The Phoenix Group
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http://www.tpgnyc.com
http://www.tpgnyc.com
USD
55000
65000
YEAR
true
Client/Matter Intake Compliance
Electronic Billing (ebilling) Compliance
Time Entry Compliance
Additional key areas:
The Phoenix Group Advisors is an equal opportunity employer. We are committed to creating a diverse and inclusive workplace and prohibit discrimination and harassment of any kind based on race, color, religion, gender, sexual orientation, gender identity or expression, national origin, age, genetic information, disability, or veteran status. We strive to attract talented individuals from all backgrounds and provide equal employment opportunities to all employees and applicants for employment.
Amanda Goulart
Matter & Time Compliance Specialist
55 Hudson Yards New York City New York, NY 10001 US
Job Description
Client/Matter Intake Compliance
- Quality control of new client/matter intake to include: review of incoming matters; triage with finance team to ensure quality and consistency.
- Review and approve new/amended case memos received through the Intapp Open (matter intake software) to identify missing or incorrect information; make modifications and request necessary approvals.
- Assist with client/matter review to ensure setups comply with clients’ Outside Counsel Billing Guidelines [OCG’s] (i.e. time increments, frequency, invoice(s) template, volume discounts), with focus on practice areas’ billing standards (Financial Restructuring [FRG], Litigation [LIT], etc.).
- Assist in maintaining client/matter setups and Alternative Fee Agreements [AFA’s] including estimates, estimated completion dates, budgets and caps.
- Add task and activity codes to matters as appropriate.
- Ensure new clients and matters are imported correctly into the 3E billing system, and assist with enhancements to existing intake processes.
- Review new and existing clients to group under related client umbrellas to ensure correct reporting and implementation of fee agreements.
Electronic Billing (ebilling) Compliance
- Ensure compliance with various ebilling standards: block billing, vague entries, admin/clerical tasks, spelling, grammar and abbreviations.
- Quality control of new client/matter intake for key ebilling fields; work with ebilling team and revenue team to obtain missing information.
- Maintain lists of clients’ trigger words leading to rejections/short-pays.
- Assist with monitoring setups on model matters to ensure compliance at opening for ebilling.
Time Entry Compliance
- Review incoming time loads for narrative compliance with practice group standards (FRG, LIT); ensure correct time entry formats and syntax.
- Run TimeChecker weekly on all new FRG time to ensure embedded time increments tie to the hours on each timecard.
- Assist with Time Checker and Intapp Terms software (or comparable products) to suggest time entry rules for increased compliance.
- Review time entries for ‘meeting matching’ across multiple timekeepers.
- Identify timekeepers not in compliance with practice group rules and/or client guidelines.
- Work with department leaders to escalate to Talent Managers / Practice Group Leaders as needed.
- Assist in clean up of unreleased time as well as time in the temporary Unopened Matters accounts.
- Partner with Revenue, LTAs and Legal Assistants to implement edits in the time & billing system.
Additional key areas:
- Respond to inquiries/questions in a timely manner and escalate issues as needed to Supervisor, Manager, Director or other firm management as needed.
- Prepare various reports and analysis, as requested.
- Provide coverage during absence of other team members.
- Flexibility with overtime when necessary.
- Other responsibilities as they may be assigned from time-to-time.
The Phoenix Group Advisors is an equal opportunity employer. We are committed to creating a diverse and inclusive workplace and prohibit discrimination and harassment of any kind based on race, color, religion, gender, sexual orientation, gender identity or expression, national origin, age, genetic information, disability, or veteran status. We strive to attract talented individuals from all backgrounds and provide equal employment opportunities to all employees and applicants for employment.
Meet Your Recruiter
Amanda Goulart
Senior Principal Recruiter
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