Client Account Specialist

Profile

Client Account Specialist

Duties: Prepares client bills for billing attorneys; collaborates closely in revisions and takes primary role in the correction of time/cost errors; ensures accuracy and timeliness. Assists with creating and maintaining matter budgets, matter plans, and status reports; prepares specialized reports as needed. Assists Client Account Managers with annual rate change process with billing attorneys, management, and administration. Collaborates with team to troubleshoot, make improvements, and test new feature and upgrades. Performs, documents and helps to troubleshoot e-billing for a group of clients; including those clients represented by his/her billing attorneys. Coordinates data collection for e-billing matter set-up and on-going e-billing maintenance. Supports matter set-up, including timekeeper and billing rate set-up and approval, both on the vendor site and within the firm’s billing system. Reviews and processes e-billing documentation according to attorney instruction and department procedures; Reviews e-billing documents and client and matter master files for special deals and obtains necessary documentation if deal is not properly reflected in e-billing. Helps to develop the firm’s e-billing efforts by reviewing procedures and suggesting improvements. Responsible for time sensitive master files tasks such as client and matter address, UDF and other set ups as needed. Performs time gathering as needed for specific clients to facilitate bringing time from Carpe Diem to Elite. Oversee full billing and collection lifecycle. Print and distribute prebills; work with attorneys to edit and finalize bills; follow up on collections and contacting clients as needed. Become familiar with billing rate structures including potential discounts. Check rates and guidelines; set up e-billing and liaison with e-billing coordinator and attorneys as needed; monitor fee caps, tier discounts and matter budgets and have alerts set up as needed. Work closely to coordinate all processes from engagement to collections with tact. Build and maintain internal and peer client relationships; build and maintain external client relationships. Review invoices in depth; finalize invoices and submit in formats meeting attorney and client requirements. Review invoice templates and ensure client specifications are met; review invoices to ensure e-billing requirements have been met and guidelines are being adhered to; respond to any internal and external client inquiries relating to client/matters. Work with team members to provide analysis and research related to assigned portfolios as needed; providing concise, detail-based documentation, statistics, and recommendations. Prepare effective monthly billing and collections forecasts for assigned portfolios. Update the prebill status report, target cash and star collect; daily monitoring of billing and collection numbers. Assist with management of client trust accounts, on-account billing, accurate payment application, and unapplied fund resolution throughout life cycle of assigned accounts. Concisely communicate the billing and collection arrangements with clients on their matters. Establish effective backup support processes to ensure seamless support for all portfolio matters.

Additional Information

Job ID: 8652

Company info

Morrison & Foerster LLP.
2000 Pennsylvania Avenue, NW Suite 6000
Washington
District of Columbia
United States 20006-1888
Fax : 202-887-0763
Website : https://www.mofo.com/