Client Accounts Compliance Coordinator

JustinBradley; Washington (District of Columbia); On-site; USD 57,000 - 79,000; Full time

Job summary

JustinBradley’s client seeks a Client Accounts Compliance Coordinator to review client billing agreements, engagement letters, and outside counsel guidelines to ensure compliant execution in the 3E accounting system. The role collaborates with the Senior Client Accounts team and matters maintenance to review, reconcile, and track fee arrangements.

Responsibilities include maintaining documentation in iManage, ensuring proper 3E rate implementation, and supporting month- and quarter-end

Qualifications

• Bachelor’s degree preferred.
• Minimum 2 years client accounting/billing experience in a law firm or professional services environment.
• Hands-on systems skills with Elite, Excel, Access and similar programs.
• Excellent technical skills including MS Office and billing software in a professional services environment, strong communications skills, professionalism and exceptional interpersonal skills.

Responsibilities

• Review client billing agreements and engagement letters to ensure billing terms and conditions are set‑up and executed in the 3E system.
• Collaborate with Senior Client Accounts team on daily review, reconciliation, and tracking of client fee arrangements.
• Maintain iManage with new business forms, engagement letters, and related documentation.
• Ensure 3E rate implementations align with client billing requirements and rate structures.
• Perform monthly and quarterly reporting reconciliation of inactive matters and missing letters.
• Review exception rate reports for correct 3E rate implementation of rate set‑ups.
• Assist with year-end Billing Attorney’s rate review and Master Rate Sheet updates.
• Respond to inquiries and provide solution options as needed.
• Uphold confidentiality and integrity of firm and client information.

Skills

Strong communication

Interpersonal skills

Professionalism

MS Office

Education

Bachelor’s degree

Tools

Elite

Excel

Access

Job description

JustinBradley’s long-term law firm client is seeking a Client Accounts Compliance Coordinator to assist with the high-level review of their clients’ billing agreements, engagement letters, and outside counsel guidelines to ensure clients’ billing arrangements and guidelines are being executed within the 3E accounting system.

Responsibilities

• Review and implementation of outside counsel guidelines and engagement letters from clients to ensure billing terms and conditions are set‑up and executed in the Accounting database and consistent with our understanding with the client.
• Work closely with the Senior Client Accounts Manager, Senior Client Accounts Compliance Coordinator, Client Agreements team, and Matter Maintenance team regarding daily review, reconciliation, and tracking of pending and finalized client fee arrangements.
• Maintain iManage with new business forms, engagement letters, waiver letters, nondisclosure letters, and other documentation relevant to matter preservation.
• Knowledgeable of client-specific billing requirements and accurate 3E implementation of the corresponding fee arrangements and rate structures.
• Perform monthly and quarterly reporting reconciliation of inactive matters, missing engagement letters, and other reconciliation projects as identified.
• Perform daily review of exception rate reports to ensure correct 3E rate implementation of newly executed rate set‑ups.
• Assist with calendar year‑end Billing Attorney’s rate review process, including reporting and Master Rate Sheet (MRS) updates.
• Research and respond to inquiries as requested.
• Offer solution options for various situations and actively seek to enhance knowledge of all matter‑related arrangements, procedures, and departmental processes.
• Uphold high standards of confidentiality, discretion, and integrity, particularly with respect to all sensitive and/or confidential firm and client information to which this position will have access.

Qualifications

• Bachelor’s degree preferred.
• Minimum 2 years client accounting/billing experience in a law firm or professional services environment.
• Hands on systems skills with Elite, Excel, Access and similar programs.
• Must have excellent technical skills including MS Office and billing software in a professional services environment, strong communications skills, professionalism and exceptional interpersonal skills.

JustinBradley is an EO employer – Veterans/Disabled and other protected employees.

Salary Range: $57k-$79k based on experience level