Consultant - LBA

Role overview

Consultant - LBA at Wolters Kluwer

Responsibilities

• Conduct periodic audit and data analysis to support management in collecting performance metrics for internal use and use with clients and law firms.

Required qualifications

• Education Minimum: Paralegal Certification or equivalent work experience.
• Experience, Knowledge and Tools Minimum
• 3 - 5 years of experience in a legal services or legal bill auditing environment, including:
• Extensive experience with legal billing processes.
• Firm understanding of the federal and/or state rules of civil procedure.
• Prior legal bill review experience required.
• Experience with one or more practice areas in a legal billing or legal services setting, including but not limited to; insurance, civil litigation, intellectual property, corporate, and banking.
• Required Competencies:
• Communications: Strong arbitration and organizational skills are critical to being successful in this role.
• Strong communications skills and the ability to organize and motivate team members in a matrix environment are essential.
• Team Work: Must work collaboratively with people within FCOE and throughout the entire WK organization, while providing constructive feedback to LBACOE leadership.
• Problem Solving: Capable of independent thinking and rendering sound decisions.
• Astute at identifying and engaging the necessary resources to help in decision making.
• Takes quick actions to identify and resolve the cause of any problem.
• Proactive in nature.
• Leadership: Exhibits individual control over day to day responsibilities as well as the ability to work collaboratively with other BUs to produce results.
• Planning and Organizing: Must be able to implement plans with the purpose of achieving short and long term goals.
• Must be able to prioritize in order to accomplish these goals in a given time period.
• Technology: Has the ability to partner with experts in the technology field to identify technology gaps and requirements necessary to develop position and impactful solutions.
• Learning: Ability to acquire new or modify existing knowledge to support a changing market place and workforce.
• Can demonstrate a capability to learn by study, experience, or instruction.
• Initiative and Enterprise: Is self-directed and has the ability to translate ideas into action and get things done.
• Critical Thinking: Able to firmly understand the nuances of language and think critically about the meaning behind cryptic language and legal jargon.
• Tools:
• Microsoft Office Suite ( Word, Excel, PowerPoint, Outlook)
• Our Interview Practices
• To maintain a fair and genuine hiring process, we kindly ask that all candidates participate in interviews without the assistance of AI tools or external prompts.
• Our interview process is designed to assess your individual skills, experiences, and communication style.
• We value authenticity and want to ensure we’re getting to know you—not a digital assistant.
• To help maintain this integrity, we ask to remove virtual backgrounds and include in-person interviews in our hiring process.
• Please note that use of AI-generated responses or third-party support during interviews will be grounds for disqualification from the recruitment process.
• Applicants may be required to appear onsite at a Wolters Kluwer office as part of the recruitment process.

Preferred qualifications and skills

• Bachelor’s Degree in legal related discipline and/or equivalent work experience either in-house or with a third-party legal invoice auditing company strongly preferred.

Employment details

• Location: IND-Pune-Smartworks [India]

About the employer

• The Consultant LBA for Wolters Kluwer will be responsible for performing Legal Bill Analysis (LBA) in the Legal Bill Analysis Center of Excellence (“LBACOE”).

Additional role details

• The Consultant LBA will be responsible for the prompt, accurate and efficient auditing of electronically submitted legal fee and expense invoices submitted by law firms and vendors of our clients.
• The candidate will be responsible for making adjustments to invoice line-item entries, where those line item entries violate provisions of the relevant billing guidelines, and documenting the justification for such adjustments.
• The Consultant LBA will provide guidance to business unit partners regarding issues or opportunities within the LBA process.
• Essential Responsibilities
• Efficiently and accurately review legal invoice entries.
• Receive legal bill assignments from the Operations Support Specialist and/or work the intake queue for self-assignments.
• Verify compliance with legal billing guidelines by law firms and vendors submitting invoices.
• Verify the accuracy of the UTBMS task codes (Fee, Activity and Expense codes) applied to invoice line items.
• Document reasons for any adjustments made to invoice line items, identifying the billing guideline violated and the rationale for the amount adjusted.
• Forward the audited legal bill through the review chain as required.
• Communicate and calibrate with Legal Invoice Analyst and Quality Assurance Analyst team members.
• Provide feedback to management on additional calibration opportunities.
• Demonstrated superior ability to review, analyze and evaluate legal fee and cost/expense invoice entries and to exercise discretion and sound judgment when making audit and adjustment decisions.
• Advanced understanding of legal terminology and claims legal situations required.
• When directed by management, support QA Analysts in addressing requests for reconsideration of adjusted amounts submitted by law firms.
• When directed by management, support QA Analysts in conducting the quality assurance review of invoices audited by Legal Invoice Analyst I & II peers, while utilizing SME knowledge in specialized legal practice areas.
• Analyze and condense clients’ legal service agreements to produce effective operational tools, meeting and in some cases exceeding customer expectations.
• When directed by management, assist with the creation and updating of various team and department wide standard operating procedures.
• Participate in the training and mentoring of new Legal Invoice Analysts via informal and formal mentorship and training initiatives, both for new client roll outs and for back-filling vacancies on existing client teams.
• Liaise with and provide periodic feedback to CIOX Artificial Intelligence Decision Science team on functionality and improvement of machine learning end-user experience and accuracy.
• Self-motivated with an ability to work independently and with very limited supervision after training.
• Excellent computer skills with the ability to learn the electronic legal bill submission and auditing software.
• Sound command of the English language-- grammar, syntax and style -- including an understanding of the conventions of punctuation and capitalization.
• Excellent spelling and proofreading skills.
• Effective communication skills - ability to obtain information from others and deliver information to others orally and in written form.
• Organizational skills, including the ability to organize work in an orderly fashion conducive to the prompt, efficient review of an appropriate number of legal invoices in a given day or time period.
• Familiarity with common business math and possess appropriate business telephone skills.
• Ability to carry out detailed written or verbal instructions; ability to respond to requests effectively and efficiently.
• Job qualifications
• Advanced degree a plus.