Job Description
Tracking Code
1935-437
Job Description
WilmerHale is a leading, full-service international law firm with 1,000 lawyers located throughout 12 offices in the United States, Europe and Asia. Our lawyers work at the intersection of government, technology and business, and we remain committed to our guiding principles of providing quality, excellent legal and client services; developing diversity among our lawyers and staff and cultivating an environment that promotes an ambitious spirit, collaboration and collegiality by drawing on the extraordinary talents and dynamic experience of our lawyers. Our goal is to reflect the diversity of our clients and the communities in which we practice.
What You Will Be Doing
The Proforma Review Specialist is responsible for proforma narrative review and editing for designated client matters to improve bill speed and quality for the firm's most complex and strategically important clients. The Proforma Review Specialist S will also support operations and continuous improvement of matter specific intelligent billing guidance (blocks & flags) to enforce client specific billing guidance and time entry. Additionally, the Proforma Review Specialist will assist with continuous improvement of proforma review techniques and associated time entry best practices based on available technology and lessons learned.
About This Role
Client/Matter Proforma Review:
Responsible for proforma narrative review and editing for designated client matters to improve bill speed and quality for the firm's most complex and strategically important clients.
Follow appropriate proforma review and feedback approach for assigned matters in consultation with the partner/counsel, billing secretary, and Legal Project Managers ("LPMs"). Where possible, standardize the firm approach for narrative review but allow flexibility for unique situations or practice related differences.
Support matter intake for each Proforma Review Services ("PRS") assignment to include meeting with partners or counsel to set service expectations.
Stay abreast of client outside counsel guidelines associated with PRS matter assignments and work with the LPM team to prepare and update client specific time entry guidance.
Support continuous improvement of proforma review techniques and associated time entry best practices (blocks & flags, billing guidance, review technology, rejection analysis) based on available technology and lessons learned.
Coordinate with LPMs assigned to supported matters to facilitate oversight and review of narrative edits prior to month end.
Analyze and capture baseline metrics to support performance monitoring of each PRS assignment.
Create and maintain a database of rejections/problematic narrative language for each assigned client, circulate to other team members.
As necessary, meet with partner, secretary, LPM if assigned, and client contact to address write-downs or billing issues that result from rejected narratives, missing timekeepers, etc.
Firm Time Entry Standards and Education:
As required, provide support and assistance to PRS team efforts to develop and document firm-wide standards and best practices for timekeeper narratives entries. This may involve developing materials, delivering training, and coordinating with secretarial resources and other teams.
Intelligent Billing Guidance (a/k/a Blocks & Flags):
Assist with maintaining a catalog for firm, client, and matter blocks & flag tiers. Ensure firm-wide time entry narrative standards are supported by effective blocks & flags.
As required, coordinate with LPMs to develop, test, and refine blocks & flags for specific clients and matters. Based on PRS assignments, evaluate the effectiveness of blocks & flag tiers, and provide feedback.
Continuous Improvement:
Assist with continuous improvement of proforma review services and associated solutions - cultivate relationships within Finance, IS, Secretarial, and Matter Management Services to promote organizational change and adoption of PRS services.
Maintain a high level of expertise with Proforma Tracker, 3E Time Modify and Intapp Time.
General:
Display professionalism, high quality service and a positive "can do" attitude to internal and external stakeholders of the Firm via electronic and print correspondence, over the telephone and in-person.
Ensure client satisfaction by effective and timely communications related to PRS assignments.
Assume additional responsibilities as assigned.
Required Skills
Client service focused. Demonstrates flexibility and collaboration when working with various individuals and groups. Excellent interpersonal and communication skills.
Strong proficiency with editing, proofreading or document processing.
Analytical, problem-solving mindset, keen data insight.
Proactive and responsive. Strong multitasking and project management skills and demonstrated abilities to handle multiple projects at a time and tight deadlines required.
Ability to work independently with minimal supervision, and to be a cooperative and effective contributor to larger teams.
Self-starter able to adapt to change. Ability to exercise good judgment in dealing with ambiguous situations.
Required Experience
2 or more years' experience with duties described above required.
Strong proficiency with computer applications including Microsoft Office products, Excel, Word, PowerPoint, etc.
Law firm or other professional services industry preferred.
Education:
Bachelor's degree in English, Communications, Finance, information processing preferred.
For additional information about our benefits, please click .
This job description is intended to describe the general nature and level of the work being performed by employees in the position. It is not intended to be a complete list of all responsibilities, duties, and skills for positions. The firm reserves the right at all times, in its sole discretion, to add or subtract duties and responsibilities, as it deems necessary.
WilmerHale is an Equal Opportunity Employer. All qualified applicants will receive consideration without regard to race, color, religion, gender, sexual orientation, gender identity, national origin or ancestry, age, disability or veteran status, or other protected status.
Job Location
Miamisburg, Ohio, United States
Position Type
Full-Time/Regular
Equal Opportunity Employer/Females/Minorities/Veterans/Disability
