Client Intake & Rates Coordinator
Core
Manage billing setups, rate implementation, and administrative maintenance for new matters and outside counsel in a global law firm.
Role type
Administrative finance coordinator
Builds
Pro-forma invoices and billing reports
Domain
Legal services / Law firm finance
Deliverable
dashboards & analysis
Required skills
Elite 3E financial software, Microsoft Excel, billing rate hierarchy, matter maintenance, complex billing understanding
Preferred skills
Accounting or Business degree, law firm finance experience, stakeholder relationship management
Responsibilities
Monitor daily status of New Matters by completing billing setups; Create and modify bill groups and matter plans; Review Outside Counsel Guidelines for compliance; Maintain client, matter, and timekeeper files; Implement and maintain charge-out rates; Maintain shared inbox for rate information requests.