Client Intake & Rates Coordinator

Clyde & Co is a global law firm with a pioneering heritage and a resolute focus on its core sectors of aviation, energy, infrastructure, insurance, marine, and trade. The Firm's Kansas City Office seeks an energetic, enthusiastic and experienced Client Intake & Rates Coordinator who seeks to be efficient and effective in a fast-paced environment.

Responsibilities

Monitor the daily status of New Matters by completing the necessary billing setups, including the review of client billing guidelines, invoice delivery method, and ensuring all necessary billing fields have been populated for successful pro-forma/invoice generation; Create and modify bill groups to include addresses and contacts; assist with creating matter plans; set-up and modify split billing set-ups; Assist with reviewing all Outside Counsel Guidelines for compliance, including cost expense constraints and electronic billing standards; Administrative client, matter and timekeeper file maintenance, including closing files, mass edits revaluing of time, generating ad hoc reports, and completing daily reporting tasks upon request; Maintain shared inbox by providing and organizing prompt responses to requests for rate information and billing setup changes; Implement and maintain charge-out rates as agreed by legal and pricing teams; Observe confidentiality in all Firm and client matters; Other responsibilities and duties as they arise

Requirements

A bachelor's degree or equivalent experience required; 1-3 years of experience in a law firm finance department or comparable industry is required; Experience with Elite 3E financial software is required; An understanding of billing rate hierarchy and client/matter maintenance; Demonstrated understanding of complex billing; Advanced proficiency with Microsoft Excel and Microsoft Office products; Excellent written and verbal communication and interpersonal skills, and an ability to establish and maintain relationships with partners, attorneys, finance staff, clients, brokers and other third party vendors; Must be flexible to work overtime when necessary

Nice to have

Degree preferably in Accounting or Business

Benefits

Hybrid Work Flexibility; Paid Time Off and firm holidays; Referral Rewards; Mentorship & Career Growth; Engaging Culture; Inclusive Parental Leave (six months fully paid); Wellbeing Benefits ($300 per calendar year for wellness activities and a Wellbeing Day); Comprehensive Health Benefits (medical, dental, vision, life, and disability); Retirement Benefits starting on day one and 100% vested