Holland & Knight LLP · 1 week ago
Billing Intake Engagement Specialist (Hybrid)
Brandon, FL
Full-time
Hybrid
Senior Level
5+ years expHolland & Knight LLP is a Firm dedicated to achieving high performance and success. They are seeking a Billing Engagement Intake Specialist to coordinate the intake process for client engagements, focusing on billing terms and agreements, and ensuring compliance with firm policies and client guidelines.
Law Practice
Responsibilities
Manage the intake process for new and existing client engagements, ensuring all billing terms and agreements are obtained, accurately documented and aligned with firm policies
Maintain detailed records of all client engagements and billing agreements, ensure all documentation is up-to-date and accessible to relevant teams
Review and verify billing guidelines, engagement letters, and outside counsel guidelines to ensure compliance with client-specific terms. Information will be documented and retained within the firm’s guidelines and terms database
Perform quality checks on billing-related data to ensure accuracy and completeness before finalizing the engagement set-up
Collaborate closely with attorneys, practice assistants, the billing, ebilling and billing compliance teams, and various business services departments to obtain and distribute necessary documentation, resolve any discrepancies in billing terms and ensure setups are aligned with agreed terms to ensure a smooth engagement process
Identify areas for improvement in the engagement intake process and implement procedural changes to enhance efficiency and accuracy
Assist with training and support to practice assistants and other staff involved in the engagement intake process to ensure they understand and adhere to billing guidelines and procedures
Generate reports on engagement setups, billing terms compliance, and other key metrics to monitor performance and identify trends
Special projects and duties as assigned
Qualification
Required
Excellent organizational skills, ensuring accuracy in billing terms, engagement letters, and data entry are crucial
Meticulous attention to detail to avoid errors that could lead to billing discrepancies or compliance issues
Ability to communicate effectively in all forms across multiple audiences
Ability to interpret and analyze data, understanding of how data is organized and stored and the processes and steps involved in managing and utilizing data, including data entry, validation, and reporting
Ability to work independently or collaboratively in a team environment
Bachelor's degree in business administration, finance, or a related field
Experience with IntApp or similar client intake software. Knowledge of Aderant or other legal billing systems
5+ years of legal or financial experience with a focus on billing, ebilling and client intake process
Familiarity with billing software such as Aderant or IntApp is beneficial. Candidate should also be knowledgeable of E-Billing vendor sites in addition to Billblast or Ebilling hub
Familiarity with review of and implementation of billing guidelines, engagement letters, and outside counsel guidelines
Ability to identify and resolve issues related to billing terms and data requirements is essential. This includes addressing discrepancies and ensuring that all documentation is accurate and complete
Ability to answer questions relating to the New Business Intake Form
Strong understanding of legal billing practices and terminology
Knowledge of industry standards and compliance requirements
Preferred
Exposure and understanding of the client engagement process and revenue cycle
Benefits
Comprehensive medical (PPO and HDHPs)
Dental and vision plans including coverage for domestic partners
Life and AD&D insurance
Short and long term disability insurance
Tax-advantaged accounts for health care expenses, including FSAs and HSAs
FSAs for dependent care
Health advocacy services
Behavioral health and counseling resources for all family members
401(k)
Profit sharing
Pre-tax transit and parking program
Backup dependent care
Senior care planning support
Resources for individuals with development disabilities and their caregivers
Paid holidays and other paid time off, including paid leave for new parents
Company
Holland & Knight LLP
Holland & Knight is a global law firm with more than 2,200 lawyers and other professionals in 35 offices throughout the world.
1001-5000 employees
H1B Sponsorship
Holland & Knight LLP has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (13)
2024 (9)
2023 (6)
2022 (3)
2021 (7)
2020 (4)
Funding
Current Stage
Late StageLeadership Team
Mia Stutzman
Chief Financial Officer
Kimberly Gardner
Chief Operating Officer
Recent News
2024-03-26
Company data provided by crunchbase