Legal Billing & Accounting Intake Specialist

CFS

Cleveland, OH

JOB DETAILS
SALARY
$75,000–$80,000 Per Year
SKILLS
Accounting, Accounting Software, Administrative Skills, Attorney, Billing, Continuous Improvement, Customer Relations, Customer Support/Service, Detail Oriented, Develop and Maintain Customers, Finance, Legal, Maintain Compliance, Microsoft Excel, Microsoft Word, Multitasking, Onboarding, Pricing, Team Player
LOCATION
Cleveland, OH
POSTED
2 days ago
Job title: Legal Billing & Accounting Intake Specialist
Location: Cleveland, OH
Salary: $75,000-$80,000


About the Company
Join a well-established law firm known for its collaborative environment and strong client service focus. The organization values accuracy, teamwork, and continuous improvement, offering employees the opportunity to build expertise in legal accounting and intake operations.


Position Overview
The Accounting Intake Specialist plays a critical role in the financial onboarding of new clients and matters within the firm. This position works closely with internal stakeholders to ensure all billing structures, rates, and client requirements are accurately established from the start.

This position is ideal for someone who:

• Has prior billing or intake experience in a law firm
• Enjoys detail-oriented, process-driven work
• Thrives in a client-focused, concierge-style role
• Takes pride in accuracy and completion of complex administrative tasks


Why This Opportunity Stands Out (Accounting Intake Specialist)
• Opportunity to work in a specialized legal accounting function
• High-impact role supporting client onboarding and financial accuracy
• Collaborative environment with exposure to attorneys and finance teams
• Ability to deepen expertise in billing systems and compliance guidelines
• Strong sense of ownership and accomplishment in daily work


Key Responsibilities (Accounting Intake Specialist)
• Review and approve client/matter intake forms for accuracy and completeness
• Maintain and update client, matter, and billing data in the accounting system
• Set up billing rates, fee arrangements, and invoice formats
• Ensure compliance with billing guidelines and internal policies
• Communicate with attorneys and staff to gather and verify required information


Qualifications (Accounting Intake Specialist)
• 3+ years of legal billing, pricing, or intake experience
• Strong attention to detail with ability to manage multiple priorities
• Proficiency in Microsoft Excel/Word and legal billing systems preferred



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About the Company

C

CFS

Founded by CPA firms in 1994, Creative Financial Staffing has spent over 30 years helping job seekers and employers succeed. In fall 2025, we rebranded as CFS—a name that reflects our full range of expertise while staying true to the trusted company you know.

CFS is the industry’s leading employee-owned staffing firm, connecting top talent in accounting, finance, technology, and human resources. We provide skilled professionals on both a temporary and permanent basis across diverse industries, leveraging our extensive network to match the right people with the right opportunities.

Our dedication to excellence extends to our award-winning culture, recognized repeatedly for growth, recruiting, workplace environment, and employee support. Honors include Forbes’ “America’s Best Recruiting and Temporary Staffing Firms,” Staffing Industry Analysts’ top U.S. staffing rankings, FlexJobs’ Top 100 Companies for Remote and Hybrid Work, Top Workplaces USA, Newsweek’s Best Practices awards, and more.

COMPANY SIZE
500 to 999 employees
INDUSTRY
Financial Services
FOUNDED
1994
WEBSITE
http://www.cfstaffing.com/