Matter Information Analyst

Summary

Ogletree Deakins is a labor and employment law firm. The Matter Information Analyst supports the Financial Operations Team by accurately and promptly setting up clients and matters for billing, managing matter data changes, resolving issues, and ensuring compliance with billing policies and procedures.

Responsibilities

• Matter Set Up: Contribute to the beginning-to-end matter lifecycle by accurately setting up clients and matters for billing in line with client-specific guidelines. This includes reviewing InTapp forms for accuracy, ensuring data flows efficiently into Aderant, mapping in Billblast and in various evendor websites for eBilled matters
• Data Change Management: Process data changes to matters after set up has occurred. This includes, insurance information, bill groups, contact changes, formatting, and matter plans
• Matters in Pending Status Management: Follow up on matters in review and resubmit status to avoid WIP build up on matters
• Control Reports: When needed, analyze and correct items on various reports
• Issue Resolution: Research and resolve escalated items
• Team Collaboration: Act as back up for team members out of office or when SLAs are not being met
• Effective Communication: Respond promptly, courteously, and professionally to inquiries within shared and personal mailbox
• Policy & Procedure Compliance and Documentation: Ensure adherence to established matter information policies and procedures

Skills

• This position may be remote, but the successful candidate must reside in a state where we have a physical office
• Undergraduate degree in Business, Accounting, Finance or related field
• Minimum of 1+ years in legal billing or matter set up
• Proficiency with MS Word and Excel (formulas, pivot tables and filters)
• Working knowledge of Aderant, including bill groups, matter plans, formatting, and insurance related matters
• Experience with Billblast and electronic billing systems such as, Legal Tracker, LegalX, Collaborati, and TyMetrix, etc
• Interpersonal and Communication Skills: Demonstrates excellent oral and written communication abilities and maintains a professional demeanor
• Workload Management: Capable of prioritizing tasks efficiently and adapting to a fast-paced environment
• Self-Motivation: A highly motivated self-starter who excels with minimal supervision and takes a proactive approach in team settings
• Organizational Skills: Exhibits exceptional organizational skills and attention to detail, managing multiple tasks and deadlines effectively
• Initiative and Judgment: Takes initiative, exercises good judgment, and demonstrates excellent follow-up skills
• Problem Solving: The ability to apply a logical thought process to unique and varied requests and determine the next step using best practice protocol within a legal billing environment
• 3+ years preferred

Qualifications

Must Haves

• This position may be remote, but the successful candidate must reside in a state where we have a physical office
• Undergraduate degree in Business, Accounting, Finance or related field
• Minimum of 1+ years in legal billing or matter set up
• Proficiency with MS Word and Excel (formulas, pivot tables and filters)
• Working knowledge of Aderant, including bill groups, matter plans, formatting, and insurance related matters
• Experience with Billblast and electronic billing systems such as, Legal Tracker, LegalX, Collaborati, and TyMetrix, etc
• Interpersonal and Communication Skills: Demonstrates excellent oral and written communication abilities and maintains a professional demeanor
• Workload Management: Capable of prioritizing tasks efficiently and adapting to a fast-paced environment
• Self-Motivation: A highly motivated self-starter who excels with minimal supervision and takes a proactive approach in team settings
• Organizational Skills: Exhibits exceptional organizational skills and attention to detail, managing multiple tasks and deadlines effectively
• Initiative and Judgment: Takes initiative, exercises good judgment, and demonstrates excellent follow-up skills
• Problem Solving: The ability to apply a logical thought process to unique and varied requests and determine the next step using best practice protocol within a legal billing environment

Nice to Haves

• 3+ years preferred

Benefits

• This position may be remote, but the successful candidate must reside in a state where we have a physical office.
• This role is also eligible for performance-based bonuses.
• Paid Time Off
• Paid Sick Leave
• A 401(k) matching program
• Profit Sharing
• Paid Holidays
• Paid Parental Leave
• Affordable Health and Life Insurance including Dental & Vision coverage
• Health Savings Account /Flexible Spending Accounts to help offset the cost of dependent care and/or health care expenses
• Tuition Reimbursement
• An Employee Assistance Program