Legal Billing Specialist, Law Firm & Clio Expertise
Overview
Clio experience preferred and an eye for detail to manage timekeeping, billing, and retainer replenishment at a growing family law firm. You will own the billing workflow from time entry through client delivery, ensuring accuracy and timely invoices. You will work with a collaborative team, including the Executive Director and Bookkeeper, in a values-driven culture that supports professional growth. This role stands out for its focus on compassionate client service paired with precise financial processes.
What You'll Do10
- 1Build and maintain accurate billing data in Clio and the firm’s case management system
- 2Ship timely, accurate client invoices and prebills twice monthly after review
- 3Drive A/R follow-up and maintain positive client trust balances
- 4Design and implement daily/weekly billing routines and reconciliation processes
- 5Manage payments, receipts, and expense entries in the case management system
- 6Collaborate with Attorneys and Bookkeeper to ensure uniform bill formatting and edits
- 7Prepare weekly A/R reports and audits to ensure billing accuracy
- 8Own communications with clients and vendors to support timely payments
- 9Ensure client files reflect up-to-date billing documentation and receipts
- 10Generate welcome emails with billing tutorials for new clients
Requirements10
- 1High school diploma required; college degree preferred
- 2At least 2 years of experience managing billing processes in a professional services firm
- 3Experience with Clio and LawPay is a major plus
- 4Strong interpersonal and client relationship skills
- 5Excellent organization and ability to multitask in a fast environment
- 6Professional, compassionate, and discreet demeanor
- 7Proficiency in MS Office and Excel
- 8Ability to work onsite in Dallas, TX
- 9Knowledge of timekeeping, retainer replenishment, and billing cycles
- 10Comfort with processing payments and maintaining client trust balances
Salary Insight
$42 - $50k per year
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