A goal-directed, results-oriented professional with a unique combination of business skills and background in Legal Billing, Records and Accounts Receivables.
Offer solid foundation in software applications, database management and data entry; proven ability to master new technology.
Strong verbal communication
Client assessment and analysis
Web-based E-Billing Applications
ADERANT Expert MS Word
MS Word, MS Excel and MS Outlook
Law Firm Terminology
June 2014-CurrentE-billing Specialist | Wilson Sonsini Goodrich & Rosati | Palo Alto, CA
Responsible for handling all aspects of eBilling process, from engagement to collections.
Work directly with clients to understand their needs and ensure a successful migration to eBilling.
Work collaboratively with firm's Collections Department to assist in timely collections of all electronically submitted invoices.
Responsibilities include, but not limited to: Implementation of new e-billing system applications and set-up, including migration of new e-billing clients to electronic billing processes Submission of all electronically billed invoices through firm e-billing platform or client preferred e-billing vendor(s), including any unique uploading requirements (i.e., cost backup, manual LEDES files, special LEDES reporting, etc.) Collaborate with new vendors to implement e-billing system platforms Communication of outside counsel guidelines to Attorneys, Billing, and Collections Departments, to ensure compliance with client requirements Manage timekeeper and rate processes for clients and e-billing vendors, including application of any special rate sets, rate changes, individual timekeeper rate adjustments, etc.
Maintain matters within client e-billing system(s), including opening & closing of matters, adding any required information, submitting non-invoice documentation, etc.
Address and correct any e-billing issues including rate reductions, invoice rejections, budget delays, etc.
Work with Collections Department to assist in timely collections of all electronically submitted invoices Assist with client requests regarding rates, timekeeper info, budgets, special reporting, etc.
Research and respond to internal inquiries regarding e-billing issues, including information regarding client/matter(s), timekeepers, billing rates, etc.
Maintain current documentation of existing practices and document processes for implementing new systems and migrating clients Maintain profiles for each electronic billing vendor and client, including policies, documentation and contact information Troubleshoot systems applications and identify problem areas as needed.
January 2012-May 2014Billing Representative |
Work directly with assigned attorneys, preparing and distributing monthly invoices to clients.
Responsibilities include, but not limited to: Generate, distribute and collect client prebills in coordination with attorneys and support staff Monthly review of client accounts to ensure accurate billing information is updated Monthly review of unbilled fees/costs report to ensure client accounts are billed promptly and/or closed/written off in a timely manner Monthly review of unapplied and retainer cash accounts and application of funds from said accounts to client accounts.
February 2011-January 2012Records File Clerk | Berliner Cohen | San Jose, CA
Perform conflict checks by researching computerized database and prepare conflict summary daily for attorneys, paralegals, and accounting department personnel Responsibilities include, but not limited to: Maintain integrity of firm databases: conflict database, client address database and Legal Trax database Coordinate off-site record storage including retrieval of files, close of inactive files & prepare said files for offsite storage and monitor files retrieved from offsite storage General record-keeping in accordance to departmental policies and procedures - open all new client files, collect, relocate and distribute files throughout firm, prepare files to be transferred to client as requested Support Central Files Supervisor and all File Clerks as needed.
October 2007-June 2010Billing Specialist | Hughes Financial Enterprises | San Jose, CA
Support attorneys with primary responsibility of preparing invoices for billing to assigned portfolio of clients and/or third party entities Responsibilities include, but not limited to: Coordinate monthly generation and distribution of client prebills to assigned attorneys for review of fees and costs billed to ensure accurate and timely processing of client invoices Process client invoices according to strict and complex billing guidelines and policies as set forth by clients and/or insurance carriers, including submittal of client/carrier invoices to various electronic billing websites/software Monthly review of client and/or insurance carrier billing guidelines and policies to maintain updated and accurate information Support Accounts Receivable and Collections Departments with any requests and inquiries regarding payments, policies and other client/carrier information as needed Ensure a timely and accurate monthly billing close.
accounting, Accounts Receivable, as set, backup, Billing, billing system, budgets, budget, closing, client, clients, databases, database, documentation, forth, funds, insurance, preparing invoices, Law, Legal, MS Excel, MS Outlook, MS Word, migration, personnel, policies, processes, record-keeping, reporting, researching, Research, Supervisor, Troubleshoot, unique, websites, written
1995High School Diploma: Pioneer High SchoolSan Jose, CA