Legal Billing Analyst - US Billing

Basic Function

The Data Service Business Intelligence Analyst (“Business Intelligence 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. 

The Business Intelligence Analyst provides guidance and expert feedback to business unit and other internal partners, especially the CIOx Data Science Team, on a variety of bill review scenarios.  Specifically, they will be considered a subject matter expert in various practice areas and legal billing best practices. The ultimate goal of Business Intelligence Analyst is to fully leverage their robust legal knowledge base to assist in building accurate, high-quality artificial intelligence models that aid the legal bill review. 

The Business Intelligence Analyst extracts core legal concepts at the heart of the invoice, analyzing the full legal context of the invoice in line with our clients’ billing guidelines and communicating this analysis with recommendations to internal partners. This role also reviews LBA Data Service AI outputs, participates in team discussions for AI logic calibration and solutioning. This role may also support sales and guideline benchmarking as necessary.

  Essential Responsibilities

Core Legal Bill Review Responsibilities

• Drive the results of the LBACOE quality assurance process, as follows:
  • Conduct review invoice lines, applying specialized legal subject matter expert knowledge to context of legal invoice line items.
  • 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 adjust 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.
  • Forward the audited and peer-reviewed legal invoice through the review chain as required.
• Promptly and professionally resolve law firm appeals, as follows:
  • 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

Data Service Responsibilities

• Perform the invoice review analysis, specifically, but not limited to the Data Service initiative within the Legal Bill Analysis Center of Excellence (LBACOE).
• Provide expert assessment of the legal context and terminology in invoices and data files and assigned Data Service AI output. 
• Heavy team collaboration and solutioning in team review and analysis through strong understanding of LBA Data Service AI. 
• Review and analyze more complex LBA Data Service data outputs to determine AI accuracy, precision, recall and general performance
• Strong understanding of Artificial Intelligence and its working in legal bill review scenario.
• Create AI cognitive logic and develop pattern-based rules with minimum guidance
• Develop domain expertise for artificial intelligence
• Understand AI logic, interpret, analyze, and communicate the findings with Data Service AI team.

• Additional Responsibilities and Skills:
  • Support internal management in documenting performance metrics for internal use and use with clients and law firms.
  • Strong understanding of legal terminology and claims legal situations, multijurisdictional exposure preferred.
  • Quick learner, especially with bill review and data service principles.
  • Needs to be detail oriented & excellent with research abilities
  • Critical thinking skills and ability to creatively solution problems
  • 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 & Proactive 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

Job qualifications

Education, Experience, Knowledge and Tools

Minimum Experience:  Relevant Bachelors or higher or 2-5 years equivalent industry (bill review/legal):

• Experience with legal billing processes is an advantage, but not necessary
• Familiarity of the federal and/or state rules of civil procedure.
• Strong understanding of legal terminologies.
• Experience with law firm is also preferred.   

Required Competencies:

• Communications:   Strong arbitration and organizational skills are critical to being successful in this role.  Strong communications skills and the ability to organize and motivate team members in a matrix environment are essential.
• Teamwork:  Must work collaboratively with people within LBACOE and throughout the entire WK organization, while providing constructive feedback to LBACOE from the BUs.
• Problem Solving:  Capable of independent thinking and rendering sound decisions.  Astute at identifying and engaging the necessary resources to help in decision making.  Takes quick actions to identify and resolve the cause of any problem.  Proactive in nature.
• Leadership:  Exhibits individual control over day-to-day responsibilities as well as the ability to work collaboratively with other BUs to produce results. 
• Planning and Organizing:  Must be able to implement plans with the purpose of achieving short- and long-term goals.  Must be able to prioritize in order to accomplish these goals in a given time period.
• Technology:  Has the ability to partner with experts in the technology field to identify technology gaps and requirements necessary to develop position and impactful solutions.
• Learning:  Ability to acquire new or modify existing knowledge to support a changing marketplace and workforce.  Can demonstrate a capability to learn by study, experience, or instruction.
• Initiative and Enterprise:  Is self-directed and has the ability to translate ideas into action and get things done.

Tools:

• Knowledge Microsoft Office Suite ( Word, Excel, PowerPoint, Outlook) is preferred.