Client Maintenance Specialist

Position Summary:The Client Maintenance Specialist is responsible for maintaining up-to-date client and matter data within the firm’s financial and practice management systems. This role ensures the integrity of billing information, rate structures, matter status, and client requirements to support seamless billing, reporting, and compliance processes. The position collaborates closely with attorneys, billing teams, finance leadership, and administrative staff to ensure data accuracy and operational efficiency.Key Responsibilities:Creates client and matter records in the firm’s practice management system (e.g., Aderant, Elite, 3E) and ensures compliance with firm naming conventions and matter setup protocolsMaintains and updates billing addresses, contact information, invoice delivery preferences, attorney rate structures, and client-specific rate agreementsPeriodically updates matter status (open, closed, pending) and ensures proper documentationReviews and inputs matter plans, billin