Consultant - Legal Invoice Review Quality Assurance Analyst

LOCATION:  Philadelphia PA (hybrid – 8 days a month in the office

OVERVIEW

The Legal Invoice Review Quality Assurance Analyst (“QA Analyst”) for Wolters Kluwer, Fulfillment Center of Excellence will be responsible for performing the quality assurance testing for the Legal Bill Analysis Center of Excellence (LBACOE).  The Legal Bill Analysis (“LBA”) process involves the prompt, accurate and efficient auditing of electronically submitted legal fee and expense invoices submitted by law firms and vendors of our clients.

RESPONSIBILITIES

• Drive the results of the LBACOE quality assurance process, as follows:
  • Conduct review of LBACOE Legal Invoice Analysts’ line item adjustments and non-adjusted invoice lines, applying specialized legal subject matter expert knowledge to context of legal invoice line items for quality assurance. Using sound individual discretion and with minimal supervision, conduct gap filling analysis to decode the legal “story” of an invoice by utilizing required law school education, law firm experience and/or related specialized legal expertise,
  • Verify the compliance to legal billing guidelines by law firms and vendor submitting invoices.
  • Verify the accuracy of the UTBMS task codes (Fee, Activity and Expense codes) applied to invoice line items.
  • Independently make further adjustments to invoice line items as necessary based on his or her assessment of the legal context of the invoice while utilizing specialized his or her legal subject matter expert knowledge to extract core critical legal terminology and concepts.  Document reasons for any additional adjustments made to invoice line items, identifying the billing guideline violated and the rationale for the amount adjusted.
  • Use legal knowledge and careful discretion to make corrections to adjusted and non-adjusted invoice lines as needed.
  • Forward the audited and peer-reviewed legal invoice through the review chain as required.

• Promptly and professionally resolve law firm appeals, as follows:
  • Receive and organize law firm requests for reconsideration from Operations Support Specialists or management and/or work the intake queue for requests for reconsideration.
  • Address law firm requests for reconsideration of adjusted amounts while utilizing careful judgment, legal knowledge and utmost professionalism while upholding integrity of the legal billing process.
  • Work with law firms in a professional manner via legal expert-to-expert written communications to carefully resolve disputed adjusted invoice line items using sound independent discretion and vast legal knowledge base.
  • Efficiently and accurately review appealed legal invoice entries.
  • Excellent ability to review, analyze and evaluate legal fee and cost/expense in appealed invoice entries and to exercise discretion and sound independent judgment when making audit and adjustment decisions in a law firm appeals context.
  • Gather key information regarding the adjustment history and the LBACOE communication history on a disputed line item.

• Additional Responsibilities and Skills:
  • Support internal management in documenting performance metrics for internal use and use with clients and law firms.
  • Communicate and calibrate with audit team and appeals team members as part of critical legal expert QA Analyst “task force” that resolves ambiguities or “close judgment calls” in interpretation of client guidelines when applied to complex legal invoicing scenarios. 
  • Strong understanding of legal terminology and claims legal situations, multijurisdictional exposure preferred.
  • Using sound discretion and legal expertise, analyze and condense legal service agreements to produce effective operational outputs meeting and, in some cases, exceeding customer expectations.
  • Self-motivated with an ability to work independently and with very limited supervision after training.
  • Excellent computer skills with the ability to learn the electronic legal bill submission and auditing software
  • Sound command of the English language-- grammar, syntax and style -- including an understanding of the conventions of punctuation and capitalization
  • Excellent spelling and proofreading skills
  • Effective communication skills - ability to obtain information from others and deliver information to others orally and in written form
  • Organizational skills, including the ability to organize work in an orderly fashion conducive to the prompt, efficient review of an appropriate number of legal invoices in a given day or time period
  • Familiarity with common business math and possess appropriate business telephone skills
  • Ability to carry out detailed written or verbal instructions; ability to respond to requests effectively and efficiently.

QUALIFICATIONS

Education: 

• Bachelor's degree from an accredited school or equivalent experience.

• Juris Doctor (JD) from an accredited law school or similar program preferred.

Experience:

• 3+ years' experience of related work.

#LI-Hybrid

Applicants may be required to appear onsite at a Wolters Kluwer office as part of the recruitment process.