Billing Assistant
requests received. Reviewing new client and matter requests in Intapp Workflow. Return monies on client account...
requests received. Reviewing new client and matter requests in Intapp Workflow. Return monies on client account...
but not essential Familiarity with AML and compliance systems such as Intapp, World Check, Orbis, or similar tools Excellent written...
such as Microsoft 365 (including Copilot), NetDocuments, IntApp, Aderant, or similar tools Excellent communication, stakeholder...
with other departments Must have good knowledge of Microsoft Office applications and other Productivity Tools (Intapp knowledge...
to enhance business acceptance processes and software functionality, particularly Intapp Open. Managing the induction...
Partners’ billing and financial requirements which includes:- Proactive billing and credit control: Check InTapp time... with the firm's client onboarding platform, InTapp Intake Liaise with client regarding information/documentation...
products such as InTapp (ideal), iManage Work, NetDocuments, Krystal DMS, LogicalDoc or similar. Experience working...
, Intapp, iManage). What sets this role apart You will be the first point of escalation, giving you visibility...
and sanctions exposure. Overseeing strategic projects, specifically focusing on the periodic review and enhancement of Intapp Open...
many of the following: Extensive experience with Thomson Reuters Elite 3E, Intapp Time, Narratives, reporting...