Client Account Specialists (Law Firm)

This role is responsible for managing client account setups, billing, collections, and overall portfolio management. The ideal candidate is proactive, detail-oriented, and skilled in building collaborative relationships with attorneys and clients throughout the billing and collections cycle.

• Build and maintain professional, collaborative relationships with attorneys, staff, and clients to ensure accurate and timely billing and collections.
• Manage complex billing arrangements, including client-level billing and collections oversight.
• Train and mentor billing specialists, fostering a culture of accuracy, accountability, and efficiency.
• Verify billing rates, review and implement client billing guidelines, and monitor fee caps, discounts, and matter budgets.
• Oversee the complete billing process from prebill review through final submission; ensuring compliance with client specifications.
• Partner with eBilling Coordinators and Systems Administrators to set up new client accounts, resolve technical issues, and ensure successful eBill submissions.
• Communicate directly with clients and attorneys regarding billing and collections; prepare and deliver reports as requested.
• Respond to inquiries regarding accruals, audits, and payment reports; analyze data trends to identify and recommend process improvements.
• Prepare accurate monthly billing and collection forecasts; maintain portfolio status reports and monitor daily billing activity.
• Assist with cash applications and ensure accurate handling of unapplied funds and trust accounts.
• Participate in cross-training and knowledge-sharing efforts to support seamless client service coverage.