Senior Matter Intake Specialist

Are you a detail-oriented financial professional with experience in the legal industry seeking your next career opportunity? Kaufman Dolowich LLP, a nationally recognized firm honored as one of the “Best Companies to Work For – Law Firms” for the second consecutive year, is growing — and you could be the perfect addition to our team.

Key Responsibilities:

• Assign and manage matter numbers in financial and document management systems.
• Ensure new matters include accurate and complete information.
• Set up multi-payor arrangements, including splits and deductibles.
• Support onboarding of new partners/firms by creating and communicating matter details.
• Generate and distribute matter listing reports for attorneys and staff.
• Ensure private client matters align with firm rate guidelines.
• Assist in maintaining carrier panel rate sheets and identifying rate increase opportunities.
• Review newly opened matters monthly and quarterly to confirm rate accuracy.

• 5+ years of legal billing experience, including 3+ years of electronic billing.
• Experience with Elite, Aderant, Coyote, or similar legal accounting software; Bill Blast or EBillingHub a plus.
• Strong Excel, Word, and Outlook skills; ability to manage and present complex data.
• Excellent communication skills and attention to detail.
• Team player with strong customer service and problem-solving skills.

Successful candidates will have access to exceptional career development opportunities and a competitive total rewards package, including the potential to earn performance-based bonuses.

Target Hiring Range: $65,000 - $70,000

Please note that the stated salary range is an estimate and does not guarantee a specific offer. Actual compensation will be determined based on market location, as well as the candidate’s experience, skills, and job-related qualifications. Base salary represents just one component of the comprehensive Total Rewards package offered by Kaufman Dolowich.

Why Kaufman Dolowich?

• Uncapped opportunities for career advancement
• Team-first culture with open communication and support.
• Impactful work that drives real client results.
• Competitive compensation packages.
• Wide range of benefit offerings.
• Hybrid work arrangements.

All qualified applicants will receive consideration for employment at Kaufman Dolowich without regard to race; creed; color; religion; national origin; sex; age; disability; sexual orientation; gender identity or expression; genetic predisposition or carrier status; veteran, marital, or citizenship status; or any other status protected by law. Kaufman Dolowich is proud to be an equal opportunity employer.