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Salary: USD 130,000 - 145,000 / annual
Litify is seeking a Solution Architect, Legal Billing to lead the time, billing, and financial implementation side of client engagements. You will work as part of the Professional Services team, partnering directly with law firm billing teams, finance staff, and partners to design and deliver time entry, expense tracking, billing, and collections workflows on the Litify platform.
Key responsibilities include:
- Lead discovery sessions with firm billing and finance teams to map current processes for time and expense capture, pre-bill review, invoicing, and payment collection.
- Design billing configurations on Litify and Salesforce, including timekeeper and client-matter rates, rate hierarchies and overrides, and various fee arrangements (hourly, flat fee, contingency, hybrid).
- Configure time and expense capture workflows with 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 requiring it, including LEDES file formats, UTBMS codes, and outside counsel billing guidelines.
- Design accounts receivable and collections processes, including payment handling, retainer management, trust fund application, and client statements.
- Deliver billing and financial reporting solutions covering WIP, realization, timekeeper utilization, aged AR, and collections metrics.
- Plan and support data migration of open WIP, unbilled costs, and AR balances from legacy systems with full reconciliation.
- Configure and test solutions, collaborating with Litify developers and other Solution Architects on custom builds.
- Conduct workshops, user acceptance testing, training, and go-live support with client teams.
- Maintain project status, risk tracking, and documentation.
- Provide field insights to Product and Professional Services teams to enhance the billing platform.
Requirements:
- Bachelor's degree in Accounting, Finance, or related field; CPA license or CPA-eligible status preferred.
- 3+ years of hands-on legal billing or finance experience at law firms or legal time and billing software companies, with working knowledge of: 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.
- 3+ years of software implementation or consulting experience with time, billing, or financial software, including discovery, requirements gathering, configuration, data migration (WIP, unbilled time/costs, AR), UAT, and go-live support. Comfortable with SQL or ETL tools for financial data loading and validation, and understanding of system integrations.
- Strong client delivery skills: ability to run workshops with billing teams and finance staff, present clearly to executives, and manage multiple projects concurrently.
Nice-to-have:
- Salesforce implementation or admin experience; Salesforce Administrator certification.
- Hands-on implementation of Accounting Seed or Certinia (formerly FinancialForce).
- Experience implementing legal time and billing systems such as Elite 3E, Aderant, Centerbase, or Juris.
- Experience with e-billing platforms such as Legal Tracker, TyMetrix 360, or BillBlast.
- Experience with Litify or other legal practice management platforms.
