V107 - Billing and Collection Specialist

Job Duck LLC; United States; Remote; USD 53,000 - 57,000; Full time

Job summary

Job Duck LLC is seeking a Billing Specialist to guide clients through the financial side of their case in a remote US-based role. You will help clients understand costs, timelines, and how payments connect to outcomes for themselves and their families.

Responsibilities include documenting instructions in Clio, keeping AR below thresholds, delivering billing tutorials, and providing weekly updates. English and Spanish are used in daily client interactions.

Qualifications

• 2+ years in billing, collections, or accounts receivable in a professional services environment.
• Comfort with outbound phone calls and client-facing conversations.
• Proficiency with practice management software (Clio Manage preferred).
• Ability to read and interpret legal invoices, time entries, trust account statements, and engagement agreements.
• Strong written communication for documented escalations, client correspondence, and weekly deliverables.
• Proficiency with Google Workspace (Gmail, Sheets, Calendar, Drive).
• Prior use of LawPay, Dialpad, or Clio Grow.

Responsibilities

• Walk clients through payment options and explain financial implications.
• Document instructions in Clio at the matter level the same day.
• Flag matters below trust threshold to the attorney the same day.
• Deliver a billing tutorial within five business days of new client retention.
• Maintain accounts receivable below 2% of total billings.
• Lead collections conversations with a brief case update and balance discussion.
• Log every billing complaint with timestamp and route to the attorney via email.
• Keep Trust Accounts funded and clients informed.
• Provide specific dollar ranges for upcoming cost events.
• Produce a weekly deliverable: resolved and pending complaints.
• Check calendars for hearings and initiate additional retainer requests.
• Call every client before replenishment requests; no email without a call.
• Confirm credits, write-offs, and billing holds in writing before finalizing bills.

Skills

Billing experience

Outbound calls

Google Workspace

Reading invoices

Tools

Clio Manage

LawPay

Dialpad

Clio Grow

Job description

For ambitious, culturally diverse, curious minds seeking booming careers, Job Duck unlocks and nurtures your potential. We connect you with rewarding, remote job opportunities with US-based employers who recognize and appreciate your skills, allowing you to not just survive but thrive. As a lifestyle company, we ensure that everybody working here has a fantastic time, which is why we’ve earned the Great Place to Work Certification every year since 2022!

Job Description

The Billing Specialist is the person who walks beside the client through the financial side of the hardest experience of their life. You are their guide. You help them understand where their money is going, why it matters, and how every dollar they invest connects to the outcome they're working toward for themselves and their family. You are part of their walk, connecting their payment to their goal. Teaching people how to use the service, showing them the value of what their legal team is doing, and making the financial side of their case feel manageable instead of terrifying. When you do that well, collections happen naturally. Clients who feel informed and cared for pay. The people who thrive in this role are someone who genuinely likes people and is energized, organized without being rigid, and does not wait to be told what needs to happen,

Compensation Range: 1,015 USD to 1,100 USD

Responsibilities

• When a client says they cannot pay, walk through every available option: credit cards, personal loans, family support, employer assistance, legal fee financing programs. Explore before you accept.
• When attorneys communicate retainer reductions or billing pauses, document the instruction in Clio at the matter level the same day.
• Flag any matter below the trust threshold to the assigned attorney the same day.
• Within five (5) business days of a new client retaining the firm, deliver a billing tutorial covering retainer structure, evergreen replenishment, invoice format, and what to expect at each stage of their case.
• Maintain accounts receivable below 2% of total billings.
• Lead every collections conversation with a brief case update: what was accomplished, what is upcoming, how the work moves the client closer to their goal. Then address the balance.
• Log every billing complaint in the tracker with a documented timestamp and route it to the responsible attorney via email.
• Keep Trust Accounts Funded and Clients Informed
• Provide specific dollar ranges for upcoming cost events, so the client is never surprised.
• Produce a weekly deliverable every Friday: complaints resolved this week and complaints still awaiting attorney response.
• Check attorney calendars for upcoming hearings, mediations, and trials. Initiate additional retainer requests.
• Call every client before sending a replenishment request. No replenishment email goes out without a phone call attempt.
• Confirm all credits, write-offs, and billing holds in writing before any related bill is finalized.

Requirements

• 2+ years in billing, collections, or accounts receivable in a professional services environment. Law firm experience strongly preferred.
• Comfort with outbound phone calls and client-facing conversations.
• Proficiency with practice management software (Clio Manage preferred)
• Ability to read and interpret legal invoices, time entries, trust account statements, and engagement agreements.
• Strong written communication for documented escalations, client correspondence, and weekly deliverables.
• Proficiency with Google Workspace (Gmail, Sheets, Calendar, Drive).
• Prior use of LawPay, Dialpad, or Clio Grow.

Work Shift

9:00 AM - 6:00 PM [EST][EDT] (United States of America)

Languages

English, Spanish