Consultant - LBA

Overview

Perform Legal Bill Analysis (LBA) in the Legal Bill Analysis Center of Excellence, auditing electronically submitted legal fee and expense invoices from law firms and vendors of Wolters Kluwer's clients.

What you'll do

• Efficiently and accurately review legal invoice entries.
• Receive legal bill assignments from the Operations Support Specialist and/or work the intake queue for self-assignments.
• Verify compliance with legal billing guidelines by law firms and vendors submitting invoices.
• Verify the accuracy of the UTBMS task codes (Fee, Activity and Expense codes) applied to invoice line items.
• Make adjustments to invoice line items that violate billing guidelines, and document the billing guideline violated and the rationale for the amount adjusted.
• Forward the audited legal bill through the review chain as required.
• Communicate and calibrate with Legal Invoice Analyst and Quality Assurance Analyst team members, and provide feedback to management on additional calibration opportunities.
• When directed by management, support QA Analysts in addressing requests for reconsideration of adjusted amounts submitted by law firms.
• When directed by management, support QA Analysts in conducting quality assurance review of invoices audited by Legal Invoice Analyst I & II peers, using SME knowledge in specialized legal practice areas.
• Conduct periodic audit and data analysis to support management in collecting performance metrics for internal use and use with clients and law firms.
• Analyze and condense clients' legal service agreements to produce effective operational tools, meeting and in some cases exceeding customer expectations.
• When directed by management, assist with creating and updating team and department-wide standard operating procedures.
• Participate in training and mentoring new Legal Invoice Analysts via informal and formal mentorship and training initiatives, for new client roll-outs and for back-filling vacancies on existing client teams.
• Liaise with and provide periodic feedback to the CIOX Artificial Intelligence Decision Science team on functionality and accuracy of the machine learning end-user experience.

What you'll need

• Minimum: Paralegal Certification or equivalent work experience.
• Minimum experience: 3 - 5 years of experience in a legal services or legal bill auditing environment.
• Extensive experience with legal billing processes.
• Firm understanding of the federal and/or state rules of civil procedure.
• Prior legal bill review experience.
• Experience with one or more practice areas in a legal billing or legal services setting, such as insurance, civil litigation, intellectual property, corporate, and banking.
• Demonstrated superior ability to review, analyze and evaluate legal fee and cost/expense invoice entries, and to exercise discretion and sound judgment when making audit and adjustment decisions.
• Advanced understanding of legal terminology and claims legal situations.
• Self-motivated, able to work independently with very limited supervision after training.
• Excellent computer skills, with the ability to learn electronic legal bill submission and auditing software.
• Sound command of English grammar, syntax, style, punctuation and capitalization; excellent spelling and proofreading skills.
• Effective oral and written communication skills.
• Organizational skills, including the ability to organize work to review an appropriate number of legal invoices per day or period.
• Familiarity with common business math and appropriate business telephone skills.
• Ability to carry out detailed written or verbal instructions and respond to requests effectively and efficiently.
• Required competencies: communications (strong arbitration and organizational skills), teamwork, problem solving, leadership, planning and organizing, technology, learning, initiative and enterprise, and critical thinking.
• Tools: Microsoft Office Suite (Word, Excel, PowerPoint, Outlook).

Nice to have

• Bachelor's Degree in a legal-related discipline and/or equivalent work experience, in-house or with a third-party legal invoice auditing company.
• Advanced degree.

Details

• Location: Pune, India (Smartworks).
• Candidates may be required to appear onsite at a Wolters Kluwer office as part of recruitment.
• Interviews must be completed without AI tools or external prompts, and virtual backgrounds must be removed.