Legal Billing Intake Engagement Specialist

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 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.

• Taft is an Equal Opportunity Employer. The information in this posting presents general duties, tasks, and responsibilities but is not intended to be an exhaustive listing. Taft Stettinius & Hollister LLP participates in E-VERIFY.