Litify - Solution Architect, Legal Billing
Requirements
• Listed in priority order. • Bachelor’s degree in Accounting, Finance, or a related field; CPA license or CPA-eligible status preferred • Bachelor’s degree • Legal billing experience: 3+ years of hands-on work in law firm billing or finance, or at a legal time and billing software company, with working knowledge of all of the following: time and expense entry, rate management, fee arrangements, pre-bill review and adjustments, invoicing, LEDES and UTBMS e-billing, client billing guidelines, AR and collections, WIP and realization reporting, and trust accounting basics. • Software implementation and technical experience: 3+ years implementing or consulting on time, billing, or financial software. Covers discovery, requirements, configuration, data migration of WIP, unbilled time and costs, and AR, UAT, and go-live. Comfortable with SQL or ETL tools for loading and validating financial data, and with how systems integrate. • Software implementation and technical experience: • Client delivery: runs workshops with firm billing teams, finance staff, and partners, presents clearly to executives, and manages several projects at once. • Client delivery: • Salesforce experience: implementation or admin work on Salesforce; Salesforce Administrator certification. • Accounting Seed or Certinia (formerly FinancialForce): a major plus. Hands-on implementation of a Salesforce-native accounting or billing product. • Accounting Seed or Certinia (formerly FinancialForce): a major plus. • Experience implementing or supporting legal time and billing systems such as Elite 3E, Aderant, Centerbase, or Juris. • Experience with e-billing platforms such as Legal Tracker, TyMetrix 360, or BillBlast. • Experience with Litify or another legal practice management platform. • Disclosure: • This job is fully remote, with the exception of employees living in New York City and New Jersey. Our NYC/NJ employees adhere to our hybrid schedule, which involves working in our Manhattan office 6 days a month. • The estimated base salary for this role is $130-145k. You may also be offered a bonus and benefits. • Our salary ranges are based on paying competitively for our size and industry, and are one part of many compensation, benefits and other reward opportunities we provide. • Individual pay rate decisions are based on a number of factors, including qualifications for the role, experience level, skill set, and balancing internal equity relative to peers at the company.
Responsibilities
• Lead discovery with firm billing and finance teams to map how they capture time and expenses, review pre-bills, issue invoices, and collect payment. • Design billing setups on Litify and Salesforce: timekeeper and client-matter rates, rate hierarchies and overrides, fee arrangements (hourly, flat fee, contingency, and hybrid), and invoice templates. • Configure time and expense capture, including activity and task codes, hard and soft costs, cost recovery, and markups. • Build pre-bill review and approval workflows, including write-ups, write-downs, and billing adjustments. • Set up e-billing for clients that require it, including LEDES file formats, UTBMS codes, and outside counsel billing guidelines. • Design AR and collections processes, including payments, retainers, applying trust funds to invoices, and client statements. • Deliver billing and financial reporting: WIP, realization, timekeeper utilization, aged AR, and collections. • Plan and support migration of open WIP, unbilled costs, and AR balances from legacy billing systems, with reconciliation to the source. • Configure and test the solution, working with Litify developers and other Solution Architects where custom build is needed. • Run workshops, UAT, training, and go-live support with client billing, finance, and operations staff. • Keep project status, risks, and documentation current. • Feed field learnings back to Product and Professional Services to improve the billing offering.
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