Summary
Overview
Work History
Education
Skills
Affiliations
Timeline
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Joe Santos

Rowland Heights

Summary

Dynamic E-billing professional with a proven track record at Quinn Emanuel, adept at enhancing electronic invoice accuracy and client communication. Expert in LEDES file submission and budget preparation, I excel in resolving invoice disputes while fostering strong interdepartmental relationships. Committed to driving efficiency and achieving timely payments in complex billing environments.

Overview

36
36
years of professional experience

Work History

Lead E-biller

Quinn Emanuel
Los Angeles
11.2010 - Current
  • Create, implement and maintain protocols to effectively improve the rate and accuracy of electronic invoice submission. Monitor incoming and outgoing task handlings to ensure all team responsibilities are met.
  • Maintain necessary interdepartmental and external client relations by improving team/client communication.
  • New client assignment delegation across team members
  • Prepare submission of e-billing and appeals via use of LEDES files (1998B/1998BI).
  • Coordination with Billers, Associates and Partners on monthly accrual and budget submissions for entry across multiple platforms.
  • Research and coordination with Collections department with respect to invoice reductions as to short-pays and rate reductions.
  • Communication and verification with clients for new matter or platform set-up on eBilling platforms including budgeting, timekeeper rate submissions and LEDES specifications.
  • Daily and bi-monthly updates of e-Bill submission progress and completion status of pending Invoices.
  • Communication and coordination with the intake department and Billers regarding new e-Bill matter updates, invoice revisions and client requirements.
  • Train incoming team member(s) on the full cycle of department responsibilities and procedures.

Billing Coordinator/ E-biller

Latham & Watkins
Los Angeles
11.1989 - 05.2010
  • Generate, review, and perform edits on proformas or pre-bills in response to attorney and secretary requests, including write-offs in accordance with firm policies and procedures, time or cost transfers and time entry.
  • Generate, review, and distribute client bills in accordance with attorney instructions and client billing guidelines. Ensures accuracy and completeness of billing information, time entries and cost disbursements prior to electronic submission or mailing to clients.
  • Prepare and submit/upload electronic invoices to various clients eBilling portals in compliance with clients outside counsel guidelines, cost back up, fee structures, UTBMS codes and LEDES file format requirements.
  • Setup of new clients and matters for eBilling; manage timekeepers and the rate processes such as new timekeeper rates submissions or the annual rate updates; create and upload budgets or accruals on clients eBilling portals.
  • Monitor eBilling portals for invoice status, rejections and disputes and proactively address any issues to ensure timely payment.
  • Collaborate with clients and eBilling platform administrators to troubleshoot technical issues and stay informed of changes in eBilling regulations.
  • Liaise with external clients and internal staff to address and resolve billing issues and inquiries in a timely and professional manner.
  • Post client payment and conduct research regarding proper payment allocation.
  • Monitor payment of assigned client accounts receivable (A/R), working closely with attorneys to coordinate follow-up activities on past due accounts and unapplied cash or on account fees.
  • Act as back-up support for other office billers and assist with other departmental processes.
  • Prepare and distribute daily/weekly/monthly billing or any other ad hoc reports.
  • Maintain detailed records of billing files, collection efforts and communications with clients for the department, attorneys, audits and other
  • Assist with monthly and year-end closing and reporting, as well as audits and compliance reviews related to billing and collection process.

Education

Bachelor of Science - Accounting

Cal Poly Pomona
Pomona, CA
03-1989

Skills

  • E-billing protocols
  • LEDES file submission
  • Invoice dispute resolution
  • Client communication
  • Budget preparation

E-billing platforms: BillingPoint, Collaborati, Brightflag, Corridor, CounselGo, CounselLink, Legal Tracker, Passport, Tymetrix 360, various internal companies' e-billing sites

Elite 3E, Microsoft Excel, Microsoft Word

Affiliations

  • Tennis, reading, foodie, travelling.

Timeline

Lead E-biller

Quinn Emanuel
11.2010 - Current

Billing Coordinator/ E-biller

Latham & Watkins
11.1989 - 05.2010

Bachelor of Science - Accounting

Cal Poly Pomona

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Joe Santos