Matter Management Analyst

The Matter Management Analyst will assist the Firm in managing the matter records in line with the intake rules and procedures, ensuring completeness and quality of the data essential to raising a bill.

To be primarily involved in ensuring that matters (new and ongoing assignments) are set up with the appropriate information in the relevant systems (Intapp and SAP). The candidate will become familiar with the law firm environment, our clients, and client matter intake rules and processes, particularly billing requirements and client specifications.

Responsibilities:

Review and analyze engagement letters/assignment letters and be able to:determine the relevant legal practice area and specific scope of workunderstand and provide a concise description of the particular client matteridentify the applicable type of client arrangementensure timely, accurate, and complete capture of the above and other needed client data in IntappUnderstand the impact of the data captured in Intapp on the billing process and ensure that data captured in Intapp will correctly flow into the billing processReview requests for client/matter update and determine when updates are necessaryPerform valid requests for client/matter update in Intapp accurately and promptlyWork in collaboration with the billing team in ensuring that invoices sent to clients are accurateProvision of all aspects of support to the Firm, its Partners, and offices about all tasks encompassing matter managementProvide support and assistance regarding technical know-how, training, and important team projects, and initiatives, when requiredEngage and collaborate with team members through Lean Six Sigma initiatives, presentation of ideas, and recommendations regarding best practice, continuous improvement, departmental processes, policies, and procedures

Experience Required:

Bachelor’s degree in business administration, finance, or related coursesExperience in billing or financial analysis, preferable, however not requiredExperience in handling client matter intake for a professional services firm, a significant advantageSound understanding of law firm structure and environmentProficiency with Microsoft Office suite of products (Outlook, Excel, Word, PowerPoint)Passion for learning new tools and systems (e.g. Intapp, SAP) and data management is necessaryBusiness proficiency in written and oral EnglishSolid communication skills (verbal and written)Keen attention to detail and effective organizational skillsEffective time management ability and prioritization are essential to meet deadlinesAbility to make effective, accurate decisions and judgment callsAbility to produce quality results under significant time constraints.Exceptional ability to work and produce results within a group as well as individuallyPositivity and the adoption of a solution-based approach in all aspects of workFlexibility to work a reasonable shifting schedule is required