Legal Billing & Collections Specialist

Job Description

Job Description

At the Law Office of Bryan Fagan, we’ve cleared the path so you can focus entirely on what you do best: delivering exceptional client service and financial clarity. We are a premier, fast-growing Texas law firm specializing in family law, estate planning, probate, and criminal defense. With 14 offices across the state—including Houston, Austin, Dallas, San Antonio, Fort Worth, The Woodlands, and Humble—we provide our team with a powerhouse platform, a collaborative environment, and true work-life balance.

What You’ll Do

As an Account Representative: Legal Collections & Client Success Specialist, you are the crucial financial liaison between our clients and the firm. You will combine proactive relationship management with rigorous account oversight, ensuring contract compliance, financial transparency, and maximum retention across key legal milestones.

• Client Relationship Management: Serve as the dedicated liaison throughout the case lifecycle; conduct scheduled check-ins and meet with clients during key milestones (mediations, depositions, arbitrations, and trials) to set clear legal and financial expectations.
• Proactive Account & Billing Oversight: Monitor client accounts in Clio and Google Sheets to maintain accurate financial billing records, ensure contract compliance, and track case progress.
• High-Touch Multi-Channel Communication: Manage regular touchpoints across phone, written correspondence, and text using Clio, client portals, and secure messaging platforms.
• Conflict Resolution & Retention: Address financial concerns or billing questions early, maintaining high engagement, resolving disputes professionally, and identifying account upsell/cross-functional opportunities.
• CRM & Financial Documentation: Maintain accurate, real-time records of all client interactions, financial updates, and resolution efforts across firm management systems.

What We’re Looking For

• Experience: 2+ years in customer service, client success, account management, or legal collections (experience within legal, financial, or professional services strongly preferred).
• Communication Mastery: Exceptional verbal and written communication skills with experience handling sensitive, money-related conversations with empathy and firmness.
• Software Proficiency: Hands-on experience with Clio (or similar legal practice management platforms), advanced Google Sheets, Microsoft Excel, and CRM/case management software.
• Financial & Analytical Acumen: Strong comfort working with numbers, billing statements, and account balances to ensure full transparency.
• Organization & Detail: Proven ability to manage a high-volume desk, prioritize competing tasks, and maintain accurate documentation.

What You’ll Get

We value our administrative and financial teams as essential to our firm's success and compensate accordingly.

• Competitive Compensation: Competitive hourly wage with bonus incentive, paired with growth opportunities.
• Comprehensive Benefits: Health, Dental, Vision, and Life Insurance.
• Retirement Options: 401(k) plan with company matching.
• Work-Life Balance: Structured 40-hour workweek (Monday–Friday schedule, with weekend hours as needed).
• Support & Culture: Continuous training on internal systems, supportive leadership, and a collaborative team environment.

Why the Law Office of Bryan Fagan?

We’ve spent over a decade building a reputation for excellence in Texas. Here, your skills are respected, your work directly impacts firm success, and your mission is clear: helping clients navigate their legal journey with clarity, compassion, and transparency.

Equal Opportunity Statement: We recognize that diverse experiences, perspectives, and backgrounds enable us to be an even stronger company and workplace. Not only will you be welcome here, your unique thoughts and opinions will be encouraged, celebrated, and deeply valued.

At the Law Office of Bryan Fagan, we help families navigate life's most challenging transitions with compassionate guidance and exceptional legal representation. Since 2012, we've grown into one of the largest family law firms in Texas by investing in our people, embracing innovation, and maintaining an unwavering commitment to client service. Our attorneys benefit from experienced support staff, established marketing and intake systems, professional development opportunities, and a collaborative culture that encourages long-term career growth.

Company Description

At the Law Office of Bryan Fagan, we help families navigate life's most challenging transitions with compassionate guidance and exceptional legal representation. Since 2012, we've grown into one of the largest family law firms in Texas by investing in our people, embracing innovation, and maintaining an unwavering commitment to client service. Our attorneys benefit from experienced support staff, established marketing and intake systems, professional development opportunities, and a collaborative culture that encourages long-term career growth.