Accounts Receivable Assistant / Billing Specialist
Responsibilities:
• Review and process client contracts; accurately add retainer information to Clio.
• Post received case payments, process credit card payments, and set up automatic monthly payments as needed.
• Contact clients about declined credit card payments, update credit card info, and add notes to Cerenade for outstanding balances.
• Enter cost logs, USPS/FedEx shipments, expense reports, and hourly time entries accurately.
• Generate invoices for legal fees, filing fees, and attorney expense reports.
• Monitor office calendar for prep appointments; contact clients for balances due.
• Review calendar invites for hearings, interviews, or prep appointments to collect past due balances.
• Respond to office emails on case status, file audits, client info changes, billing concerns, and account status requests.
• Update QuickBooks and Cerenade as needed.
• Review daily mail emails to collect balances due; respond to billing group chats.
• Answer billing calls and respond to voicemails throughout the day.
• Respond to client inquiries; forward to case managers or attorneys and follow up as necessary.
• Review client billing; follow up on payment status, generate small balance adjustments, or review eligibility for collections/bad debt write-off.
• Assist with billing specialist duties during team member absences.
Additional Information:
• Duties and responsibilities may change at any time.
