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Determining Who Should Serve As the Billing Partner

By Joel A. Rose

Due to a law firm's team-oriented approach to business development and client service efforts, it is not always clear who should logically and most efficiently serve as the billing partner for a client or a particular client matter. A person should only be a billing partner if he or she is or will be performing the functions outline herein.

Typically, a partner who "gets the call" on a new matter for an existing client should, as a partner courtesy, confer with the person who has primarily served as billing partner before opening the matter. If the person who has historically served as billing partner is continuing to fulfill the billing partner responsibilities (see below), he or she should usually be the billing partner for the new matter, absent any other circumstances which might dictate otherwise. "Getting the call," by itself, does not mean that the person should be the billing partner on the new matter. It may be that the historical billing partner has done an outstanding job of cross-selling, is continuing to fulfill billing partner responsibilities (including those for the new matters), and should continue to be the billing partner for the new matter. Similar considerations apply for new clients.

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