Accounting Intake Specialist

beneschlaw; Cleveland (OH); On-site; USD 62,000 - 82,000; Full time

Benefits offered by this job

Discretionary bonus

Comprehensive benefits package

Job summary

beneschlaw in Cleveland, Ohio, seeks an Accounting Intake Specialist to support client onboarding and billing processes. The role involves reviewing client requests, managing billing details, and ensuring compliance with established guidelines.

Ideal candidates will have a bachelor’s degree and a minimum of three years’ experience in legal billing or intake functions, combined with proficiency in Aderant and Microsoft Office.

The salary range for this position is $62K to $82K, accompanied by a comprehensive benefits package.

Qualifications

• Minimum of three years of administrative billing or law firm intake experience.
• Experience with Aderant, 3E, or Intapp is preferred.
• Must demonstrate strong accuracy and attention to detail.

Responsibilities

• Review and approve new client and matter request forms.
• Update Aderant accounting system for accurate bill processing.
• Communicate effectively with Legal Assistants and Attorneys.

Skills

Attention to detail

Multitasking

Customer service

Communication skills

Proficiency in Microsoft Excel

Education

Bachelor's degree from an accredited university

Tools

Aderant

Microsoft Word

Job description

Position Summary

Do you have prior billing or intake experience in a law firm? Are you looking for an opportunity to focus that experience in a concierge type position and assist stakeholders with the onboarding of new clients and matters? Then you may be interested in our Accounting Intake Specialist position. This role is perfect for the experienced administrative biller or law firm intake specialist who is detail-oriented and desires a strong sense of accomplishment at the end of the day. Join Benesch and play a pivotal role in shaping the financial success of our organization.

Essential Functions

• Reviews and approves new client and new matter request forms for accuracy and completeness daily.
• Reviews billing and collections portions of Outside Counsel Guidelines and Engagement Letters to verify they conform with Finance department policies.
• Updates Aderant accounting system with information required for bills to be processed accurately. Regular duties include the following types of setups:
  • Client and matter level updates
  • Rates
  • Alternative Fee Arrangement (AFA) set up
  • Address changes
  • Contact information
  • Disbursement constraints
  • Attorney assignments
  • Invoice formats
  • Billing methods
  • Attorney relationship credit/split assignments
  • Other client, matter or attorney updates
• Monitors Billing, Accounting Intake and Billing Guidelines email inboxes and responds to questions or refer to appropriate team.
• Coordinates rate requests with the Client Value Team to ensure correct rates are updated in the Aderant accounting system.
• Coordinates changes to intake forms and intake processes with the Intake team and software vendors as they related to clients, rates and billing.
• Monitors "Matter Not Yet Open" matter and move time entries as new clients and matters open.
• Communicates effectively with Legal Assistants, Attorneys and administrative staff to obtain complete and accurate information.

Qualifications

The Accounting Intake Specialist preferably will possess a bachelor's degree from an accredited university and a minimum of three years of administrative billing, rates, pricing, or law firm intake with legal billing experience. Experience with Aderant, 3E, or Intapp is preferred. The Accounting Intake Specialist must demonstrate strong accuracy and attention to detail; the ability to multitask, prioritize, and effectively manage day-to-day tasks; and proficiency in data entry, processing, researching, cross-referencing, and validating data. Must also be highly proficient in Microsoft Office, especially Excel and Word, and bring strong analytical and problem‑solving skills, initiative, sound judgment, and excellent follow‑up skills. Excellent customer service and communication skills are required.

The salary range for this position is $62K to $82K.

Please note that quoted salary ranges are based on Benesch's good faith belief at the time of the job posting and are not a guarantee of what final salary offers may be. Base pay is based on market location and may vary depending on job‑related knowledge, skills, and experience. Base pay is only one part of the Total Rewards that Benesch provides to compensate and recognize our staff professionals for their work. Full‑time positions are eligible for a discretionary bonus and a comprehensive benefits package.

Benesch is an equal opportunity employer. We strongly value and encourage diversity and solicit applications from all qualified applicants without regard to race, color, gender, sex, age, religion, creed, national origin, ancestry, citizenship, marital status, sexual orientation, physical or mental disability (where applicant is qualified to perform the essential functions of the job with or without reasonable accommodations), medical condition, protected veteran status, gender identity, genetic information, or any other characteristic protected by federal, state, or local law.

Applicants who are interested in applying for a position and require special assistance or an accommodation during the process due to a disability should contact the Benesch Human Resources Department by phone at 216-363-4578 or email Christine Watson at [e-mail].