Legal Billing Specialist

We’re looking for someone who is highly organized, detail-oriented, proactive, and comfortable taking ownership of the billing process from start to finish.

Most Importantly

We want someone who owns the process someone who notices when something is missing, follows up without being asked, catches discrepancies, and makes sure financial matters are completed accurately and on time.

• Manage the Firm’s twice-monthly billing cycle, including preparing and reviewing client invoices for accuracy and completeness.

• Monitor accounts receivable and proactively follow up on outstanding balances and retainer requirements.

• Accurately apply client payments and maintain current financial records in Clio.

• Prepare, issue, and track retainer replenishment requests to ensure adequate funding.

• Maintain accurate client trust/IOLTA records and process approved transfers in accordance with Firm procedures.

• Record and track case-related expenses and process approved payments and reimbursements.

• Assist with case budgeting, attorney timekeeping, and preparation of financial reports.

• Respond promptly and professionally to client inquiries regarding invoices, payments, retainers, and account balances.

• Collaborate with attorneys, Firm leadership, and the bookkeeper to research and resolve billing, payment, and account discrepancies.

• Experience in legal billing, law firm accounting, bookkeeping, accounts receivable, or a similar financial role.
• Proficiency with Clio or comparable legal billing software is preferred.
• Familiarity with IOLTA/trust accounting is strongly preferred.
• Strong attention to detail and commitment to financial accuracy.
• Excellent organizational skills and ability to manage recurring deadlines.
• Professional communication skills, both written and verbal.
• Ability to work independently and take ownership of the billing process from start to finish.