Billing Intake Engagement Specialist

Billing Engagement Intake Specialist coordinate the intake process for new and existing client engagements, focusing on billing terms and agreements to ensure accurate setup in compliance with firm policies and client‑specific guidelines. The role collaborates closely with attorneys, practice assistants, billing teams, and various business services teams to streamline the intake process and enhance billing data accuracy. Key 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, ensuring 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, documenting and retaining information within firm guidelines. Perform quality checks on billing‑related data to ensure accuracy and completeness before finalizing the engagement set‑up. Collaborate closely with attorneys, practice assistants, billing, e‑billing, and billing compliance teams, and various business services departments to obtain and distribute necessary documentation, resolve discrepancies, and ensure setups align with agreed terms for 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. Required Skills Excellent organizational skills, ensuring accuracy in billing terms, engagement letters, and data entry. Meticulous attention to detail to avoid errors that could lead to billing discrepancies or compliance issues. Effective communication skills across multiple audiences. Ability to interpret and analyze data, understanding data organization and storage, and steps involved in managing and utilizing data, including data entry, validation, and reporting. Ability to work independently or collaboratively in a team environment. Required Qualifications & Education Bachelor’s degree in business administration, finance, or 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 focusing on billing, e‑billing, and client intake process. Familiarity with billing software such as Aderant or IntApp and E‑Billing vendor sites. Familiarity with review and implementation of billing guidelines, engagement letters, and outside counsel guidelines. Ability to identify and resolve issues related to billing terms and data requirements, addressing discrepancies and ensuring documentation accuracy and completeness. 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 Qualifications & Education Exposure and understanding of the client engagement process and revenue cycle. Physical Requirements Ability to sit or stand for extended periods of time. Moderate or advanced keyboard usage. Benefits Our goal is to promote a work environment that supports health, well-being, and professional growth. Benefits include comprehensive medical (PPO and HDHP), dental and vision plans covering domestic partners; life and AD&D insurance; short and long term disability insurance; tax‑advantaged health‑care expense accounts, including FSAs and HSAs; dependent‑care FSAs; health advocacy services; behavioral health and counseling resources for all family members; 401(k) with profit sharing; backup dependent care; senior care planning support; resources for individuals with developmental disabilities and caregivers; paid holidays and other paid time off, including paid leave for new parents. Holland & Knight is an Equal Opportunity Employer and does not discriminate on the basis of race, color, religion, sex (including pregnancy, childbirth or related conditions, transgender status, and sexual orientation), national origin, age, disability, genetic information, veteran status or any other factor prohibited by law. #J-18808-Ljbffr Holland & Knight LLP