Senior Executive
2 weeks ago
Job Title: Senior Executive - Billing Specialist
Location: Mumbai
Roles & Responsibilities:
• Generate unbilled reports of partners on a monthly basis.
• Discuss unbilled reports with partners.
• Finalize unbilled reports in an Excel file and send them to seniors.
• Prepare billing estimate reports for the month based on discussions with partners.
• Generate draft invoices in the ERP based on discussions with partners and send them to lawyers for review.
• Revise draft invoices based on lawyer feedback and send them back for final review.
• Provide hard copies of draft invoices to partners for approval.
• Finalize draft invoices in the ERP subject to partner approval and generate PDFs with digital signatures.
• Send soft copies of final invoices to clients via email and courier/hand-deliver hard copies with original signatures.
• Update billing numbers and send them to seniors daily.
• Revise invoices upon client request after confirmation from partners.
• Update draft invoice status in Excel daily and review with seniors weekly.
• Follow up with lawyers on draft invoice finalization as instructed by seniors.
• Prepare invoice-generated trackers weekly.
• Prepare efficiency reports regularly.
• Prepare billed vs. logged reports regularly.
• Create new matters and map lawyers to specific matters in the ERP and send confirmations.
• Send support requests to the ERP team for billing-related queries and resolve them promptly.
• Provide inventory for specific matters to lawyers upon request.
• Provide unbilled amounts to clients subject to lawyer and partner approval.
• Regularly update billing details (invoice no., date, and amount) in the OOP expense.
• Prepare rate revision files for Mumbai partners as instructed by seniors and discuss with partners.
• Send rate revision emails to clients subject to partner approval.
• Provide break-downs of OOP expenses and supporting documentation to clients upon request.
• Provide details of clients and matters to the Business Development team upon request.
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