Legal Billing Specialist

firstPRO, IncSan Francisco, CA, United States

4 days ago

Job type

Full-time

Job description

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Our client is seeking a diligent and experienced billing coordinator to join their team on a contract basis. This role will assist in managing billing activities for a designated portfolio of legal professionals and clients.

Full-time : M-F
Hybrid (3 days onsite)

Responsibilities :

Develop in-depth understanding of client-specific billing arrangements, including terms, rate structures, and invoicing preferences.

Generate and process invoices promptly and accurately, aligning with contractual agreements and discount terms.

Utilize best practices to review, format, and distribute billing drafts and finalized invoices to clients.

Ensure all submissions, especially electronic invoices, meet client-specific documentation and timeline requirements.

Manage invoice revisions and billing adjustments promptly to maintain smooth cash flow and client satisfaction.

Oversee billing activity for assigned attorneys, providing regular updates on outstanding billables and aged accounts.

Collaborate with legal support staff and leadership to escalate and resolve overdue or disputed charges.

Recommend financial write-offs where collections are no longer feasible or practical.

Respond to information requests regarding billing details, account balances, accruals, and transaction discrepancies.

Act as an advisor on billing protocols, policies, and compliance measures for internal and client-facing communications.

Generate and distribute reports detailing unbilled hours and expenses for active matters.

Review and resolve underpaid invoices by identifying discrepancies and following up accordingly.

Leverage data tools (such as Excel and internal dashboards) to fulfill ad hoc reporting and data analysis needs.

Support cash application by identifying and resolving unidentified payments efficiently.

Help staff and attorneys resolve time entry and matter allocation issues.

Coordinate with the Pricing Team for review and approval of any proposed alternative billing structures.

Maintain accurate records of billing procedures, key deadlines, and client-specific preferences.

Assist with legal audit responses by promptly providing requested financial records and account details.

Qualifications :

2+ years of experience in a professional services firm

Proficiency in billing systems like 3E, Elite, or Aderant

Demonstrated analytical and problem-solving capabilities

Strong collaboration and communication skills with a professional demeanor

Client-focused mindset with the ability to manage multiple tasks in a dynamic, fast-paced environment

Able to operate independently and handle sensitive information with discretion

Flexibility to work extended hours during peak periods to meet billing deadlines

Seniority level

Associate

Employment type

Contract

Job function

Accounting / Auditing

Industries

Staffing and Recruiting

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Legal Billing Specialist • San Francisco, CA, United States

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