V104 - Client Services & Billing Specialist
Job Duck
•$1,142 - $1,220•Remote
About The Position
We are seeking an Intake & Billing Specialist to manage client intake from first contact through onboarding, while handling some ongoing billing and initial payment processes. This role is the firm’s first point of contact and plays a critical role in client experience and revenue flow.
Requirements
- Strong phone, communication, and client service skills
- Ability to multitask and manage high call volume
- Detail-oriented with strong organizational skills
- Familiarity with legal billing processes preferred
- Languages: English, Spanish
Responsibilities
- Schedule consultations and conduct structured follow-ups
- Answer and manage incoming calls
- Screen potential clients, gather key information, and create leads in LawMatics
- Document all client communications accurately
- Ensure adherence to firm SOPs and workflows
- Monitor outstanding balances and follow up on payments
- Review and edit time entries for clarity and proper legal billing language
- Maintain accurate documentation and manage intake calendars
- Transition retained clients into active matters and notify internal teams
- Prepare and send retainer agreements using firm templates
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
Education Level
No Education Listed
