Law Office of Bryan Fagan · 2 weeks ago
AR Collections Specialist Dallas
Dallas, TX
Full-time
Onsite
Entry, Mid Level
2+ years expThe Law Office of Bryan Fagan is seeking an Account Representative to serve as the primary point of contact for existing clients, ensuring high levels of engagement and satisfaction. The role focuses on client relationship management, contract compliance, and financial accountability while maintaining proactive communication and oversight of client accounts.
Law Practice
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
Monitor all assigned client accounts to ensure legal service delivery is on track
Maintain and update financial information and case milestones across various platforms, including Clio, Google Sheets, and internal systems
Ensure accurate documentation of all client interactions in CRM and case management systems
Maintain high client engagement through personalized communication, case status updates, and milestone celebrations
Qualification
Required
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
Benefits
401(k)
Dental insurance
Health insurance
Life insurance
Vision insurance
Company
Law Office of Bryan Fagan
The Law Office of Bryan Fagan is a divorce law firm that specializes in helping individuals navigate the complex legal processes of divorce and family law matters.
51-200 employees
Funding
Current Stage
Growth StageCompany data provided by crunchbase