V107 - Billing and Collection Specialist

Job Duck

1d•$1,015 - $1,100•Remote

About The Position

The Billing Specialist is the person who walks beside the client through the financial side of the hardest experience of their life. You are their guide. You help them understand where their money is going, why it matters, and how every dollar they invest connects to the outcome they're working toward for themselves and their family. You are part of their walk, connecting their payment to their goal. Teaching people how to use the service, showing them the value of what their legal team is doing, and making the financial side of their case feel manageable instead of terrifying. When you do that well, collections happen naturally. Clients who feel informed and cared for pay. The people who thrive in this role are someone who genuinely likes people and is energized, organized without being rigid, and does not wait to be told what needs to happen.

Requirements

2+ years in billing, collections, or accounts receivable in a professional services environment. Law firm experience strongly preferred.
Comfort with outbound phone calls and client-facing conversations.
Proficiency with practice management software (Clio Manage preferred)
Ability to read and interpret legal invoices, time entries, trust account statements, and engagement agreements.
Strong written communication for documented escalations, client correspondence, and weekly deliverables.
Proficiency with Google Workspace (Gmail, Sheets, Calendar, Drive).
Prior use of LawPay, Dialpad, or Clio Grow.

Responsibilities

When a client says they cannot pay, walk through every available option: credit cards, personal loans, family support, employer assistance, legal fee financing programs. Explore before you accept.
Confirm all credits, write-offs, and billing holds in writing before any related bill is finalized.
Call every client before sending a replenishment request. No replenishment email goes out without a phone call attempt.
Check attorney calendars for upcoming hearings, mediations, and trials. Initiate additional retainer requests.
Produce a weekly deliverable every Friday: complaints resolved this week and complaints still awaiting attorney response.
Provide specific dollar ranges for upcoming cost events, so the client is never surprised.
Log every billing complaint in the tracker with a documented timestamp and route it to the responsible attorney via email.
Keep Trust Accounts Funded and Clients Informed
Lead every collections conversation with a brief case update: what was accomplished, what is upcoming, how the work moves the client closer to their goal. Then address the balance.
Maintain accounts receivable below 2% of total billings.
Within five (5) business days of a new client retaining the firm, deliver a billing tutorial covering retainer structure, evergreen replenishment, invoice format, and what to expect at each stage of their case.
Flag any matter below the trust threshold to the assigned attorney the same day.
When attorneys communicate retainer reductions or billing pauses, document the instruction in Clio at the matter level the same day.