Legal Client Relations & Billing Specialist

Law Office of Bryan Fagan; Houston (TX); Hybrid; USD 52,000 - 78,000; Full time

Benefits offered by this job

401K - with matching up to 5%

Medical Insurance

Dental insurance

Health insurance

Vision insurance

Life Insurance

Long & Short Term Disability Insurance

Job summary

The Law Office of Bryan Fagan is seeking an Account Representative/Collections Billing Specialist to be the primary contact for existing clients, driving engagement, satisfaction and retention.

Based in Kingwood, this full-time role requires excellent communication and data skills, with proficiency in Clio, Google Sheets and internal case management platforms to monitor billing milestones.

The position reports to Mollie Levar and sits in the Office Administration department.

Qualifications

• 2+ years of experience in customer service, client success, or account management (preferably handling collection/client relations in legal, financial, or professional services)
• Strong verbal and written communication skills across phone, email, and text platforms
• Proficient in CRM and productivity tools including Clio, Google Sheets, and internal case management platforms
• Demonstrated ability to manage multiple accounts and prioritize effectively
• Proficient in Excel

Responsibilities

• Serve as the dedicated liaison for active clients throughout the lifecycle of their case or engagement.
• Build and maintain strong relationships with clients by offering support, solutions, and timely updates.
• Conduct scheduled check-ins to assess client satisfaction and address concerns proactively.
• Meet with clients at designated stages of their case, such as mediations, depositions, arbitrations, and trial to ensure transparency, preparedness, and understanding of both legal and financial expectations.
• Engage in heavy client communication using multiple channels, including verbal (calls and meetings), written (emails, letters), and texting, using platforms like Clio, client portals, and secure messaging tools.

Skills

Client management

Communication

CRM tools

Excel

Time management

Clio

Google Sheets

Case management platforms

Tools

Clio

Google Sheets

Case management platforms

Job description

The Law Office of Bryan Fagan is seeking an Account Representative/Collections Billing Specialist to be the primary contact for existing clients, driving engagement, satisfaction and retention.

Based in Kingwood, this full-time role requires excellent communication and data skills, with proficiency in Clio, Google Sheets and internal case management platforms to monitor billing milestones.

The position reports to Mollie Levar and sits in the Office Administration department.