Finance Team
Contact Billing Department for:
([email protected])
- All billing requests
- One page invoices
- Detailed invoices
- *Please CC billing or give confirmation when sending to client and give the estimated payment date
- Time transfers
- Trust transfers, prepaid transfers and internal revisions to matter credit balances
- Time Reports and Billed Hours Reports- Associates should include Billing Partner on any requests
- Recording matter status updates related to billing and collection
- Reopening Disallowed Matters
- Attorney Designation Changes
- W9 Requests
- Responses to Projections Emails (including closing dates)
- Changes to:
- Matter Names
- Client Names
- Closing Dates
- Rate Settings
- All questions about time and billing
- Please allow for 24 hours turnaround time, unless urgent. Urgent requests should be flagged as high priority and indicated as “Urgent” in the subject line
Contact Accounts Payable for:
([email protected])
- Paying bills
- Check requests or via LMS+ workflow
- AmEx related questions
- Vendor issues
Contact Che for:
([email protected])
- Payment Confirmations
Contact Conflicts for:
([email protected])
- Collecting conflict waiver letters
- Collecting engagement letters
- Supplemental screening information
- All general conflicts requests
- Same day changes to New Matter Requests
Contact Deal Summaries for:
([email protected])
- Assistance finding deal summary template on iManage
- Indicating deal summary is completed in iManage document space
Contact Jennifer for:
([email protected])
- Pricing Inquiries:
- Pricing History Report (PHR) – Analysis of past deals with key factors related to a prospect deal.
- Post Deal Analysis – Analysis of a closed deal to determine time associated with areas of a deal. This can be formatted for internal usage for write offs or client presentation to determine additional future collection.
- Ongoing Deal Analysis – Analysis of current time to target hours to determine if a fee estimate needs to be renegotiated.
- Practice Area Presentations and Reports
- Financial Reporting and Budgeting
- General Reporting Requests
- LMS+ (SurePoint) Training – in connection with Billing Supervisor, Jillian Dickey
- General Finance Questions