admin– The developer must be prepared use the MERN stack when developing this application that will seamlessly be integrated with Clio.
– Collaborate with the billing department to understand the nuances of multi-attorney billing rates, paralegal contributions, and retainer balances to implement a robust reporting system that eliminates the need for manual tracking of the monthly commission split.
– Utilize knowledge of accounting principles to ensure that the automated calculations align with financial records and support the billing manager in revenue management and collection efforts. Knowledge of legal billing and accounting practices is considered an asset.
Deliverables:
The deliverables for the API Developer for Legal CRM Automation would include:
1. Automated Commission Calculation Tool: A custom-developed tool or script that integrates with Clio to automatically calculate attorney commissions based on the 45/55 split from billable time.
2. Multi-Attorney Rate Report: A reporting feature that accounts for the different billing rates of multiple attorneys and the paralegal involved in a single case.
3. Retainer Balance Integration: An automated system that tracks and applies retainer balances towards the commission calculations.
4. Documentation: Comprehensive documentation outlining the operation, limitations, and maintenance procedures of the developed tools and scripts.
5. Training Materials: Instructional materials or guides for the billing manager and other staff who will use the new system.
Hourly Range: $32.00-$60.00
Posted On: January 31, 2024 03:46 UTC
Category: Scripting & Automation
Skills:Scripting, Customer Relationship Management, API Integration, API Development, API, Automation, Business with 1-9 Employees
Country: United States
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