Legal Billing Intake Engagement Specialist

Taft is seeking a Legal Billing Intake Engagement Specialist to support our Accounting group in Taft’s.

We are seeking a Legal Billing Intake Specialist with 5 years’ experience to support our Accounting group. All Taft employees operate under a “Client First” philosophy—in all things, we seek to provide exceptional services to our clients.

Duties & Responsibilities:

•  Coordinate new client/matter intake and engagement setup, ensuring billing requirements are accurately recorded within the accounting system and align with firm policies.
• Review and validate engagement and billing data in InTapp Open for accuracy and completeness prior to matter activation, working with internal stakeholders to facilitate a smooth process and resolve discrepancies.
• Maintain client billing guidelines and compliance requirements, including CounselGuide data, to support accurate billing and reduce risk.
• Perform ongoing maintenance of client and matter records within the accounting system, ensuring all billing-related information, fee arrangements, and related data remains current and accurate.
• Partner with the E-Billing Coordinator on e-billed matters to ensure proper setup, communication, and adherence to client-specific billing requirements and guidelines.
• Recommend and support process improvements to enhance the efficiency, accuracy, and effectiveness of engagement intake, fee arrangement management, and billing compliance procedures.
• Assist with training and guidance for staff involved in engagement intake and billing processes.
• Support departmental initiatives and maintain confidentiality of firm and client information.
• Participate in ongoing training and professional development to strengthen billing and compliance expertise.

Requirements:

•  Minimum of five years of legal billing experience, including electronic billing (ebilling), and client intake processes required.
• College coursework in accounting or related field is preferred.
• Related work experience may be considered in lieu of formal education.
• Experience with ebilling vendor sites, vendor requirements, and billing guidelines required.
• Experience with InTapp client intake software and CounselGuide is highly desirable.
• Proficiency with BillBlast or eBillingHub is highly desirable.
• Proficiency with SurePoint Legal Management System or Aderant is highly desirable.
• Advanced knowledge of outside counsel guidelines and legal billing terminology.
• Advanced experience with complex billing requirements. i.e.; split billing, multi-payor fee arrangements, volume discounts, insurance matters.
• Ability to communicate effectively, both orally and in writing.
• Advanced skills in assessing situational needs and requirements.
• Attentiveness to details ensuring completeness, accuracy, and organization.
• Exhibit a high level of responsiveness and professionalism.
• Ability to prioritize assignments in a time sensitive environment.
• Proven aptitude to learn new software and web-based applications.
• Ability to work effectively in a hybrid environment, including proficiency using Zoom Workplace.
• Proficiency with Microsoft Office Suite; Excel, Outlook, and Word.

 Taft is an Equal Opportunity Employer. The information in this posting presents general duties, tasks, and responsibilities but is not intended to be an exhaustive listing. Taft Stettinius & Hollister LLP participates in E-VERIFY.

Careers at Taft
Our employees are people who thrive in a collaborative and fast-paced work environment. Taft’s lawyers and professional staff believe strongly in the value of our legal work. We believe that client service is our first, and most important, job. At Taft, success is measured in more than billable hours. This philosophy allows us to be active participants and leaders in our communities. Taft can help you create a long, rewarding, and meaningful career.

In addition, Taft is a signatory to the American Bar Association Well-Being Pledge, designed to support mental health and overall well-being for Taft’s attorneys and staff through education, firm policies, and intentional workplace culture.

We integrate inclusion into the fabric of what we do. We look for talented, dynamic, and innovative thinkers for our legal team. If you’re interested in joining our team, we encourage you to review our open positions and learn more about our firm.

Inclusion and Opportunity
Taft knows that people with varied experiences bring creative thinking, multiple perspectives, and innovative problem-solving techniques to issues in the practice of law. We are committed to fostering a culture among our attorneys and professional support staff that values different points of view from all team members.

Mentoring and Retention
No matter how talented or well educated, becoming a successful lawyer requires input and support from people who have already achieved that success. Research shows that careers profit from having someone in your corner. We want to be a champion for your career. Learn how Taft supports and emphasizes mentorship programs, as well as individual mentoring and sponsoring for our attorneys.

Professional Development
We grow when our employees thrive, so we make it a priority to provide the tools and resources our team needs to succeed. See how Taft can support your professional growth.