BASIC FUNCTION

The Legal Invoice Review Quality Assurance Analyst II (“QA Analyst II”) for Wolters Kluwer will be responsible for performing the quality assurance testing for the Legal Bill Analysis Center of Excellence (LBACOE), which involves applying subject matter expert knowledge of key legal concepts relative to invoice auditing that spans multiple areas of law. The Legal Bill Analysis (“LBA”) process involves the prompt, accurate and efficient auditing of electronically submitted legal fee and expense invoices submitted by law firms and vendors of our clients.

As part of our quality assurance process, the QA Analyst II will conduct an expert peer review of LBACOE invoice analysts’ work while independently utilizing his or her specialized legal expertise, knowledge base and education. After making a comprehensive, expert assessment of the legal context and terminology in the invoice, the QA Analyst II will make additional adjustments to previously-adjusted invoice line item entries, if needed, and document the comprehensive justification for such adjustments. The QA Analyst II will also make corrections to adjusted and non-adjusted invoice lines. Moreover, the QA Analyst II, as part of our Appeals Team, will engage in written communications with the vendors of our customers regarding the adjustments made to invoice line item entries by the LBACOE. The ultimate goal of QA Analyst II communications with the vendors is to fully leverage the QA Analyst II’s robust legal knowledge base and partake in legal expert-to-expert discourse so as to arrive at a reasonable, mutually-agreeable resolution on disputed invoice adjustments, subject to our customers’ ultimate directives. At the direction of management, the QA Analyst II will also be responsible for handling escalated law firm appeals requiring special attention, known as appeals mediation, which includes production of a written summary for review by our client(s) and/or for use at a resolution conference to be attended by the law firm, QA Analyst III, LegalVIEW BillAnalyzer management and our client(s).

The QA Analyst II will also provide guidance to business unit partners regarding issues or opportunities within the LBA process.

ESSENTIAL RESPONSIBILITIES

• Drive the results of the LBACOE quality assurance process, as follows:

• Conduct review of LBACOE Legal Invoice Analysts’ line item adjustments and non-adjusted invoice lines, applying specialized legal subject matter expert knowledge to context of legal invoice line items for quality assurance. Using sound individual discretion and with minimal supervision, conduct gap filling analysis to decode the legal “story” of an invoice by utilizing required law school education, law firm experience, and/or related specialized legal expertise.

• Verify the compliance of adjusted and non-adjusted line items to 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.

• Independently make further adjustments to invoice line items as necessary based on an assessment of the legal context of the invoice while utilizing specialized legal subject matter expert knowledge to extract core critical legal terminology and concepts. Document reasons for any additional adjustments made to invoice line items, identifying the billing guideline violated and the rationale for the amount adjusted.

• Use legal knowledge and careful discretion to make corrections to adjusted and non-adjusted invoice lines as needed.

• Forward the audited and peer-reviewed legal invoice through the review chain as required.

• Promptly and professionally resolve law firm appeals, as follows:

• Receive and organize law firm requests for reconsideration from Operations Support Specialists or management and/or work the intake queue for requests for reconsideration.

• Address law firm requests for reconsideration of adjusted amounts while utilizing careful judgment, legal knowledge and utmost professionalism while upholding integrity of the legal billing process.

• Work with law firms in a professional manner via legal expert-to-expert written communications to carefully resolve disputed invoice line items using sound independent discretion and legal knowledge base.

• Efficiently and accurately review appealed legal invoice entries.

• Demonstrated superior ability to review, analyze and evaluate legal fees and costs/expenses in appealed invoice entries and to exercise discretion and sound independent judgment when making audit and adjustment decisions in a law firm appeals context.

• Gather key information regarding the adjustment history and LBACOE communication history on a disputed line item.

• At the direction of management, handle escalated law firm appeals that have not been successfully resolved by QA Analyst I peers (“appeals mediation”).

• At the direction of management, organize and participate in a resolution conference to be held with the law firm and client representative, when direct appeals mediation with the law firm does not successfully resolve the dispute.

• Additional Responsibilities and Skills:

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

• Communicate and calibrate with audit team and appeals team members as part of critical legal expert QA Analyst “task force” that resolves ambiguities or “close judgment calls” in interpretation of client guidelines when applied to complex legal invoicing scenarios.

• Using sound discretion and legal expertise, analyze and condense legal service agreements to produce effective operational tools, meeting and in some cases exceeding customer expectations.

• 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.

• Strong understanding of legal terminology and claims legal situations, including multijurisdictional exposure.

• Self-motivated with an ability to work independently and with very limited supervision after training.

• Ability to monitor the work flow and performance of partnered legal invoice analysts and identify/escalate any concerns to management.

• 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

EQUAL EMPLOYMENT OPPORTUNITY Wolters Kluwer U. S. Corporation and all of its subsidiaries, divisions and customer/business units is an Equal Opportunity / Affirmative Action employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or protected veteran status.