BILLING AND COLLECTIONS

• Create step-by-step flow to billing process

• Review billing to ensure guideline compliance

• Generate & distribute prebills; make edits

• Prepare final bills

• Provide support for various billing arrangements

• Generate LEDES invoices

• Submit invoices (ebill, mail, email, fax)

• Track status of ebilled invoices

• Manage appeals and rejections

• Provide ongoing training and support to timekeepers 

• Perform soft collections

EBILLING SYSTEM CONFIGURATION

• Request new matter creation

• Update and maintain matter profile

• Submit and update budgets and accruals

• Submit and update timekeepers/rates

• Submit staffing plans

• Upload status reports

• Attach backup and supporting documentation

• Maintain special formatting and configurations in accordance with guidelines

• Ensure LEDES invoices contain correct format and information

• UTBMS codes

ANALYTICS AND REPORTING

• Create and maintain reporting:

  • ​Billing data​

  • Productivity by client

  • Productivity by timekeeper

  • WIP 

PAYMENT APPLICATION

• Post payments to invoices

• Post Trust funds to matters and bills

• Request retainer replenishments

• Payment report (daily, weekly, monthly, YTD)