Review Client and Matter set up (including rates, discounts, invoice formats and deferrals) to ensure adherence to engagement letters and billing guidelines
Maintain documentation of all non-standard billing requirements and update Client and Matter Billing Instructions in Aderant/CET database
Monitor work in progress to ensure matters are billed per agreements and schedules
Produce, review and distribute prebills monthly and as needed; coordinate with secretarial team
Perform billing functions to produce client invoices (edits, write downs, transfers, discounts)
Audit edits in Aderant (narrative and mathematical calculations) prior to posting
Ensure client invoices are mailed/delivered timely per firm and client guidelines
Manage attorney and client deadlines, estimate due dates for accruals/closings and billing
Meet with billing attorneys regularly to discuss clients, special billing arrangements, aged WIP and AR issues