Billing and Collection Specialist

• Walk clients through payment options, including credit cards, personal loans, family support, employer assistance, and legal fee financing programs
• Confirm credits, write-offs, and billing holds in writing before finalizing related bills
• Call every client before sending replenishment requests
• Check attorney calendars and initiate additional retainer requests
• Produce a weekly Friday deliverable covering resolved and outstanding complaints
• Provide dollar ranges for upcoming cost events
• Log billing complaints with timestamps and route them to responsible attorneys
• Keep trust accounts funded and clients informed
• Lead collections conversations with case updates before addressing balances
• Maintain accounts receivable below 2% of total billings
• Deliver billing tutorials within five business days of new client retention
• Flag matters below the trust threshold to assigned attorneys the same day
• Document retainer reductions and billing pauses in Clio at the matter level

• 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
• English and Spanish languages

• Remote job opportunity
• Great Place to Work Certification environment
• Recruiter guidance through the application process