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Legal Billing Specialist (Dallas)

Winstead PC, 2728 N. Harwood Street, Suite 500, Dallas, Texas, United States of America Req #75
Wednesday, June 8, 2022
Essential Job Functions

The Billing Specialist is responsible for the completion of all facets of the billing function. The position requires the preparation of client invoices, as well as monitoring and follow-up after they are sent. Responsibilities include working with the Billing and/or billing attorneys to proactively administer their billing responsibilities, preparation and processing of timely and high-quality invoices. 

Essential Functions: (This list is not exhaustive and may be supplemented and changed as necessary.)

Administration of attorney billing responsibilities, including:

Perform client billing for assigned attorneys in a timely manner.
Monitor aging of unbilled fees for assigned attorneys and/or clients.
Monitor and manage, unapplied funds and application efforts.
Generate BIMS (pre-bills, proformas) for each assigned billing attorney at the beginning of each month after month-end close.
Communicate new/changes in client policies to timekeepers.
Write-offs, in accordance with firm policies/procedures.
Time/cost transfers; investigate appropriateness of where entries should be billed.
Time entry narrative changes with respect to additions, corrections, deletions.
Verify client specific rate accommodations and if necessary, apply approved discounts to the face of the invoices; keep track of volume discounts based on thresholds reached.
Pull back-up of costs to include with final invoices based on a client’s billing requirements.
Generate write-off reports; acquire appropriate write-off approvals based on write-off amount thresholds.

E-Billing

Prepare electronic invoices using LEDES files; submit electronic invoices to clients via their designated electronic billing vendor site using eBillingHub and verify successful submissions.
Establish working relationships with e-billing site vendors; make certain all timekeepers and rates are up-to-date on the sites; submit timekeepers and rates for approval as needed.
Ensure three-way communications between e-billing site, client and the Firm (as the e-billing site processes invoices based on the Clients’ Outside Counsel Billing Guidelines).
Track status of bills submitted, identify issues, and work to address rejections and reductions as they arise.
Proactive follow-up with the Billing Manager, billing attorneys and clients.
Provide assistance to billing attorneys and clients regarding outstanding and/or short paid invoices.
Communicate situations as they arise that may require follow-up, such as rate issues, delays in billing, difficult requests, etc.

Preferred Qualifications

The Billing Specialist will have previous billing experience in a law firm or professional services industry.
The Billing Specialist is expected to perform all job duties with a commitment to providing superior service to clients and attorneys while producing a high-quality work product. The ability to multitask and prioritize is essential.
The Billing Specialist must possess outstanding interpersonal skills to work effectively within a team environment, as well as independently. The ability to adapt to new assignments and deadlines in a fast-paced, highly demanding environment is required.
Additional requirements include outstanding customer service demeanor and flexibility for possible overtime hours. 
Opportunities to expand responsibilities and progress within the Billing Services function are available for individuals based on strong performance and the desire to grow.

Technologies/Software

MS Office with emphasis on Outlook and Word
Familiarity with electronic billing vendor sites, i.e. Legal Tracker, CounselLink, Passport, etc.
Experience with large ERP systems, 3E or Aderant is preferred

Other details

  • Job Family Winstead PC
  • Pay Type Salary
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Location on Google Maps
  • Winstead PC, 2728 N. Harwood Street, Suite 500, Dallas, Texas, United States of America