Client Intake & Billing Rates Specialist

Clyde & Co; Kansas City (MO); Hybrid; USD 54,000 - 76,000; Full time

Benefits offered by this job

Hybrid Work Flexibility

Paid Time Off

Referral Rewards

Mentorship & Career Growth

Engaging Culture

Inclusive Parental Leave

Wellbeing Benefits

Comprehensive Health Benefits

Retirement Benefits

Job summary

Clyde & Co Kansas City Office is seeking an energetic Client Intake & Rates Coordinator to support a fast-paced finance team. You will manage billing setups, determine delivery methods, and ensure accurate pro-forma and invoice generation in line with client guidelines.

The role emphasizes teamwork across clients and timekeepers, maintaining rate cards, reviewing Outside Counsel Guidelines, and ensuring confidentiality.

Qualifications

• Bachelor’s degree or equivalent experience required; degree preferably in Accounting or Business.
• 1-3 years of experience in a law firm finance department or comparable industry is required.
• Experience with Elite 3E financial software is required.
• Understanding of billing rate hierarchy and client/matter maintenance.
• Demonstrated understanding of complex billing.
• Advanced proficiency with Microsoft Excel and Microsoft Office products.

Responsibilities

• Monitor daily status of New Matters by setting up billing and reviewing client billing guidelines and delivery method.
• Create and modify bill groups; assist with matter plans; set up and modify split billing.
• Review Outside Counsel Guidelines for client requirements and electronic billing standards.
• Administrative maintenance of client, matter and timekeeper files; generate reports; complete daily reporting tasks.
• Maintain shared inbox; respond to rate information and billing setup requests promptly.
• Implement and maintain charge-out rates as agreed by legal and pricing teams.
• Observe confidentiality in all firm and client matters.
• Other duties as they arise.

Skills

Billing knowledge

Client communication

Timekeeping

Microsoft Excel

Education

Bachelor's degree or equivalent experience

Tools

Elite 3E

Job description

Clyde & Co Kansas City Office is seeking an energetic Client Intake & Rates Coordinator to support a fast-paced finance team. You will manage billing setups, determine delivery methods, and ensure accurate pro-forma and invoice generation in line with client guidelines.

The role emphasizes teamwork across clients and timekeepers, maintaining rate cards, reviewing Outside Counsel Guidelines, and ensuring confidentiality.