Client Accounting Coordinator

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Client Accounting Coordinator

Duties: Monitor assigned Client and Matter setup (including rates, discounts, deferrals, etc.) to ensure adherence with engagement letters, billing guidelines, attorney preferences, and system requirements in order to facilitate an accurate billing process. Maintain documentation of all non-standard billing requirements; update the Client and Matter Billing Instructions in Aderant accordingly. Monitor Pending Accounts: request the attorney/secretary work with the Risk department to identify documentation needed for completely opening client matter. Cross-reference rate set up with engagement letter to ensure accuracy at the time of billing. Prebills: prepare, review and distribute prebills on a monthly basis (paper/PM system); frequency may change depending on attorneys. Perform various billing functions as required to produce client invoices, such as edits, write-downs, transfers, discounts, etc. in Aderant/PM system. Ensure client bills and e-bills are submitted in a timely fashion while meeting the firm’s and/or client's guidelines. Utilize the various e-billing systems for billing and accruals, research disputes, and collection status; work with the department e-billing administrator to ensure e-billing set-up and maintenance support is complete such as adding attorneys, matters, and rates, into the various e-billing systems. Provide estimates to attorneys and clients as required for monthly accruals or closings. Provide account analysis utilizing the various system tools (Aderant, EIS, ARCS, etc.); while working with the Supervisor and/or Sr. Client Accounting Specialist to ensure the approach and results meet the request. Coordinate monthly meetings with assigned billing attorneys in conjunction with management to discuss and review: new clients and matters, any special billing arrangements, aged WIP, and accounts receivables; communicate account escalations requests and monitor progress. Establish regular monthly contact with clients regarding collections, maintain current collection status in ARCS (collection system) while upholding and maintaining the firm’s collection policies and procedures; bring significant or delinquent balances along with short pay reasons and disputes to the attention of billing attorneys and management. Research client disputes, and propose resolution methods with management. Prepare communication to an attorney regarding the proposed dispute and resolution course and/or request attorneys’ involvement as needed. Assist with identifying clients seeking alternative payment plan solutions, preparing and documenting any client payment plan proposals based on billing attorney and/or Management Committee approval. Work with Cash Receipts staff to research and resolve misapplied payments, outstanding trust, or unapplied cash balances. Prepare to write off requests as necessary; ensure all proper approvals are received prior to processing accounts receivable write-offs. Assist attorneys, secretaries, and clients with all billing and collections-related questions and/or requests. Maintain client files and correspondence (either hard copy or electronic). Monitor billing and AR hotline and time correction DTE alias on a rotational basis. Provide backup support when team members are absent.

Additional Information

Req.ID: R1737

Company info

Fenwick & West LLP.
1191 Second Avenue 10th Floor
Seattle
Washington
United States 98101
Website : http://www.fenwick.com