake through final billing. This is a hands-on position that works closely with the attorneys, assistants, timekeepers, clients and the accounting department to ensure accurate and timely billing in accordance with the firm’s billing policy and procedures.

Requirements

Knowledge of accounting principles and practices as normally acquired through an Associate’s degree in Accounting or closely related field, or equivalent combination of training and experience is required.
Possess a minimum of three to five years of hands-on experience in a law firm accounting environment; Aderant experience is preferred.
Must have strong technology skills and particularly strong skills in a service-oriented office environment.
Demonstrated proficiency with Microsoft Suite, to include Excel and the ability to prepare ad hoc reports and requests as needed.
Ability to research and resolve errors or discrepancies, effectively and efficiently.
Ability to anticipate work needs and follow through with minimal direction, follow up on own initiative.

Nice To Haves

Aderant experience is preferred.

Responsibilities

Review initial matter intake requests and confirm accuracy of data entered through intake workflow. Review to include client billing guidelines and summarizing those guidelines into billing notes.
Establish billing rate sets as required by terms of engagement and ensure they are correctly linked to each matter.
Generate, launch and monitor status of prebills through the Aderant Expert Billing workflow.
Process and finalize bill edits as directed by the billing attorney or their secretary.
Assemble back-up documentation for costs invoiced to clients to provide with invoice.
Print and mail invoices to those clients requesting paper billing.
Using the BillBlast system prepare and submit electronic invoices in accordance with client and e-billing vendor guidelines. Track billings and research and resolve issues associated with electronic invoicing.
Communicate with internal and external clients. Answer client inquiries via phone and email. Keep appropriate documentation by logging conversations, e-mails and other communications. Organize documentation as to facilitate follow-up efforts using the Aderant Collections software.
Assist attorneys and client with requests for information related to billing and payments, including providing information for client audit letter responses.
Maintain quality relationships with the attorneys and clients. These relationships can be critical with collection efforts. Involve Director of Finance and keep her appropriately informed of issues, especially those which are escalating or need special attention.
Contact clients (with billing partner approval) regarding invoices/accounts which are past due. Provide information as requested in order to facilitate a quick remittance.
Perform testing and implementation of new system enhancements
Maintain files and documentation thoroughly and accurately, in accordance with firm policy and procedure and accepted accounting practices.
Duties related to processing of incoming mail, scanning of documents, document pulls, and filing/archiving shared with the accounting team.
Special projects may include assisting with heightened or escalated month-end needs and testing of new software features. On occasion, weekend hours or extended weekday hours could be necessary.