Danielle Partridge

Background

About Danielle Partridge

Prepare, edit, and distribute monthly client invoices- Ensure client invoice entries are accurate and consistent firmwide- Respond to all client invoicing questions, concerns, and payments disputes- Confirm client/matter billing rates are correct in Clio Manage- Create and implement office protocol for billing and matter processes- Process A/R: Run credit cards and deposit checks. Reconcile payments using Quickbooks and Clio Manage- Manage A/P with Quickbooks- Reconcile operating and IOLTA accounts. Sign and distribute checks - Track attorney matters and payments for quarterly bonuses- Manage day-to-day operations within multiple office locations- Liaise between attorneys, paralegals, and support staff for all office needs- Maintain current knowledge of office projects, priorities, and important deadlines to help facilitate efficiency of completion and coverage- Paired with marketing and help prepare for events. Select and secure promotional items as needed- Manage all vendor communications, contracts, leases, billing discrepancies, and payments- Administer annual employee evaluations, disciplinary issues, and retraining- Responsible for employee onboarding including, orientation, IT set up, payroll, parking, and benefits- Maintain secured employee records including new hire forms, timesheets, benefits, and yearly reviews- Recruit and identify ideal employee candidates, perform the initial interview, and provide recommendations- Travel to other firm locations to provide backup and assist with specific staff needs- Responsible for all payroll duties including tracking hours, benefits, taxes, and 401k deduction reporting- Successfully facilitated the transition from client management program Bill4Time to Clio. This helped recover unaccounted revenue.