Accounting Intake Specialist

Accounting Intake Specialist

Benesch is proud to announce the opening for an Accounting Intake Specialist in our Cleveland office! This position is hybrid and has work from home flexibility.

Position Summary:

Do you have prior billing or intake experience in a law firm? Are you looking for an opportunity to focus that experience in a concierge type position and assist stakeholders with the onboarding of new clients and matters? Then you may be interested in our Accounting Intake Specialist position. This role is perfect for the experienced administrative biller or law firm intake specialist who is detail-oriented and desires a strong sense of accomplishment at the end of the day. Join Benesch and play a pivotal role in shaping the financial success of our organization.

The Accounting Intake Specialist oversees the financial onboarding of new clients and matters. Key duties include ensuring the client/matter is set up correctly in the system from the intake team, managing client billing rates and assisting the finance team to ensure outside counsel guidelines and billing arrangements are set up correctly in the system.

Essential Functions:

• Reviews and approves new client and new matter request forms for accuracy and completeness daily.
• Reviews billing and collections portions of Outside Counsel Guidelines and Engagement Letters to verify they conform with Finance department policies.
• Updates Aderant accounting system with information required for bills to be processed accurately. Regular duties include the following types of setups:
• • Client and matter level updates
  • Rates
  • Alternative Fee Arrangement (AFA) set up
  • Address changes
  • Contact information
  • Disbursement constraints
  • Attorney assignments
  • Invoice formats
  • Billing methods
  • Attorney relationship credit/split assignments
  • Other client, matter or attorney updates
• Monitors Billing, Accounting Intake and Billing Guidelines email inboxes and responds to questions or refer to appropriate team.
• Coordinates rate requests with the Client Value Team to ensure correct rates are updated in the Aderant accounting system.
• Coordinates changes to intake forms and intake processes with the Intake team and software vendors as they related to clients, rates and billing.
• Monitors "Matter Not Yet Open" matter and move time entries as new clients and matters open.
• Communicates effectively with Legal Assistants, Attorneys and administrative staff to obtain complete and accurate information.

Qualifications:

The Accounting Intake Specialist preferably will possess a bachelor's degree from an accredited university and a minimum of three years of administrative billing, rates, pricing, or law firm intake with legal billing experience. Experience with Aderant, 3E, or Intapp is preferred. The Accounting Intake Specialist must demonstrate strong accuracy and attention to detail; the ability to multitask, prioritize, and effectively manage day-to-day tasks; and proficiency in data entry, processing, researching, cross-referencing, and validating data. Must also be highly proficient in Microsoft Office, especially Excel and Word, and bring strong analytical and problem-solving skills, initiative, sound judgment, and excellent follow-up skills. Excellent customer service and communication skills are required.

The salary range for this position is $62K to $82K.

Benesch is an equal opportunity employer. We strongly value and encourage diversity and solicit applications from all qualified applicants without regard to race, color, gender, sex, age, religion, creed, national origin, ancestry, citizenship, marital status, sexual orientation, physical or mental disability (where applicant is qualified to perform the essential functions of the job with or without reasonable accommodations), medical condition, protected veteran status, gender identity, genetic information, or any other characteristic protected by federal, state, or local law.

Applicants who are interested in applying for a position and require special assistance or an accommodation during the process due to a disability should contact the Benesch Human Resources Department by phone at 216-363-4578 or email Christine Watson at cwatson@beneschlaw.com.