Matter Data Management Coordinator

Perkins Coie • Seattle, WA

14d

About The Position

Perkins Coie is searching for a Matter Data Management Coordinator who will work on a small team responsible for ensuring master data completeness and quality throughout the life of a matter (including new matter intake, maintenance, and closing). The Matter Data Management Coordinator will collaborate with various groups that provide master data inputs, including Attorneys, Financial Operations, Business Operations, Conflicts, Pricing, and others. This role will serve as a subject matter expert for the firm’s rate-related technologies and processes, including Elite 3E rates modules, Rate Navigator, and other specialty software. ESSENTIAL FUNCTIONS These essential functions are primary job duties that incumbents must be able to perform unassisted or with some reasonable accommodation. Receive and review all incoming matter intake, change, and closing submissions to ensure complete and quality data and coordinate with requesting personnel to address and troubleshoot any issues or questions Input and/or correct master data in systems of record, including 3E, Rate Navigator, and Intapp (as necessary) Analyze engagement documentation (i.e., engagement letters and outside council guidelines) to incorporate terms into systems of record Set up and maintain custom rate agreements at the request of the legal staff, e-billing, billing, and pricing groups Provide technical assistance and training to the billing team regarding client/matter and timekeeper rates setup and maintenance, and support special technical projects as requested Perform regular data quality audits on matter-related datasets, identifying inconsistencies, duplicates, and incomplete records Compile data and develop reports, as requested, to support leadership decisions regarding taking on a new client or matter Respond to inquiries by telephone and email, conferring with attorneys, legal staff, and business partners regarding client/matter setups, content, concerns, and requests (as necessary) Perform other duties, as assigned Be present at work during regularly scheduled working hours and as needed in the position, consistent with the firm’s attendance expectations

Requirements

• Strong written and oral communication skills
• Accurate and fast data processing in Microsoft Word, Outlook, and Excel
• Strong attention to detail, efficient organizational skills, and the ability to multi-task
• Ability to perform well under pressure of heavy volumes of requests and execute assignments with virtually no direction
• Knowledge of the intake, legal billing, and accounts receivable policies and procedures
• Work well in a team environment
• Requires a BA degree and a minimum of 1-3 years of relevant business intake, billing, and/or accounting experience in a professional services firm, or equivalent combination of experience and education.

Nice To Haves

• Familiarity with standard accounting/billing procedures
• Familiarity with standard databases and/or accounting software applications
• Elite 3E accounting and Intapp software experience strongly preferred

Responsibilities

• Receive and review all incoming matter intake, change, and closing submissions to ensure complete and quality data and coordinate with requesting personnel to address and troubleshoot any issues or questions
• Input and/or correct master data in systems of record, including 3E, Rate Navigator, and Intapp (as necessary)
• Analyze engagement documentation (i.e., engagement letters and outside council guidelines) to incorporate terms into systems of record
• Set up and maintain custom rate agreements at the request of the legal staff, e-billing, billing, and pricing groups
• Provide technical assistance and training to the billing team regarding client/matter and timekeeper rates setup and maintenance, and support special technical projects as requested
• Perform regular data quality audits on matter-related datasets, identifying inconsistencies, duplicates, and incomplete records
• Compile data and develop reports, as requested, to support leadership decisions regarding taking on a new client or matter
• Respond to inquiries by telephone and email, conferring with attorneys, legal staff, and business partners regarding client/matter setups, content, concerns, and requests (as necessary)
• Perform other duties, as assigned
• Be present at work during regularly scheduled working hours and as needed in the position, consistent with the firm’s attendance expectations

Benefits

• This position is eligible for an annual discretionary bonus, 401(k) plan, medical, dental, and vision insurance, accrued paid time off plan starting at 20 days annually, personal medical and parental leave, up to 10 paid holidays, and family care benefits.

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level