Bookkeeper, LegalTech

Role Overview

• You’ll play a hands-on role in helping law firms successfully adopt, use and get value from CORTO’s software.
• You may have worked as a legal bookkeeper, accounts clerk, trust accountant, practice manager, legal cashier or law firm finance professional, and you know what it takes to keep matters, billing, invoicing, payments and reconciliations moving accurately.
• You’ll work closely with customers after they come onboard, guiding them through setup, training, adoption and ongoing use.
• You’ll work closely with sales, product and support teams, and own a portfolio of law firm customers focused on adoption, retention and expansion outcomes.
• Own onboarding outcomes, adoption metrics and renewal health across your portfolio of customer firms
• Onboard new customers and guide them through setup, training and early adoption
• Build strong relationships with law firm accounts teams, practice managers, lawyers and key users
• Help customers understand how to use CORTO’s software in a practical, day-to-day way
• Support customers with workflows relating to matters, billing, invoicing, payments, reconciliations and accounts processes
• Use your understanding of law firm finance operations to help customers improve efficiency, accuracy and confidence
• Monitor customer health, adoption, engagement and satisfaction
• Identify risks early and work proactively to improve customer outcomes
• Run training sessions, check-ins, product walkthroughs and customer enablement activities
• Work with sales, product, marketing and support teams to improve the customer experience
• Capture customer feedback and translate it into useful insights for product and leadership teams
• Maintain accurate customer records, success plans, notes and activity updates in CRM or customer success tools

Requirements

• Experience in legal bookkeeping, law firm accounts, trust accounting, practice management, legal cashiering or law firm finance operations
• Strong understanding of how law firms operate, including matters, billing, invoicing, payments, disbursements and reconciliations
• Confidence working with practice managers, accounts teams, lawyers, partners and senior stakeholders
• Strong attention to detail and a practical understanding of why accuracy matters in law firm financial processes
• Clear communication skills and the ability to explain processes in a calm, practical and helpful way
• Strong problem-solving skills and the ability to guide customers through unfamiliar workflows
• Confidence learning new software and helping others become comfortable using it
• A genuine interest in moving into legal technology, client success or a more customer-facing SaaS role
• Even better if you have:
• Experience with software such as LEAP, Actionstep, Smokeball, Clio, Xero, QuickBooks, MYOB or similar platforms
• Understanding of trust accounting, office accounting, matter accounting, time recording, WIP, disbursements, invoicing or reconciliation workflows
• Experience training others, documenting processes or helping teams adopt new systems
• Experience in client success, implementation, onboarding, support, consulting or account management

Benefits

• Your work matters. We solve real world problems that improve and support local, everyday law firms. So they can do their best work for the people in the communities they serve.
• Make an impact. You won’t be another ‘cog in the wheel’ here. We give full trust and autonomy for you to be heard, to work on big & complex projects – and to make a real difference.
• Work with a group of authentic, passionate people who love what they do.
• Well-funded and global. CORTO is part of ATI Global – one of the largest international LegalTech companies.
• Flexible and hybrid working. We engage, share, and collaborate on ideas and workflows.
• Career and learning opportunities
• we move fast and need smart people to get us where we're going. We are a scaling business and looking for people who want to grow with us.
• Have fun with us. Celebrations. Socials. Sports teams. Access to sailing and yacht events.
• We value your well-being with additional time off, gym membership and other perks.
• Fast-paced tech environment, if we don't disrupt ourselves someone else will do it!
• Access to LEAP Home
• a program unique to the ATI Group to support you in buying your primary residence.