Solution Architect, Legal Billing

Remote; San Francisco (CA); Remote; USD 130,000 - 145,000; Full time

Job summary

Litify is powering a new era for the legal industry and seeks a Solution Architect, Legal Billing to lead time, billing, and financial work for client implementations. You’ll design and deliver time entry, expense tracking, billing, and collections workflows on the Litify platform, working with firm billing teams, finance staff, and partners.

You will learn how they capture time and costs and translate that into a sound Litify design through go-live, with workshops, UAT, and training.

Qualifications

• Bachelor’s degree in Accounting, Finance, or a related field; CPA license or CPA-eligible status preferred.
• Legal billing experience: 3+ years in law firm billing or finance, or at a legal time and billing software company.
• Software implementation and technical experience: 3+ years implementing or consulting on time, billing, or financial software, including data migration and integrations.
• Client delivery: runs workshops with firm billing teams, finance staff, and partners, presents to executives, and manages multiple projects.

Responsibilities

• Lead discovery with firm billing and finance teams to map how they capture time and expenses, review pre-bills, issue invoices, and collect payment.
• Design billing setups on Litify and Salesforce: timekeeper and client-matter rates, rate hierarchies and overrides, fee arrangements, and invoice templates.
• Configure time and expense capture, including activity and task codes, hard and soft costs, cost recovery, and markups.
• Build pre-bill review and approval workflows, including write-ups, write-downs, and billing adjustments.
• Set up e-billing for clients that require it, including LEDES file formats, UTBMS codes, and outside counsel billing guidelines.
• Design AR and collections processes, including payments, retainers, applying trust funds to invoices, and client statements.
• Deliver billing and financial reporting: WIP, realization, timekeeper utilization, aged AR, and collections.
• Plan and support migration of open WIP, unbilled costs, and AR balances from legacy systems, with reconciliation to the source.
• Configure and test the solution with Litify developers and other Solution Architects.
• Run workshops, UAT, training, and go-live support with client billing, finance, and operations staff.
• Keep project status, risks, and documentation current.
• Feed field learnings back to Product and Professional Services to improve the billing offering.

Skills

Billing experience

Finance experience

Communication

Client delivery

SQL

Education

Bachelor’s degree in Accounting/Finance or related field

CPA license or CPA-eligible

Tools

Salesforce

Litify

ETL tools

SQL

Job description

About Us

At Litify, we're powering a new era for the legal industry. Since its founding in 2016, Litify has helped law firms and corporate legal departments turn operations into impact through its leading AI-native Platform of Action.

Over 55K legal professionals and 450+ enterprise clients across plaintiff, insurance defense, immigration, and the Fortune 500 trust Litify to combine cloud-based technology, configurable AI-native workflows, agentic AI, and powerful business analytics into one open ecosystem that moves legal teams from systems of record to systems of action.

Backed by Bessemer Venture Partners and recognized as an Inc. 5000 and Deloitte Technology Fast 500 fastest-growing private company, Litify is at the center of legal innovation. Headquartered in New York, we're building the last legal platform our customers will ever need.

About the Role

The Solution Architect, Legal Billing is a member of Litify Professional Services who leads the time, billing, and financial side of client implementations. You bring a formal accounting background and software implementation skills to design and deliver time entry, expense tracking, billing, and collections workflows for law firms on the Litify platform. You work directly with firm billing teams, finance staff, and partners. You learn how they capture time and costs and turn them into paid invoices today, then translate that into a sound Litify design and own it through go-live.

You will:

• Lead discovery with firm billing and finance teams to map how they capture time and expenses, review pre-bills, issue invoices, and collect payment.

• Design billing setups on Litify and Salesforce: timekeeper and client-matter rates, rate hierarchies and overrides, fee arrangements (hourly, flat fee, contingency, and hybrid), and invoice templates.

• Configure time and expense capture, including activity and task codes, hard and soft costs, cost recovery, and markups.

• Build pre-bill review and approval workflows, including write-ups, write-downs, and billing adjustments.

• Set up e-billing for clients that require it, including LEDES file formats, UTBMS codes, and outside counsel billing guidelines.

• Design AR and collections processes, including payments, retainers, applying trust funds to invoices, and client statements.

• Deliver billing and financial reporting: WIP, realization, timekeeper utilization, aged AR, and collections.

• Plan and support migration of open WIP, unbilled costs, and AR balances from legacy billing systems, with reconciliation to the source.

• Configure and test the solution, working with Litify developers and other Solution Architects where custom build is needed.

• Run workshops, UAT, training, and go-live support with client billing, finance, and operations staff.

• Keep project status, risks, and documentation current.

• Feed field learnings back to Product and Professional Services to improve the billing offering.

You have (required):

Listed in priority order.

1. Bachelor’s degree in Accounting, Finance, or a related field; CPA license or CPA-eligible status preferred

2. Legal billing experience: 3+ years of hands-on work in law firm billing or finance, or at a legal time and billing software company, with working knowledge of all of the following: time and expense entry, rate management, fee arrangements, pre-bill review and adjustments, invoicing, LEDES and UTBMS e-billing, client billing guidelines, AR and collections, WIP and realization reporting, and trust accounting basics.

3. Software implementation and technical experience: 3+ years implementing or consulting on time, billing, or financial software. Covers discovery, requirements, configuration, data migration of WIP, unbilled time and costs, and AR, UAT, and go-live. Comfortable with SQL or ETL tools for loading and validating financial data, and with how systems integrate.

4. Client delivery: runs workshops with firm billing teams, finance staff, and partners, presents clearly to executives, and manages several projects at once.

You have (nice-to-have):

1. Salesforce experience: implementation or admin work on Salesforce; Salesforce Administrator certification.

2. Accounting Seed or Certinia (formerly FinancialForce): a major plus. Hands-on implementation of a Salesforce-native accounting or billing product.

3. Experience implementing or supporting legal time and billing systems such as Elite 3E, Aderant, Centerbase, or Juris.

4. Experience with e-billing platforms such as Legal Tracker, TyMetrix 360, or BillBlast.

5. Experience with Litify or another legal practice management platform.

Disclosure:

This job is fully remote, with the exception of employees living in New York City and New Jersey. Our NYC/NJ employees adhere to our hybrid schedule, which involves working in our Manhattan office 6 days a month.

The estimated base salary for this role is $130-145k. You may also be offered a bonus and benefits.

Our salary ranges are based on paying competitively for our size and industry, and are one part of many compensation, benefits and other reward opportunities we provide.

Individual pay rate decisions are based on a number of factors, including qualifications for the role, experience level, skill set, and balancing internal equity relative to peers at the company.