Legal Billing Specialist

Join our rapidly expanding law firm as we seek a seasoned Billing Specialist to join our dynamic team. We're driven by ambitious growth and need someone who thrives in a collaborative environment, possesses exceptional interpersonal and communication skills, and is highly organized and confident. The ideal candidate must excel in legal billing, be proficient in QuickBooks Online and Excel, and ensure accurate and timely billing while managing accounts receivable and client billing files.

While we value nurturing talent, our current pace demands a self-starter who takes initiative and completes tasks independently with minimal guidance. Comfort with firm conversations about money and meeting financial obligations is essential. Preferred qualifications include an associate or bachelor’s degree in accounting, prior billing experience, proficiency in billing software such as Clio, and expertise in QuickBooks Online and Microsoft Office. Excellent verbal and social skills are a must for this role. Join us and be part of our thriving team!

$50,000 - $65,000 yearly

• Entering and maintaining billing information into the CRM system.
• Conducting the Billing Department portion of new client onboarding.
• Applying client payments to their accounts.
• Attending Legal Team Pod Meetings to ensure clear communication between the Legal Team and the Billing Department regarding client financial metrics and account funding per the case plan.
• Collaborating with attorneys and administrative staff to verify the accuracy of billed items.
• Addressing client inquiries regarding their invoices.
• Reviewing outgoing invoices to ensure accuracy before submission to clients for payment.
• Tracking and collecting outstanding accounts receivable.
• Checking bank and other account balances.
• Processing all accounts payable.
• Collaborating with bookkeepers to ensure the accuracy of financial records.
• Providing weekly financial metrics to the firm owners.

If the following statements appeal to you, you may be our successful candidate!

• Innovation
• Motivation
• Leadership skills
• Attention to detail
• Pride in work product
• Comfort in discussing clients' financial budgets relative to their case goals
• Passion for using skills to help people find freedom and peace in challenging situations
• Stellar communication skills
• Valuing integrity, effectiveness, kindness, communication, and financial success
• Enjoyment of a collaborative office environment where each team member is valued and encouraged to contribute
• Flexibility and comfort with change
• Ability to build relationships with people
• Interaction skills with different personality types
• Empathy towards potential clients, putting them at ease during difficult times
• Exceptional communication skills, both over the phone and in writing
• Ability to think on one's feet and remain resilient when plans don’t go as expected
• Consistent demonstration of care and compassion in all interactions, regardless of timing
• Compliance with instructions and understanding the importance of policies and procedures
• Consistent demonstration of respect and integrity as a team player
• Proficiency with law firm systems and cloud-based software

Our vision is to change the way law is practiced. Combining client education, transparent communication, and strategic advocacy means that we put the needs of the client first, reducing the client's anxiety, fear, and confusion and allowing the client to be an active participant in their own future.

Our mission is to be powerful advocates for our clients by using strategic communication and planning to transform adversity into opportunities for growth and success.

Are you the right person to join our team of caring professionals dedicated to carrying out the mission? Our CORE VALUES are Client First, Communication, Strategic Action, Accountability, Thoughtfulness, and Financial Responsibility. We value collaboration, teamwork, and the drive to provide value to our clients with each interaction.