Legal Billing Intake Engagement Specialist
At Taft, we work as one team, driven and committed to helping our clients succeed. A full-service law firm with more than 1,250 attorneys and over 2,000 on our team, we have the collaborative approach, advanced technological resources, and depth of services that make us a preeminent law firm.
Taft is seeking a Legal Billing Intake Engagement Specialist to support our Accounting group in Taft’s.
We are seeking a Legal Billing Intake Specialist with 5+ years’ experience to support our Accounting group. All Taft employees operate under a “Client First” philosophy—in all things, we seek to provide exceptional services to our clients.
Duties & Responsibilities:
- Coordinate new client/matter intake and engagement setup, ensuring billing requirements are accurately recorded within the accounting system and align with firm policies.
- Review and validate engagement and billing data in InTapp Open for accuracy and completeness prior to matter activation, working with internal stakeholders to facilitate a smooth process and resolve discrepancies.
- Maintain client billing guidelines and compliance requirements, including CounselGuide data, to support accurate billing and reduce risk.
- Perform ongoing maintenance of client and matter records within the accounting system, ensuring all billing-related information, fee arrangements, and related data remains current and accurate.
- Partner with the E-Billing Coordinator on e-billed matters to ensure proper setup, communication, and adherence to client-specific billing requirements and guidelines.
- Recommend and support process improvements to enhance the efficiency, accuracy, and effectiveness of engagement intake, fee arrangement management, and billing compliance procedures.
- Assist with training and guidance for staff involved in engagement intake and billing processes.
- Support departmental initiatives and maintain confidentiality of firm and client information.
- Participate in ongoing training and professional development to strengthen billing and compliance expertise.
Requirements:
- Minimum of five years of legal billing experience, including electronic billing (ebilling), and client intake processes required.
- College coursework in accounting or related field is preferred.
- Related work experience may be considered in lieu of formal education.
- Experience with ebilling vendor sites, vendor requirements, and billing guidelines required.
- Experience with InTapp client intake software and CounselGuide is highly desirable.
- Proficiency with BillBlast or eBillingHub is highly desirable.
- Proficiency with SurePoint Legal Management System or Aderant is highly desirable.
- Advanced knowledge of outside counsel guidelines and legal billing terminology.
- Advanced experience with complex billing requirements. i.e.; split billing, multi-payor fee arrangements, volume discounts, insurance matters.
- Ability to communicate effectively, both orally and in writing.
- Advanced skills in assessing situational needs and requirements.
- Attentiveness to details ensuring completeness, accuracy, and organization.
- Exhibit a high level of responsiveness and professionalism.
- Ability to prioritize assignments in a time sensitive environment.
- Proven aptitude to learn new software and web-based applications.
- Ability to work effectively in a hybrid environment, including proficiency using Zoom Workplace.
- Proficiency with Microsoft Office Suite; Excel, Outlook, and Word.
Candidates interested in the Atlanta office should apply here.
Candidates interested in the Chicago office should apply here.
Candidates interested in the Cincinnati office should apply here.
Candidates interested in the Cleveland office should apply here.
Candidates interested in the Denver office should apply here.
Candidates interested in the Detroit office should apply here.
Candidates interested in the Indianapolis office should apply here.
Candidates interested in the Minneapolis office should apply here.
Candidates interested in the Washington, D.C. office should apply here.