Client Intake & Rates Coordinator

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

Overview

Clyde & Co is a global law firm with a pioneering heritage and a resolute focus on its core sectors of aviation, energy, infrastructure, insurance, marine, and trade. With over 1,500 lawyers operating from 50 offices and associated offices across six continents, the firm advises insurers, corporations, financial institutions, private individuals, and governments.

Overview

Clyde & Co is a global law firm with a pioneering heritage and a resolute focus on its core sectors of aviation, energy, infrastructure, insurance, marine, and trade. With over 1,500 lawyers operating from 50 offices and associated offices across six continents, the firm advises insurers, corporations, financial institutions, private individuals, and governments. The Firm's Kansas City Office seeks an energetic, enthusiastic and experienced Client Intake & Rates Coordinator who seeks to be efficient and effective in a fast-paced environment.

Main Responsibilities

Specific responsibilities include, but are not limited to:

• Monitor the daily status of New Matters by completing the necessary billing setups, including the review of client billing guidelines, invoice delivery method (i.e. ebilled, paper, email), and ensure all necessary billing fields have been populated for successful pro-forma/invoice generation.
• Create and modify bill groups to include addresses and contacts; assist with creating matter plans; set-up and modify split billing set-ups.
• Assist with reviewing all Outside Counsel Guidelines for compliance in order to implement client requirements, including cost expense constraints and electronic billing standards.
• Administrative client, matter and timekeeper file maintenance, including, closing files, mass edits revaluing of time, generate ad hoc reports, and complete all daily reporting tasks upon request.
• Maintain shared inbox by providing and organizing prompt responses to requests for rate information and billing setup changes.
• Implement and maintain charge-out rates as agreed by legal and pricing teams.
• Observe confidentiality in all Firm and client matters.
• Other responsibilities and duties as they arise.

Experience & Skills

• A 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.
• An understanding of billing rate hierarchy and client/matter maintenance.
• Demonstrated understanding of complex billing.
• Advanced proficiency with Microsoft Excel and Microsoft Office products.
• Excellent written and verbal communication and interpersonal skills, and an ability to establish and maintain relationships with partners, attorneys, finance staff, clients, brokers and other third party vendors.
• Must be flexible to work overtime when necessary.

Why Join Us?

At Clyde & Co, we believe in supporting your professional growth while ensuring you have the flexibility and benefits you need to thrive. Here’s what you can look forward to:

Benefits

• Hybrid Work Flexibility – Enjoy a perfect balance between remote and in-office work.
• Paid Time Off – Generous paid time off and firm holidays.
• Referral Rewards – Earn bonuses for introducing talented colleagues to our team.
• Mentorship & Career Growth – Access strong mentorship, global training programs, and career development support.
• Engaging Culture – Participate in exciting social events, volunteer and community service initiatives, and professional development opportunities.
• Inclusive Parental Leave – Six months fully paid, for all parents regardless of gender or path to parenthood.
• Wellbeing Benefits – $300 per calendar year for a variety of wellness activities as well as Wellbeing Day dedicated to you, free from work, to focus on your mental, physical, and emotional health.
• Comprehensive Health Benefits – Medical, dental, and vision, life, and disability, for you and your family.
• Retirement Benefits – starts on day one and 100% vested

This is the job description as constituted at present; however, the Firm reserves the right to reasonably amend it in accordance with the changing needs of the business.

The Firm

When you work at Clyde & Co, you join a team of 500 partners, 2,400 lawyers, 3,200 legal professionals and 5,500 people in nearly 70 offices and associated offices worldwide. Our values are the principles that guide the decisions we make, unite us in our endeavours and strengthen our delivery, for both our clients and our firm. We work as one, excel with clients, celebrate difference and act boldly. We are committed to operating in a responsible way by progressing towards a diverse and inclusive workforce that reflects the communities and clients it serves. We are devoted to providing an environment in which everyone can realise their potential, using its legal and professional skills to support its communities. We do this through pro bono work, volunteering and charitable partnerships, and minimising the impact it has on the environment, including through our commitment to the SBTi Net-Zero standard and the setting of ambitious emissions reduction targets.

Our Commitment

Clyde & Co is proud to be an equal opportunities employer. Our values encourage us to support fairness, celebrate diversity and prohibit all forms of discrimination in the workplace to allow everyone to excel at work. Therefore, we welcome and encourage all applications from suitably qualified individuals, regardless of background or identity. Learn more about our interview process.

A Note on Privacy

Please take a moment to read our privacy notice. This describes what personal information Clyde & Co (we) may hold about you, what it’s used for, how it’s obtained, your rights and how to contact us as a data subject. If you are submitting a candidate as a Recruitment Agency Partner, it is an essential requirement and your responsibility to ensure that candidates applying to Clyde & Co are aware of this privacy notice.

This is the job description as constituted at present; however, Clyde & Co reserves the right to reasonably amend it in accordance with the changing needs of the business.