Admin – Data Entry

Responsibilities Review and enrich all new client account records created in the firm’s Salesforce CRM system Comb through data on account records to ensure key fields are populated (e.g. company group, relationship, website, client operations, industry/sub-industry, entity type, address, etc) Research and update Salesforce contact records to display current company, title and contact information MergeContinue reading “Admin – Data Entry”

Financial Data Specialist

Overview & Duties The Financial Data Specialist reviews and analyzes financial data throughout the daily operations of the firm’s business.  This role will work heavily with presentation and metrics of law firm analytics and client level data, reporting results, detailing budgeting and forecasting, as well as assisting in the development of pricing reporting and matterContinue reading “Financial Data Specialist”

Insurance Attorney – Bill Reviewer

Overview & Duties Responsible for preparing or approving a fully compliant legal invoice based upon the Clients payers billing guidelines. The Preparation Specialist is responsible for preparing a fully compliant legal invoice based upon the Client’s payer’s billing guidelines. Summary of essential job functions: To prepare legal invoices to ensure compliance with law firms’ clients’Continue reading “Insurance Attorney – Bill Reviewer”