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Legal Billing Specialist

3 months ago

Ventura, United States Hermance Law Full time
Job DescriptionJob Description

As a Billing Specialist for our Estate Planning Law Firm, you will play a crucial role in ensuring accurate and timely billing processes. You will be responsible for managing client billing, invoicing, and resolving billing discrepancies. Your attention to detail, organization skills, and understanding of legal billing procedures will contribute to the efficient financial operations of our firm. 

Compensation:

$20 - $23 hourly

Responsibilities:

Billing Management 

  • Generate and review client invoices for accuracy and compliance with billing guidelines. 
  • Ensure timely delivery of invoices to clients via mail or electronic means. 
  • Submit insurance payment requests and track payments. 
  • Maintain billing records and documentation in accordance with firm policies and regulatory requirements. 

 Client Communication: 

  • Address client inquiries regarding billing statements, invoices, and payment terms. 
  • Provide explanations and resolve discrepancies related to billing matters in a professional and courteous manner. 
  • Collaborate with attorneys and legal staff to address client billing concerns promptly. 

 Reporting: 

  • Prepare regular reports on billing activities, including outstanding invoices, billable/non-billable hours, and collections. 
  • Assist in analyzing billing data to identify trends, improve billing processes, and maximize revenue. 

 Compliance and Documentation: 

  • Ensure compliance with legal and ethical standards in billing practices. 
  • Maintain confidentiality of client information and billing records. 
  • Keep abreast of changes in billing regulations and best practices within the legal industry. 

 Administrative Support: 

  • Support administrative tasks related to billing, such as data entry, filing, and record keeping. 
  • Collaborate with other administrative staff to streamline billing workflows and improve efficiency. 
  • Back-up administrative support as needed including phones, mail, copying, scanning, etc. 
Qualifications:
  • Proven experience in billing, preferably in a legal or professional services environment. 
  • Familiarity with legal billing software and accounting systems (e.g., Clio, LawPay). 
  • Understanding of legal billing practices, including billable hours, retainer agreements, and fee structures. 
  • Knowledge of relevant regulations and compliance standards governing legal billing. 
  • Ability to work collaboratively within a team and contribute to a positive work environment. 
  • Willingness to adapt to changing priorities and support colleagues as needed. 
  • Strong attention to detail and accuracy in financial transactions. 
  • Excellent communication and interpersonal skills for interacting with clients and colleagues. 
  • Proficiency in MS Office applications, particularly Excel for financial reporting. 
  • Ability to prioritize tasks and work effectively in a fast-paced environment. 


About Company

We are a boutique law firm that focuses on estate planning, probate, and trust administration. We pride ourselves on delivering a personalized, seamless client experience by combining expert legal knowledge with cutting-edge technology.

At our firm, teamwork is at the heart of everything we do. Our mission is simple: to understand and meet each client's unique needs with compassion, empathy, and respect. Together, we work tirelessly to provide unwavering support for clients and their families, ensuring a smooth journey through the complexities of estate matters.