POSITION SUMMARY: The Billing Specialist manages the Firm’s processes and systems related to timekeeping, billing, retainer replenishment, accepting payment, and collections of accounts receivable.

What You'll do: (Essential Functions)

Billing Management:

- Act as a point of contact for billing-related inquiries from clients, attorneys, and legal assistants. Communicate with clients regarding billing inquiries and discrepancies.
- Collaborate with attorneys to address any client concerns or disputes related to billing.
- Process payments in accordance with the Firm’s policies and schedules for accepting payments.
- Ensure accurate and timely recording of billable hours, expenses, and disbursements.
- Verify rates and discounts ensuring adherence to client agreements and fee arrangements.
- Maintain billing records, client files, and documentation in an organized manner.
- Process incoming payments and accurately apply them to appropriate accounts.
- Generate and review client invoices and trust replenishments following billing schedules and guidelines.

Outstanding balance and Accounts Receivable:

- Generate and analyze Red Rubber band clients and Aging reports to provide insights and recommendations to management.
- Monitor accounts receivable aging and follow up on overdue accounts.
- Negotiate payment plans, and payment accommodations with clients as necessary.
- Reconcile accounts receivable ledger to ensure all payments are accounted for and properly posted.

Process Improvement and Client Care:

- Analyze billing data to identify trends, discrepancies, or areas for improvement.
- Identify opportunities to enhance billing procedures and systems to improve efficiency and accuracy.
- Stay updated on billing regulations, industry best practices, and client-specific billing guidelines, ensure adherence to legal and ethical billing practices, including maintaining confidentiality of client information.
- Monitor and resolve any compliance-related issues or concerns.

Other:





- Provide excellent customer service to clients, addressing any concerns promptly and professionally.
- Strive to provide a positive and empathetic experience for clients, demonstrating genuine care and understanding of their concerns.
- Uphold the strictest confidentiality standards and exercise discretion when handling sensitive client information.
- Create and maintain a positive work environment and culture.
- Other duties or projects as requested.

What You'll bring: (Essential Qualifications)

Education/Certification:

- High school diploma or equivalent required. College degree preferred.

Experience:

- 3+ years of legal billing experience, preferably within a law firm.
- Proficiency with legal billing software and systems, Clio preferred.

Knowledge/Skills:

- Strong interpersonal skills effectively managing through conflict and building trusting relationships with both internal partners and external clients.
- Strong project management skills efficiently managing multiple projects and tasks with competing priorities.
- Strong knowledge of legal billing practices.
- Analytical and problem-solving skills effectively identifying and resolving billing-related issues.
- Acts with integrity and professionalism, and maintains confidentiality.
- Effectively learns and adapts to new technologies.
- Exceptional organizational skills and attention to detail.
- Strong time management skills and sense of urgency.
- Possess a client service mindset with strong verbal and written communication skills.
- Proficiency with Microsoft Office Suite, especially data analysis with Excel.
- General knowledge of the State Bar Court, legal terminology, and court procedures preferred.
- Effectively speaks, reads, and writes in English.

Pregunta(s) de postulación:

- Are you familiar with the Independent California litigation deadline calculation and the Code of Civil Procedure (CCP)?

Experiencia:

- Clio o CRM legal: 1 año (Obligatorio)

Idioma:

- Ingles avanzado (Obligatorio)

Lugar de trabajo: Empleo remoto

📌 Legal Billing Specialist (Colombia)
🏢 Flowz Staffing
📍 Colombia