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Intake/OCG Specialist

Los Angeles, CA

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The New Business Intake/OCG Specialist will be responsible for ensuring our firm’s billing is compliant with client billing guidelines, and follows time and billing best practices. They will also assist with preparing bankruptcy fee applications. This position reports to the eBilling Supervisor.

In this capacity, the New Business Intake/OCG Specialist will:

  • Review New Business Intake (NBI) forms and Outside Counsel Guidelines (OCG) against  matter set ups in the firm’s billing system to ensure accuracy;

  • Ensure the firm’s portal contains a copy of our clients current OCG;

  • Ensure Billing Instructions for matters are current in the firm’s billing system, and work with billers and other finance department members on any updates;

  • Review OCG to identify and summarize provisions of potential concern for billing; Distribute OCG/billing summaries to timekeepers new to working on client matters, and provide timesheet best practices guidance;

  • Assist our bankruptcy team to provide financial information for the monthly and interim fee applications, and help to resolve any financial discrepancies in the filing documentation;

  • Handle additional projects as assigned.

Job Requirements

  • University degree or equivalent in accounting or related field preferred;
  • 2 years of law firm experience required;
  • Legal billing experience preferred;
  • Knowledge of general provisions of OCG;
  • Advanced proficiency in Excel;
  • Fundamental proficiency in Word and Outlook;
  • Advanced proficiency in windows and web-based accounting programs (3E preferred);
  • Advanced proficiency in the English language, written and spoken; and
  • Organized, professional, analytical and capable of problem solving.
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