What You’ll Do

Work directly with lawyers to manage the billing process from beginning to end

Address queries received on billing issues, process, and templates as encountered

Review and ensure completeness of NBI forms to ensure tax is appropriately applied based on instructions provided

Set up discounts or exception rates on clients/matters in the financial application (3E) and revalue WIP

Transfer of dockets or costs amongst matters; including and or excluding time and cost entries; dividing time and cost entries

Continuously following-up with lawyers to ensure WIP is being billed on timely basis and to note reason if WIP is to be deferred

Narrative review and editing i.e. punctuation, formatting

Communication with other lawyers with respect to missing time (where possible)

Adding and applying BOA

Application of Trust and Unallocated funds to invoices upon request; assist lawyers with resolving...