Billing Specialist

About the Role

The Billing Specialist processes the daily deposit for payment of attorney invoices and is assigned to specific e-billing systems and clients to ensure attorney invoices are properly uploaded for payment approval. This role also performs a variety of accounting duties, including collections, and maintains contact with attorneys, staff, vendors, and clients regarding invoice status.

Responsibilities

• Submit invoices through various e-billing platforms.
• Perform daily deposits and apply paper checks, ACH/EFT payments, and credit card payments to the appropriate case and invoice as directed by clients.
• Process refunds for overpayments on invoices, saving all documentation to the specific case in the system.
• Research and apply prepaids in the system to the appropriate case and maintain the itemized prepaid spreadsheet daily.
• Research outstanding WIP for all clients, processing deletions, updating and maintaining billing entries in the system and spreadsheet weekly for accuracy.
• Add ACH clients upon request and maintain the ACH spreadsheet for accuracy.
• Maintain the spreadsheet for paper-billed clients when changes occur.
• Handle specific clients within assigned bill review systems (future responsibility).
• Research and respond to inquiries regarding billing issues or problems with client-based invoices for approval and payment.
• Communicate with electronic bill review systems, attorneys, staff, and adjusters to ensure invoices are successfully uploaded and approved.
• Work with clients to ensure budgets and matters are added to the electronic bill review system to resolve rejection issues.
• Review and verify the accuracy of billing and supporting documentation.
• Apply firm billing guidelines to assigned clients within bill review systems.
• Maintain collections for specific electronically billed clients and save collection efforts/emails to cases in the system.
• Process write-offs following firm policy.
• Create and distribute accounts receivable reports when requested.
• Ensure strict confidentiality at all times.
• Assist with special projects and other duties as assigned.

Requirements

• High school diploma or GED (or equivalent) required; associate or bachelor’s degree in accounting preferred.
• 1-2+ years of e-billing and accounts receivable experience in a law firm.
• Experience with e-billing platforms (e.g., TyMetrix, LegalX, etc.).
• Perfect Law Legal software experience preferred.
• Proficiency with Microsoft Office.
• Ability to handle a high volume of invoices each month.
• Strong communication skills with attorneys, staff, and clients.
• Ability to organize workflows, multitask, and prioritize in a fast-paced environment.
• Strong attention to detail and ability to adapt to changing priorities.
• Ability to anticipate work needs and follow through with minimal direction.
• Commitment to firm and client confidentiality.

Benefits

• Medical, Dental, and Vision insurance.
• Group Term Life Insurance and Voluntary Term Life Insurance.
• Critical Illness and Accident insurance.
• HSA and FSA options.
• Pre-tax Transit and Parking benefits.
• 401(k)/Roth retirement plan with company match.
• Generous time off policy.