Are you highly organized, exceptionally detail-oriented, and passionate about maintaining financial health in a professional setting? We are seeking a dedicated Billing & Collections Specialist to manage our law firm’s billing lifecycle, retainer replenishments, and accounts receivable (A/R) collections.

Your primary goal will be to ensure our firm maintains a healthy cash flow to support continuous growth and firm obligations, ensuring our legal team can focus entirely on serving paying clients. In this role, you will work under the direct supervision of the firm's owner and directly with clients to establish pre-approved payment plans.

• Communicate with clients via phone and email to answer billing questions, resolve billing concerns, and establish payment plans
• Manage collections, including incoming cash, check, and credit card payments, in accordance with procedures
• Manage Client Retainer Accounts
• Assist with chargeback resolution
• Reconciliation of credit card processor receipts to the firm's bank accounts
• Assist the owner of the Firm with Performance Metrics (KPI Reports)
• Prepare, review, and revise prebills to ensure they are accurate and written to convey thought, progress, and value to the client
• Prepare and send final invoices to clients and collect payments
• Reconcile the credit card used for client expenses
• Assist with the reconciliation of Trust Accounting in billing software

Education & Experience

• Associate’s degree or equivalent experience
• Preferred: A minimum of 5 years of Customer Service or Collections experience specifically within a legal setting

Required Technical Skills

• Solid understanding of Basic Accounting Principles
• Proficiency in Data Entry (CRM/CMS) systems
• Strong command of Microsoft Office 365 (Outlook, Word, and Excel)
• Excellent Verbal and Written Communication skills

Join our thriving team and become an essential part of our expanding law firm. Our mission is to empower clients to create meaningful legacies with confidence and grace. We are a woman-owned estate law firm that has been in practice in Collin County for well over a decade. We have a strong reputation for providing effective and competent legal solutions to individuals, families, and business owners.