Client Intake Coordinator

Clyde & Co

Client Intake & Rates Coordinator managing billing setups and client intake processes in Clyde & Co's finance department. Ensuring compliance with billing guidelines and maintaining financial records for legal matters.

Posted 7/9/2026full-timeKansas City • Kansas, Montana • 🇺🇸 United StatesMid-LevelSeniorWebsite

About the role

Key responsibilities & impact

Monitor the daily status of New Matters by completing the necessary billing setups, including the review of client billing guidelines, invoice delivery method (i.e. ebilled, paper, email), and ensure all necessary billing fields have been populated for successful pro-forma/invoice generation.
Create and modify bill groups to include addresses and contacts; assist with creating matter plans; set-up and modify split billing set-ups.
Assist with reviewing all Outside Counsel Guidelines for compliance in order to implement client requirements, including cost expense constraints and electronic billing standards.
Administrative client, matter and timekeeper file maintenance, including, closing files, mass edits revaluing of time, generate ad hoc reports, and complete all daily reporting tasks upon request.
Maintain shared inbox by providing and organizing prompt responses to requests for rate information and billing setup changes.
Implement and maintain charge-out rates as agreed by legal and pricing teams.
Observe confidentiality in all Firm and client matters.
Other responsibilities and duties as they arise.

Requirements

What you’ll need

A bachelor’s degree or equivalent experience required; degree preferably in Accounting or Business.
1-3 years of experience in a law firm finance department or comparable industry is required.
Experience with Elite 3E financial software is required.
An understanding of billing rate hierarchy and client/matter maintenance.
Demonstrated understanding of complex billing.
Advanced proficiency with Microsoft Excel and Microsoft Office products.
Excellent written and verbal communication and interpersonal skills, and an ability to establish and maintain relationships with partners, attorneys, finance staff, clients, brokers and other third party vendors.
Must be flexible to work overtime when necessary.

Benefits

Comp & perks

Hybrid Work Flexibility – Enjoy a perfect balance between remote and in-office work.
Generous Paid Time Off – Generous paid time off, holidays, plus an annual “wellbeing” day.
Comprehensive Health Benefits – Medical, dental, and vision coverage for you and your family.
Robust Disability Coverage – Comprehensive short-term and enhanced long-term disability plans.
Referral Rewards – Earn generous bonuses for introducing talented colleagues to our team.
Mentorship & Career Growth – Access strong mentorship, global training programs, and career development support.
Engaging Culture – Participate in exciting social events, volunteer and community service initiatives, and professional development opportunities.
Inclusive Parental Leave – Six months fully paid, for all parents regardless of gender or path to parenthood.

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills & Tools

Billing SetupInvoice GenerationFile MaintenanceRate Information ManagementCharge-Out Rate Implementation

Soft Skills

Excellent Communication SkillsInterpersonal SkillsFlexibility