The Matter Management, Analyst will assist the Firm in managing thematter records in line with the intake rules and procedures, ensuringcompleteness and quality of the data essential to raising a bill.
The Matter Management, Analyst will be primarily involved in ensuring thatmatters (new and ongoing assignments) are set-up with the appropriateinformation in the relevant systems (Intapp and SAP).
The candidate willbecome familiar with the law firm environment, our clients, and client matterintake rules and processes, particularly billing requirements and clientspecifications.
Review and analyze engagement letters / assignment letters and be able to :
Determine the relevant legal practice area and specific scope of work.
Understand and provide a concise description of the particular client matter.
Identify the applicable type of client fee arrangement.
Ensure timely, accurate, and complete capture of the above and other needed client data in Intapp.
Understand the impact of the data captured in Intapp on the billing process and ensure that data captured in Intapp will correctly flow into the billing process.
Review requests for client / matter update and determine when updates are necessary.
Perform valid requests for client / matter update in Intapp accurately and in a timely manner.
Work in collaboration with the billing team in ensuring that invoices sent to clients are accurate.
Provision of all aspects of support to the Firm, its Partners and offices with regard to all tasks encompassing matter management.
Provide support and assistance regarding technical know-how, training and important team projects and initiatives, when required.
Engage and collaborate with team members through Lean Six Sigma initiatives, presentation of ideas, and recommendations regarding best practice, continuous improvement, departmental processes, policies and procedures.