Risk Management Client Matter Lifecycle Clerk

This position is listed on behalf of a partner company, who manages all applications and next steps. Our partner is looking for a Risk Management Client Matter Lifecycle Clerk based in United States.

This role supports the accurate and efficient setup and management of client matters throughout the billing lifecycle. You will serve as a key point of contact for attorneys, legal assistants, billing teams, and other stakeholders. The position combines financial administration, legal billing, data accuracy, and client service in a detail-oriented environment. You will help ensure billing information, rates, budgets, fee arrangements, and client instructions are correctly captured and maintained. The role also contributes to consistent processes, improved workflows, and stronger alignment with client billing requirements. Success requires strong organization, analytical thinking, discretion, and the ability to manage multiple priorities. This is a full-time opportunity with flexibility to work remotely, in a hybrid arrangement, or onsite.

Accountabilities: Serve as a primary point of contact for billing setup, working closely with Partners and legal assistants to gather and validate required information.

Enter and maintain client and matter billing information in accounting systems, including matter budgets, timekeeper rates, billing instructions, and special arrangements.

Review billing setups for accuracy and completeness to support timely invoicing and compliance with client-specific requirements.

Ensure initial matter billing configurations align with applicable client billing and outside counsel guidelines.

Review and verify billing documentation, fee arrangements, rates, and other financial information for individual matters.

Coordinate with attorneys, billing professionals, client service specialists, and other stakeholders to ensure accurate and efficient information flow throughout the new business intake process.

Help standardize billing processes, identify opportunities for workflow improvements, and support innovation as business needs evolve.

Promote adherence to internal policies and procedures while supporting consistent billing practices and educating stakeholders on relevant processes.

Assist with special projects, ad hoc reporting, data analysis, and other operational activities as assigned.

Requirements

Bachelor’s degree in Accounting or a related field, an associate degree or equivalent education, or a comparable combination of education and experience.

At least 2 years of experience with general accounting practices.

At least 1 year of experience with legal and/or electronic billing processes and practices.

Experience in a large law firm environment is highly desirable.

Prior experience with Aderant or Elite billing systems is required; familiarity with Intapp OPEN Intake or Fulcrum GT’s UPFRONT is preferred.

Strong Microsoft Excel skills, including the ability to analyze and interpret financial data.

Familiarity and comfort working with legal documents, contracts, billing guidelines, and client-specific requirements.

Strong analytical and problem-solving abilities, with intellectual curiosity and a proactive approach to finding answers and resolving issues.

Excellent organizational, communication, and interpersonal skills, with a professional approach to working with attorneys, candidates, management, and staff.

Ability to manage multiple priorities independently while collaborating effectively within a deadline-driven, fast-paced, and detail-oriented environment.

Benefits

Annual salary range of $35,000–$50,000 , with actual compensation determined by relevant skills, training, experience, and work location.

Full-time employment with flexible remote, hybrid, or onsite work options.

Opportunity to work in a professional legal environment supporting complex client matter and billing operations.

Exposure to legal billing systems, financial processes, client requirements, and cross-functional operational initiatives.

Opportunities to contribute to process standardization, workflow improvements, and special projects.

The stated salary range is open to candidates across experience levels, with actual offers potentially falling above or below the published range based on relevant factors.

How Jobgether works: We use an AI-powered matching process to ensure your application is reviewed quickly, objectively, and fairly against the role's core requirements. Our system identifies the top-fitting candidates, and this shortlist is then shared directly with the hiring company. The final decision and next steps (interviews, assessments) are managed by their internal team. We appreciate your interest and wish you the best!  Why Apply Through Jobgether?    Data Privacy Notice: By submitting your application, you acknowledge that Jobgether will process your personal data to evaluate your candidacy and share relevant information with the hiring employer. This processing is based on legitimate interest and pre-contractual measures under applicable data protection laws (including GDPR). You may exercise your rights (access, rectification, erasure, objection) at any time.     #LI-CL1