Job Summary: Senior Legal Invoice Reviewer
We are seeking an experienced Senior Legal Invoice Reviewer to join our team. The ideal candidate will possess extensive expertise in reviewing and managing legal invoices, ensuring compliance with billing guidelines, and leading our legal spend management processes.
Key Responsibilities:
- Conduct comprehensive first-level and peer reviews of law firm invoices to ensure adherence to the client's Outside Counsel billing guidelines. Utilize advanced judgment to identify and rectify discrepancies.
- Coordinate and distribute legal bill assignments to team members. Verify the accuracy of the UTBMS task codes (Fee, Activity and Expense codes) applied to invoice line items.
- Monitor daily and long-term bill review delivery production, often based on customer pre-determined schedules.
- Ability to carry out detailed written or verbal instructions; ability to respond to requests effectively and efficiently.
- Developing, documenting and maintaining training documentation is necessary to drive shorter ramp-up time using effective methodologies.
- Developing & conducting quality assurance on regular basis to train, coach analysts on approved legal billing review techniques, customer specific service levels & ELM billing platforms. In addition, during heavy periods of incoming invoice volume, conduct the initial audit and/or quality assurance invoice review audit
· Participates and supports all project management initiatives. May be responsible for managing a specific project to include project planning, development and execution.
· Serves as subject-matter expert for the team. Responds to inquiries posed by attorneys, practice groups or other team members.
- Creates and distributes ad hoc operational and billing reports to management as requested
Qualifications: Bachelor’s Degree or related, equivalent experience. Juris Doctor or MBA preferred.
- 6+ years’ experience in the legal industry with 3+ years as an attorney, paralegal, legal spend analyst, legal bill auditor, legal bill reviewer, or billing coordinator for law firms.
- Ability to obtain information from others and deliver information to internal and external parties orally and in written form.
- Ability to read legal rules and guidelines and apply them to a series of information.
- Familiar with e-billing systems and Microsoft Excel.
- Ability to review, analyze, and evaluate legal fee and cost and expense invoice entries and to exercise discretion and sound judgment when making audit and adjustment decisions.
- Understanding of legal terminology and claims legal situations, multijurisdictional exposure preferred.
- Leadership skills with an ability to motivate and inspire team members to achieve goals, including productivity, timeliness, and accuracy.
- Prior experience training new staff members, preferably in a legal setting. Strong coaching and employee development skills.
- Data analysis and reporting skills, including team productivity and quality tracking.
- Computer skills with the ability to learn the electronic legal bill submission and auditing software.
- Organizational skills, including the ability to organize work in an orderly fashion conducive to the scheduling of prompt, efficient review of an appropriate number of legal invoices in a given day or time period.
- Familiarity with common business math and possess appropriate business telephone skills.
Required Competencies:
- Communications: Strong organizational and training skills are critical to being successful in this role. Strong communications skills and the ability to organize and motivate team members in a matrix environment are essential.
- Teamwork: Must work collaboratively with people within LBACOE and throughout the entire WK organization, while providing constructive feedback to LBACOE from the BUs.
- Problem Solving: Capable of independent thinking and rendering sound decisions. Astute at identifying and engaging the necessary resources to help in decision making. Take quick actions to identify and resolve the cause of any problem. Proactive nature.
- Planning and Organizing: Must be able to conceive, develop and implement plans with the purpose of achieving short- and long-term goals. Must be able to prioritize and supervise resources to accomplish these goals each time.
- Technology: Has the ability to partner with experts in the technology field to identify technology gaps and requirements necessary to develop position and impactful solutions.
- Learning: Ability to acquire new or modify existing knowledge to support a changing marketplace and workforce. Can demonstrate a capability to learn by study, experience, or instruction.
- Initiative and Enterprise: Is self-directed and has the ability to translate ideas into action and get things done.
Tools:
· Expertise in Microsoft Office Suite (Word, Excel, PowerPoint, Outlook) and reporting tools such as Tableau, Power BI, and SQL.