Requirements
The role requires strong attention to detail and proficiency in financial reporting and billing compliance within a legal or professional services environment. Candidates should possess excellent organizational skills to handle ad-hoc office tasks and support multiple practice groups effectively.
Job Description
As a TA Billing Coordinator, you will play a crucial role in managing and improving the billing processes to ensure efficiency and accuracy. You will be responsible for overseeing the creation and distribution of monthly reports, ensuring timely invoicing and payments, and resolving any billing-related issues.
Key Responsibilities:
Billing Process Management:
Take direct responsibility for the team's billing processes, including but not limited to:
Creating, distributing and monitoring fee earners and matter Partners WIP and Financial Billing Reports at regular intervals
Generating client, matter and matter Partner time reports
Notifying and updating fee earners via email and calendar invitation of upcoming billing deadlines
Creating, distributing and formatting prebills to ensure they are billing compliant before submitting them to the billing team before deadline
PO Management - Monitor remaining funds on Purchase Orders, adding new PO’s to file and requesting uplifts from clients as required.
Adding and updating client despatch information on invoices
Requesting time transfers, files closures and time amendments
Performing narrative edits to existing prebills
Adding tasks and draft invoices to client portals
- Resolving issues relating to returned prebills and invoices
Generating reports relating to outstanding/unbilled time
Attending and participating in revenue control meetings – Actioning tasks as discussed and performing corrective action on unbilled or historical WIP including chasing FE’s
Oversee the creation and distribution of monthly reports to clients.
Add disbursements, expenses and third-party invoices to file
Perform Cashiering tasks e.g. TT, BACS and inter-office transactions
Monitoring and correcting client rates information
Verify bank details and payment information with clients
Suggesting and implementing process efficiency improvements
Other Responsibilities may include:
- Prepare bundles and legal documents.
- Manage travel bookings for lawyers.
- Process expenses for lawyers
- Document creation, amendment and printing
Copying, faxing, printing, scanning, bibles, bundles, pagination and indexing
- Archiving and scheduling tasks.
- Type letters, prepare post, and hand deliver legal documents when necessary
- Diary management and room booking for lawyers
- Ad-hoc office tasks, including supporting other practice groups