Legal Billing Representative I

Department: Billing    Employment Type: Full Time    Location: Houston/Corporate

About the role

This role is an entry-level opportunity to support the functionality of the Account Representative/Billing Representative II role, offering a direct path into the Billing function. The Billing Representative 1 ensures case closeout accuracy and manages the administrative volume that supports it—including case-file maintenance, data entry, and moving files through to refund or collections—as well as other administrative tasks to support the billing function.

The Law Office of Bryan Fagan excels in family, estate planning & probate, and criminal law matters, with 16 offices across Texas and more on the way.

Responsibilities

• Support case closeout in Clio, including moving files to refund or collections stage with accurate documentation.
• Perform case review administration and maintain billing-relevant accuracy of case files inside Clio.
• Complete data entry tasks tied to active cases, intake records, and billing hand-offs.
• Receive, track, and complete billing- and case-related tasks assigned by Account Representatives through HubSpot, the firm's central tasking system.
• Schedule case strategy sessions for clients in trial mediation or with high-debt case profiles.
• Handle calendaring for assigned Account Representatives, including confirming and adjusting appointments.
• Assist with scanning and digitizing client and case documentation.
• Provide backup coverage for the main receptionist and other duties as needed.

Requirements

• One or more years of experience handling high-volume data entry roles that required a high level of accuracy accountability.
• Strong verbal and written communication skills.
• Intermediate skills with MS Office or Google Workspace (Gmail, Documents, Sheets, Calendar, Drives, etc).
• Solid data entry skills and comfort with high volume and accurate entries.
• Ability to follow structured workflows and complete assigned tasks without close supervision once trained.
• Reliability and punctuality—this role directly supports revenue-generating case teams.

Preferred Qualifications

• Prior administrative experience in customer service or legal-support office experience.
• Familiarity with CRM or case management software (e.g., HubSpot, Clio, or similar platforms).

Competencies

(in order of importance)

• Integrity – Job requires being honest and ethical.
• Attention to Detail – Job requires being careful about detail and thorough in completing work tasks.
• Dependability – Job requires being reliable, responsible, and dependable, and fulfilling obligations.

Benefits

• 401K – with matching up to 5%
• Medical Insurance
• Dental insurance
• Health insurance
• Vision insurance
• Life Insurance
• Long & Short Term Disability Insurance