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Essential Functions
To perform this job successfully, an individual must be able to perform each of the essential duties. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
- Prepare itemized statements
- Monitor WIP (work in progress)
- Enter New Matter Sheets in billing system
- Compile and process bills to clients every month.
- Review and edit pre-bills in response to attorney, paralegal and secretary requests.
- Apply retainer funds as directed by attorney.
- Process write-offs following policy.
- Review and verify accuracy of billing and supporting documentation as required.
- Research and respond to inquiries regarding billing issues and problems.
- Create new billing formats as needed.
- Create billing schedules and various other billing analyses as required.
- Creates and prints final client billing.
- Creates and distributes monthly reports.
- Follow up on outstanding invoices
- Is familiar with and applies Firm billing policies.
- Keep records of invoices and supported documents
- Collect all in-house consultations
- Process all credit card payments
- Utilizes computerized accounting and payables software programs (PC Law, Excel, Word) to perform duties and responsibilities.
- Ensures strict confidentiality at all times.
- Assists with special projects as needed.
- Responsible for distributing transit checks
- Provide support to team members
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