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Client Intake/Compliance Coordinator

Company: Clyde & Co
Location: Kansas City
Posted on: January 16, 2022

Job Description:

The Firm's Kansas City Office seeks an energetic and enthusiastic experienced client intake/compliance coordinator who seeks to be efficient and effective in a fast-paced environment.
Primary Responsibilities
Specific responsibilities include, but are not limited to:

  • Monitor the daily status of New Matters by completing the necessary billing setups, including the review of client billing guidelines, invoice delivery method (i.e. ebilled, paper, email), and ensure all necessary billing fields have been populated for successful pro-forma/invoice generation.
  • Regular and detailed review of billing rates at the client and matter levels; familiarity of client rate agreements to help ensure correct rates are applied at matter setup.
  • Create and modify bill groups to include addresses and contacts; assist with creating matter plans; set-up and modify split billing set-ups.
  • Assist with reviewing all Outside Counsel Guidelines for compliance in order to implement client requirements, including cost expense constraints and electronic billing standards.
  • Administrative client, matter and timekeeper file maintenance, including, closing files, mass edits revaluing of time, generate ad hoc reports, and complete all daily reporting tasks upon request.
  • Observe confidentiality in all Firm and client matters.
  • Other responsibilities and duties as they arise.
    • A Bachelors degree or equivalent experience required; degree preferably in Accounting or Business.
    • 2+ years' experience in a law firm billing department or comparable industry.
    • An understanding of billing rate hierarchy and client/matter maintenance.
    • Experience with Elite 3E software helpful, but not critical.
    • Demonstrated understanding of complex billing.
    • Advanced proficiency with Microsoft Excel and Microsoft Office products.
    • Excellent written and verbal communication and interpersonal skills, and an ability to establish and maintain relationships with partners, attorneys, finance staff, clients, brokers and other third party vendors.
    • Must be flexible for overtime when necessary.
      Clyde & Co shifted to virtual work for the majority of our lawyers and business services team with the global outbreak of Covid-19. This precaution was taken to help protect our people, clients and communities. It is likely that this role will start virtually while the firm continues to evaluate the situation.
      -Principals Only- We offer a rewarding work environment that supports professional growth and opportunities. We value diversity in our work place and it is the policy of the Firm to recruit, hire, promote, reassign, compensate and train highly qualified persons without regard to race, color, sex, sexual orientation, gender identity or expression, religion, national origin, age, disability or any other basis protected by applicable law.CLYDE & CO PRIVACY NOTICE: https://www.clydeco.com/help/privacyby Jobble

Keywords: Clyde & Co, Kansas City , Client Intake/Compliance Coordinator, Other , Kansas City, Kansas

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