Legal Billing Specialist

Hargrave Family Law • Dallas, TX

2d

About The Position

Do you look forward to going to work each day? Life's too short to start your day with dread. We want to come to work each day. At our firm, you'll be a part of a team where firm culture is a top priority. We invest in each team member as well as in our firm as a whole. You will work with a team that works collaboratively and creatively, supporting each other's professional growth as we collectively support the clients. We know that divorce can become a period of remarkable growth and transformation when you focus on the future that you want to create rather than the past. 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 Clerk is an integral part of our team, responsible for implementing the Firm’s processes and systems related to timekeeping, billing, retainer replenishment, and reporting related to our billing process. They will have at least 2 years of experience managing billing-related processes and systems in a professional services business (preferably a law firm), have excellent client relationship skills, be the go-to person when their friends need help with Excel, and want to be a part of a fast-growing, stellar team. Experience with MS Office, Clio, and LawPay is a major plus as well! Our Billing Clerk makes sure time entries are robust and demonstrate value so clients both understand their invoices and the value of the services they receive. The Billing Clerk ensures bills are timely generated, edited, approved by the proper person, and sent out twice a month. They assist with communications in a professional manner as necessary to ensure bills are paid on time, and client trust retainers are replenished, thereby ensuring that the Firm always has sufficient funds to meet each client’s needs. Please read this posting and any subsequent emails carefully; we will automatically screen out and reject any candidate who does not follow all instructions during the application process. This role in our firm is crucial to caring for clients in both a compassionate and efficient manner during a very difficult time in their lives. Positive, friendly, collaborative, and professional interpersonal skills are essential requirements for becoming a member of our firm. The Billing Clerk works under the supervision of the Executive Director and Bookkeeper.

Requirements

• At least 2 years of experience managing billing-related processes and systems in a professional services business (preferably a law firm)
• Have excellent client relationship skills
• Be the go-to person when their friends need help with Excel
• Want to be a part of a fast-growing, stellar team
• Positive, friendly, collaborative, and professional interpersonal skills are essential requirements for becoming a member of our firm
• High-school diploma required

Nice To Haves

• Experience with MS Office, Clio, and LawPay is a major plus as well!
• Experience with Clio is a plus
• College degree preferred

Responsibilities

• Processes payments in accordance with the Firm’s policies
• Accurately tracks client payments in the case management system (currently Clio)
• Timely saves client payment receipts to the client's electronic file
• Accurately links client payments in case management software (currently Clio)
• Accurately saves client expenses and expense receipts to the client's electronic file
• Accurately and timely enter expenses in case management software (currently Clio)
• Updates Billing Spreadsheet daily, preserves weekly
• Generates draft bills and makes the first round of edits as to uniformity, spelling, punctuation, etc.
• Sends prebills timely to Attorneys for their review
• Makes additional edits on bills upon the Bookkeeper’s review and instruction
• Preserves final bills to client files and general billing files prior to dissemination to clients
• Sends final bills to clients twice monthly
• Creates weekly A/R reports
• Assists with A/R follow-up as instructed/needed to maintain a positive trust balance for each client
• Performs audits daily/weekly as necessary to maintain accuracy
• Generates a welcome email to new clients with a billing tutorial
• Highly organized, detail-oriented, able to multitask proficiently
• Shows strong Interpersonal skills in working with clients, attorneys, vendors, etc.; able to communicate effectively with clients, vendors, attorneys, paralegals, and team members
• Shows professionalism at all times; positive, empathetic, compassionate, and friendly attitude
• Has a love and aptitude for working with numbers and budgets
• Able to exercise high levels of discretion, confidentiality, sensitivity, and integrity
• Able to adhere to the Firm's policies and procedures

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: High school or GED