About this role
Position Overview :
This position requires significant in-depth knowledge and understanding of organizational operations around platforms and services supporting LCA’s solution offerings. An extensive amount of interface with multiple organizations is imperative - most importantly through interactions with the Finance, Billing & Pricing and Contracts, Systems and Client Services team. This includes participation in client services related activities such as attending meetings and discussions regarding new client matters and/or changes to client service agreements.
This multifaceted role requires continuous collaboration and acting as liaison across critical teams for verification of relevant client contracts and billing. Such teams include Contracts, Finance, Pricing, Billing, Human Resources, Systems and Business Development. In addition to billing and invoicing, this position will also track information on all client contract service provisions, pricing, billing, and any additional compliance measures dictated by the contract and/or service agreement.
The individual will be required to:
- Develop and maintain a thorough and solid understanding for billable activities and invoicing related to the multiple service offerings around all LCA’s eDiscovery solutions: OmniX, Viewpoint and Relativity services offerings, as well as, Managed Review, Consulting and Analytics, Compliance and other related legal services (e.g., scanning, audio files support, etc.) where appropriate;
- Develop and maintain a thorough understanding of the pricing parameters and guidelines of existing and newly executed client agreements;
- Have the ability to understand any contractual changes, updates and expirations, then to translate those changes into system updates to ensure there is no interruption within the invoicing mechanisms;
- Review system generated billing data intended for invoice generation on a regular and timely basis. Verify accuracy of billing data, and report and resolve any billing problems, issues, or discrepancies to stakeholders;
- Verify and validate against established data points, and for the purpose of invoicing, identify items that are out of scope and determine as billable or non-billable;
- Work with designated client service manager and/or account manager to finalize invoices for submission to client. Develop expertise in billing issues for assigned group of clients and interface with stakeholders for full understanding of contractual matters that impact invoicing a particular client and/or contract ;
- Confirm information captured as being outside of the parameters of client agreements and verify the accuracy of said services and/or provisions (i.e., confirmation of a change order, verification of additional billable services, etc.).
- Review and identify programmatic gaps in time billing and data unit capture systems, processes and methodology. Define needed changes and provide recommendations in order to facilitate accurate and regularly updated contractual and billing pricing information to the various groups responsible for billable activities.
- Ensure 100% completion of monthly invoicing for assigned inventory of clients and matters.
Qualifications
- Bachelor’s degree required. Finance, Business, IT or related field desired.
- Knowledge of Client Services, Project management, billing, contracts or other related field. LCA Client Services/Operations and E-Discovery experience would be an advantage.
- Exposure to TaBS or similar billing systems will be an added advantage. Ability to grasp financial, billing and contractual information.
- Good Microsoft Excel skills would be an advantage.
- Exceptional attention to detail and an eye for spotting errors and discrepancies.
- Strong communication skills with the ability to see issues through to resolution.
- Ability to grasp financial, billing and contractual information.