Client Intake & Rates Coordinator

Clyde & Co

. Monitor the daily status of New Matters by completing necessary billing setups, including reviewing client billing guidelines and invoice delivery methods.

Posted 10/12/2026full-timeUnited StatesJuniorWebsite

Core Competencies

Role fit

Core Competencies

Use this summary to align your resume positioning with the role.

Proficient in billing processes and financial management within a law firm environment, with strong capabilities in client and matter maintenance, compliance with billing guidelines, and advanced Excel skills.

Highest-signal resume keywords

Elite 3E Financial SoftwareBilling Rate HierarchyComplex Billing UnderstandingMicrosoft Excel ProficiencyClient/Matter Maintenance

ATS Keywords

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Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills

Billing SetupInvoice GenerationMatter Plans CreationSplit Billing ArrangementsAd Hoc Reporting

Soft Skills

Excellent Communication SkillsInterpersonal SkillsRelationship Management

Tools & Technologies

Microsoft Office

Industry Keywords

Law Firm FinanceBilling Guidelines ComplianceCharge-Out RatesConfidentiality

About the role

Key responsibilities & impact

Monitor the daily status of New Matters by completing necessary billing setups, including reviewing client billing guidelines and invoice delivery methods.
Ensure all necessary billing fields are populated for successful pro-forma/invoice generation.
Create and modify bill groups, including addresses and contacts.
Assist with creating matter plans and setting up or modifying split billing arrangements.
Review Outside Counsel Guidelines for compliance and implement client requirements, including cost expense constraints and electronic billing standards.
Maintain client, matter and timekeeper files, including closing files, mass edits, revaluing time, generating ad hoc reports, and completing daily reporting tasks.
Maintain the shared inbox by organizing prompt responses to rate information and billing setup change requests.
Implement and maintain charge-out rates agreed by legal and pricing teams.
Perform other responsibilities and duties as they arise.

Requirements

What you’ll need

A bachelor’s degree or equivalent experience required; degree preferably in Accounting or Business.
1-3 years of experience in a law firm finance department or comparable industry is required.
Experience with Elite 3E financial software is required.
An understanding of billing rate hierarchy and client/matter maintenance.
Demonstrated understanding of complex billing.
Advanced proficiency with Microsoft Excel and Microsoft Office products.
Excellent written and verbal communication and interpersonal skills, and an ability to establish and maintain relationships with partners, attorneys, finance staff, clients, brokers and other third party vendors.
Must be flexible to work overtime when necessary.
Observe confidentiality in all Firm and client matters.

Benefits

Comp & perks

Hybrid Work Flexibility – Enjoy a perfect balance between remote and in-office work.
Paid Time Off – Generous paid time off and firm holidays.
Referral Rewards – Earn bonuses for introducing talented colleagues to our team.
Mentorship & Career Growth – Access strong mentorship, global training programs, and career development support.
Engaging Culture – Participate in exciting social events, volunteer and community service initiatives, and professional development opportunities.
Inclusive Parental Leave – Six months fully paid, for all parents regardless of gender or path to parenthood.
Wellbeing Benefits – $300 per calendar year for a variety of wellness activities as well as Wellbeing Day dedicated to you, free from work, to focus on your mental, physical, and emotional health.
Comprehensive Health Benefits – Medical, dental, and vision, life, and disability, for you and your family.
Retirement Benefits – starts on day one and 100% vested