Preview Questions Legal Billing Specialist | Role Specific Skill

Question 1: When processing an "invoice adjustment" due to an error, what steps should be taken to ensure proper documentation and client communication?

Which action should you take?

Choose only one option

Errors should be corrected in future invoices, not through an adjustment

The original invoice should be deleted, and no record should remain in the system

The error should be corrected, a revised invoice issued, and the client notified with a clear explanation of the adjustment

Errors should be ignored unless the client specifically notices them

Question 2: How should a Legal Billing Specialist deal with a situation where the client's payment does not fully cover the invoice?

Which action should you take?

Choose only one option

By applying the full payment to the most recent charges, ignoring the outstanding balance

By applying the payment towards the oldest outstanding charges, notifying the client of the remaining balance

By issuing a partial credit and requesting immediate payment for the balance

By withholding the client's files until the full balance is paid

Question 3: What should a Legal Billing Specialist do if "time entries" are entered incorrectly but are already included in a draft invoice?

Which action should you take?

Choose only one option

Remove the time entries from the invoice and send the client a summary without details

Ignore the errors if the total amount billed is correct

Keep the errors on the draft invoice and make corrections in the next billing cycle

The time entries should be corrected in the system, and a revised invoice should be issued with proper documentation for the client

Question 4: How does "reporting functionality" in legal billing software assist in financial analysis, and what types of reports should a legal billing specialist generate regularly?

Which action should you take?

Choose only one option

Reporting functionality is only useful for tax purposes

Reporting functionality should be avoided to prevent information overload

Reporting functionality applies only to large firms with complex financial data

Reporting functionality allows for the generation of detailed reports, such as accounts receivable and WIP, to assist in financial analysis and decision-making

Question 5: How should a legal billing specialist handle "tax-related issues" during invoice processing, and what considerations must be made for different tax jurisdictions?

Which action should you take?

Choose only one option

Tax-related issues should be handled according to the applicable tax laws for each jurisdiction, ensuring that proper tax rates are applied

Tax-related issues are irrelevant as long as the client is charged correctly

Tax-related issues should be ignored if the client is not being billed for disbursements

Tax-related issues should be resolved after the client has paid the invoice

Question 6: How does "client communication" integrate with legal billing software, and how can a legal billing specialist use the software to streamline communication regarding billing matters?

Which action should you take?

Choose only one option

Legal billing software should integrate with email and client portals to facilitate billing-related communication, ensuring clients receive timely updates

Client communication is irrelevant in billing software, as long as the invoice is sent

Client communication should be handled separately from the billing software

Client communication should only occur when there is a payment dispute