Planet Depos

Client Services Representative

• Field all post-job client and reporter-related phone calls and emails, ensuring prompt and professional responses.
• Monitor the production table and rush board, prioritizing jobs according to due dates to ensure timely delivery.
• Investigate client issues and billing-related disputes, addressing concerns and working to achieve positive resolutions.
• Provide clients and the production department with estimated transcript/job costs, ensuring transparency and clear communication.
• Review and track final transcript files received from reporters, ensuring accuracy and timely delivery.
• Enter comprehensive job updates and notes in Reporter Base, ensuring all changes or progress are well-documented and easily accessible.
• Maintain accurate case, firm, and contact notes in Reporter Base, ensuring the latest information is always available for reference.
• Assist in the translation process by responding to inquiries, assigning resources, and ensuring smooth production flow.
• Perform other duties as assigned to support the team and maintain seamless client service operations.

Client Services Specialist

Billing Specialist

• Prepare and produce client invoices for services provided.
• Process and electronically send a high volume of invoices to clients.
• Thoroughly review database job notes to ensure accurate billing of all services and products provided.
• Prepare payment to vendors.
• Communicate with Operations, A/R and A/P departments regarding transcript orders and client and vendor inquiries.
• Prepare draft invoices for client review.
• Responsible for accurate accounting documentation.
• Identify and resolve accounting discrepancies.
• Observe confidentiality of client data.
• Maintain and update job, client and vendor database records with billing-related information.
• Assist with special projects as needed.
• Perform other duties as assigned.

Attorney

• Edit and quality-check transcripts with audio.
• Format and supplement transcripts as needed.
• Certify accuracy of transcripts.
• Maintain and update shared Transcription calendar and Production boards.
• Coordinate deliverables with Production and Client Services departments.
• Enter job notes in legal support software (ReporterBase) with accuracy.
• Perform transcription and production duties as needed.
• Provide detailed feedback about audio quality, spellings, and annotations to digital court reporters.
• Provide detailed feedback about scopist/transcriber transcript quality.
• Provide suggestions on how to improve transcription workflow through process improvements and/or utilization of technology.
• Work towards CET (AAERT) certification, if not already certified.
• Other duties as assigned.

Legal Transcriber, Editor

Product Manager

• Join a dynamic and fast-paced environment to design, build, and roll-out products that deliver the company’s vision and strategy.
• Work with cross-functional teams and Leadership to develop new software product concepts and enhancements to existing products.
• Conduct research and develop a good understanding of customer needs, new technologies, market trends, and competitors.
• Responsible for product planning and execution throughout the Product Lifecycle, including gathering and prioritizing customer requirements.
• Develop requirements documents, functional specifications, and mock-ups to illustrate product ideas.
• Participate in all phases of product development lifecycle: analysis, design, and testing.
• Translate business strategy into product strategy and maintain the software strategy roadmap.

Manager

• Schedules depositions and other legal proceedings in complex, confidential cases.
• Establishes new and existing client relationships by demonstrating expertise and responding quickly to inquiries.
• Manages logistical arrangements for clients.
• Provides exceptional customer service and maintains attention to detail.
• Monitors scheduling email folder to assist with same-day job issues.
• Enters detailed data into database software.
• Reserves conference rooms and meeting locations.
• Sends confirmations and job updates to clients and resources via email.
• Performs quality control checks on team members’ work.
• Assists in training other colleagues and documents case orders.

Client Services Specialist

Billing Specialist

Legal Transcriber, Editor

Product Manager

Domestic Scheduling Case Manager