Solution Architect, Litify

• Bachelor’s degree in Accounting, Finance, or a related field; CPA license or CPA-eligible status preferred
• Legal billing experience: 3+ years of hands-on work in law firm billing or finance, or at a legal time and billing software company, with working knowledge of all of the following: time and expense entry, rate management, fee arrangements, pre-bill review and adjustments, invoicing, LEDES and UTBMS e-billing, client billing guidelines, AR and collections, WIP and realization reporting, and trust accounting basics
• Software implementation and technical experience: 3+ years implementing or consulting on time, billing, or financial software. Covers discovery, requirements, configuration, data migration of WIP, unbilled time and costs, and AR, UAT, and go-live. Comfortable with SQL or ETL tools for loading and validating financial data, and with how systems integrate
• Client delivery: runs workshops with firm billing teams, finance staff, and partners, presents clearly to executives, and manages several projects at once

Desirable

• The Solution Architect, Legal Billing is a member of Litify Professional Services who leads the time, billing, and financial side of client implementations
• You bring a formal accounting background and software implementation skills to design and deliver time entry, expense tracking, billing, and collections workflows for law firms on the Litify platform
• You work directly with firm billing teams, finance staff, and partners
• You learn how they capture time and costs and turn them into paid invoices today, then translate that into a sound Litify design and own it through go-live
• Lead discovery with firm billing and finance teams to map how they capture time and expenses, review pre-bills, issue invoices, and collect payment
• Design billing setups on Litify and Salesforce: timekeeper and client-matter rates, rate hierarchies and overrides, fee arrangements (hourly, flat fee, contingency, and hybrid), and invoice templates
• Configure time and expense capture, including activity and task codes, hard and soft costs, cost recovery, and markups
• Build pre-bill review and approval workflows, including write-ups, write-downs, and billing adjustments
• Set up e-billing for clients that require it, including LEDES file formats, UTBMS codes, and outside counsel billing guidelines
• Design AR and collections processes, including payments, retainers, applying trust funds to invoices, and client statements
• Deliver billing and financial reporting: WIP, realization, timekeeper utilization, aged AR, and collections
• Plan and support migration of open WIP, unbilled costs, and AR balances from legacy billing systems, with reconciliation to the source
• Configure and test the solution, working with Litify developers and other Solution Architects where custom build is needed
• Run workshops, UAT, training, and go-live support with client billing, finance, and operations staff
• Keep project status, risks, and documentation current
• Feed field learnings back to Product and Professional Services to improve the billing offering