Consultant in Santa Fe, New Mexico

Wolters Kluwer

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Job Summary

Requires basic knowledge of theories, principles and concepts and applies general knowledge of business and industry practices within multiple job families under Consulting/Professional Services job family group. Working under instruction, guidance and direction from more senior level roles, works on projects of limited complexity. Work is reviewed by management or more senior peers. Responsible for output (documents, analysis, product) in specific work area to appropriate time and quality targets. Plans and prioritizes own work, and meets agreed timescales.

Job Description

The Consultant – LBA for Wolters Kluwer will be responsible for performing Legal Bill Analysis (“LBA”) in the Legal Bill Analysis Center of Excellence (“LBACOE”).

The Consultant – LBA will be responsible for the prompt, accurate and efficient auditing of electronically submitted legal fee and expense invoices submitted by law firms and vendors of our clients. The candidate will be responsible for making adjustments to invoice line item entries, where those line item entries violate provisions of the relevant billing guidelines and documenting the justification for such adjustments.

The Consultant – LBA will provide guidance to business unit partners regarding issues or opportunities within the LBA process.

Essential Responsibilities

  • Efficiently and accurately review legal invoice entries.

  • Receive legal invoice assignments from the Operations Support Specialist and/or work the intake queue for self-assignments.

  • 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.

  • Document reasons for any adjustments made to invoice line items, identifying 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.

  • Excellent 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.

  • Strong understanding of legal terminology and claims legal situations, multijurisdictional exposure preferred.

  • 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.

EQUAL EMPLOYMENT OPPORTUNITY Wolters Kluwer U. S. Corporation and all of its subsidiaries, divisions and customer/business units is an Equal Opportunity / Affirmative Action employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or protected veteran status.


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