Taylor Caudillo

Meet monthly with direct reports to ensure desired workload balance and evaluate complexity and growth needs

Develop goals for direct reports with opportunities in mind for achievement of those goals

Implement new process for shared team attorney and client notes to ensure cross training and leave coverage needs are met

Oversee team billing process for accuracy

Communicate with attorneys to address needs and changes in client guidelines

Test and document the new software in preparation for software conversion

Convert existing SOPs to the new processes within the new system

Coordinate and execute team wide training on new software in anticipation for software conversion

Document customization requests within the new system to ensure efficiency once converted

Train existing team members on an ongoing basis post software conversion

Train existing billers and new hires to expand the growth and knowledge base of the team

Develop detailed SOPs on existing and new processes

Process high complexity billing and develop process improvement strategies

Participate in year end allocations of flat fee payments

Obtain information for attorneys on an as needed basis through various reporting tools and excel

Process monthly invoicing for various attorneys according to their client's billing guidelines

Complete prebill edits and ensure client specific agreements are met for a high volume of matters

Analyze new client AFAs including phase billing, collars, fee caps, and monthly retainers