Legal Billing Specialist

Description

Hybrid-eligible position in the Dallas, TX area ONLY

Do you look forward to going to work each day? At our firm, you'll be a part of a team where firm culture is a true top priority, and you'll work with a collaborative and creative team that supports each other as we support clients.

We believe divorce can become a period of remarkable growth and transformation. We help good people end broken marriages by practicing family law differently, helping clients end marriages in a manner consistent with their values.

Our Billing Specialist is an integral part of our team, responsible for implementing the Firm's billing processes and systems related to timekeeping, billing, retainer replenishment, and reporting.

You should have at least 2 years of experience managing billing-related processes and systems in a professional services business (ideally a law firm), have excellent client relationship skills, be the go-to person when your friends need help with Excel, and want to be a part of a fast-growing team. Experience with MS Office, Clio, and LawPay is a major plus as well!

The goal of our billing process from a client perspective is to make sure time entries are robust, accurate, and demonstrate value so clients both understand their invoices and the value of the services they receive. You will ensure bills are generated on time, edited, approved, and sent out twice a month. Professional client communication is crucial in this role; it's necessary to ensure bills are paid on time and client trust retainers are replenished. This ensures that the Firm always has sufficient funds to meet each client's needs.

Applicants must be located within a reasonable commuting distance of our office. Any applications submitted by candidates outside the local area will not be considered. Please note that we will automatically screen out and reject any candidate who does not follow all instructions during the application process.

Responsibilities

The Billing Specialist works under the supervision of the Executive Director and Bookkeeper.

Duties include the following:
• Manage and oversee the entire billing process, ensuring accuracy and timeliness in all client invoices.
• Collaborate with attorneys and staff to ensure all billable hours are captured and documented effectively.
• Generate, review, and distribute client invoices twice a month, maintaining a consistent billing cycle.
• Communicate professionally with clients to address billing inquiries and ensure timely payment of invoices.
• Monitor client trust retainers, ensuring they are replenished to meet ongoing service needs.
• Utilize MS Office, Clio, and LawPay to streamline billing operations and enhance efficiency.
• Prepare detailed billing reports for management, providing insights into billing trends and client payment behaviors.

Qualifications

• Experience in managing billing processes and systems in a professional services environment, preferably within a law firm.
• Proficiency in using case management software, specifically Clio, to track and manage client payments and expenses.
• Ability to generate, edit, and finalize bills with precision, ensuring accuracy in spelling, punctuation, and uniformity.
• Proven track record of maintaining accurate billing records and updating billing spreadsheets regularly.
• Strong skills in Microsoft Office, particularly Excel, to assist with billing-related tasks and reporting.
• Experience with LawPay or similar payment processing systems is a plus.
• Ability to communicate effectively with clients and team members to ensure timely payment and retainer replenishment, fostering positive client relationships and trust balance maintenance.