Matter & Time Compliance Specialist at Milbank LLP

Kansas City, Missouri, United States -

Full Time

Start Date

Immediate

Expiry Date

29 Jan, 26

Salary

0.0

Posted On

31 Oct, 25

Experience

2 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

Skills

Client Intake Compliance, Quality Control, Time Entry Compliance, Analytical Thinking, Attention to Detail, Organizational Skills, Communication Skills, Legal Principles Knowledge, Financial Software Experience, MS Outlook Proficiency, Excel Proficiency, Word Proficiency, Team Collaboration, Problem Solving, Time Management, Critical Thinking

Industry

Law Practice

Description

Responsibilities Client/Matter Intake Compliance Quality control of new client/matter intake to include: review of incoming matters; triage with finance team to ensure quality and consistency. Review and approve new/amended case memos received through the Intapp Open (matter intake software) to identify missing or incorrect information; make modifications and request necessary approvals. Assist with client/matter review to ensure setups comply with clients’ Outside Counsel Billing Guidelines [OCG’s] (i.e. time increments, frequency, invoice(s) template, volume discounts), with focus on practice areas’ billing standards and Bankruptcy Court requirements. Time Entry Compliance Review incoming time loads for narrative compliance with practice group standards (FRG); ensure correct time entry formats and syntax. Review incoming time loads on active bankruptcy matters for compliance with court requirements specific to the matter; ensure correct time entry formats and syntax. Proactively identify time entries containing generic descriptions, suggest enhanced narratives for vague entries, and move time to correct matters where appropriate. Run TimeChecker weekly on all new FRG time to ensure embedded time increments tie to the hours on each timecard; work with timekeepers to correct discrepancies. Assist with Time Checker and Intapp Terms software (or comparable products) to suggest time entry rules for increased compliance. Review time entries for ‘meeting matching’ across multiple timekeepers. Identify timekeepers not in compliance with practice group rules and/or client guidelines. Work with department leaders to escalate to Talent Managers / Practice Group Leaders as needed. Assist in clean up of unreleased time as well as time in the temporary Unopened Matters accounts. Partner with Revenue, LTAs and Legal Assistants to implement edits in the time & billing system. Additional key areas: Respond to inquiries/questions in a timely manner and escalate issues as needed to Supervisor, Manager, Director or other firm management as needed. Prepare various reports and analysis, as requested. Provide coverage during absence of other team members. Flexibility with overtime when necessary. Other responsibilities as they may be assigned from time-to-time. Qualifications A Bachelor degree or equivalent experience is required; preferably in Accounting or Business. Finance experience in professional services industry a plus. Possess knowledge of legal principles and practices, typically gained through an associate's degree or paralegal certification, to effectively manage time reviews and understand legal work. Strong written and verbal communication skills; strong spelling and grammar skills for proofreading. Ability to think critically/analytically and exhibit sound judgment. Strong organizational skills and an ability to prioritize; follows through on assignments; results oriented. Ability to meet deadlines while maintaining strict attention to detail; works well under pressure. Works well in a team environment and collaborates with others but can function independently with minimal supervision when required. Software: Financial software experience a plus. Proficiency in MS Outlook, Excel, Word: Word Processing experience a plus.

Responsibilities

The Matter & Time Compliance Specialist is responsible for ensuring compliance in client/matter intake and time entry processes. This includes quality control, reviewing case memos, and ensuring adherence to billing guidelines and court requirements.