Client Intake Coordinator

Job Description: • Support the processing and administration of the matter opening review process, including matter management, rate review, and adherence to Outside Counsel Guidelines • Access and utilize the daily report and workflow for newly opened matters • Review newly opened matters for compliance with Outside Counsel Guidelines • Review and set client/matter rates and rate levels for accurate billing and conformity with engagement letters or negotiated agreements • Request missing background documents or approvals from Attorneys and/or Professional Administrators • Revalue time entries to conform with updated rates/rate levels • Verify and manage electronically billed matter data across more than 30 websites, including matter setup, rates, timekeepers, and budgets • Set disbursement constraints/exclusions in Aderant • Resolve rejected eBilled invoices caused by rate issues with Client Account team managers and coordinators • Set up split billing information and bill groups for matters requiring deductibles • Update internal processes and systems for opening matters • Review daily system-generated reports for timekeeper rate compliance • Provide rate information to attorneys and staff • Update client contact information in Aderant • Update or verify attorney participation credit on matters • Communicate rate changes to Client Account team managers and coordinators • Assist the Manager of Client Intake with communication of client rate information to stakeholders, including the Chief Financial Officer • Maintain Intapp Terms and the Outside Counsel Guidelines database • Generate guidelines summary sheets for distribution to timekeepers • Monitor and respond to requests in the general Client Intake email box • Perform other responsibilities as assigned Requirements: • Proficiency in Microsoft Excel and Word required • 2+ years' experience with legal billing/e-billing • Familiarity with matter management preferred • Proficiency in Aderant Expert, Elite or comparable legal billing software preferred • College degree preferred or else equivalent experience required • Attentive to detail • Comfortable with non-routine daily workflow • Proficient in communicating with colleagues at all levels • Able to work effectively both independently and within a team environment Benefits: • Medical insurance • Dental insurance • Vision insurance • Life insurance • 401(k)