Intake & Billing Coordinator jobs in United States
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Davidson & Seseri, LLC · 5 hours ago

Intake & Billing Coordinator

Davidson & Seseri, LLC is a Chicago-based boutique law firm specializing in immigration and nationality law. They are seeking an Intake & Billing Coordinator to manage the client intake process, handle invoicing, and ensure client satisfaction throughout the billing procedures.

Law Practice

Responsibilities

Serves as main point-of-contact for potential clients from initial contact throughout retention process
Schedules calls and consultations with attorneys, ensures pre-consultation documents and payments complete, handles initial set-up of foreign national profile in case management database, and confirms outcome with attorneys’ post-consultation
Uses case management database to track reminders and send notifications to current and prior clients regarding upcoming eligibility for immigration benefits
Prepares retainers and invoices for new matters, tracking retention status and following up in accordance with firm protocols
Executes signed retainers and issues payment receipts upon client retention
Processes hourly invoices monthly, flagging any requiring attorney review, settling approved invoices, and sending monthly billing statements for matters billed hourly
Monitors client retainer funds, following up on replenishment with attorneys and clients as needed
Prepares ad hoc invoices, monitors and follows up on outstanding billing, and coordinates with Office Manager to track and follow up on missed installment payments

Qualification

Customer serviceCommunication skillsMicrosoft Office SuiteCase management databasesFluency in EnglishSpanishCalendar managementInterest in technologyFluency in RussianTime managementTeamwork

Required

Friendly and professional demeanor, with demonstrated proficiency in customer service and/or sales and strong desire to learn
Excellent verbal and written communication skills
Experience in calendar management and handling large volumes of calls
Ability to work independently and within teams, manage time and workloads efficiently, and keep deadlines
Competency in Microsoft Office Suite
Consistent timeliness and task execution
Fluency in English and Spanish (spoken and written)
Interest in technology applied to the field of law

Preferred

Associate or bachelor's degree
Familiarity with case management databases (e.g., LawLogix), project management software (e.g., ClickUp), Microsoft Excel, and/or e-signing platforms (e.g. PandaDoc)
Prior experience in a law firm setting
Fluency in Russian (or other languages) a plus

Benefits

Retirement savings with employer match
Medical insurance with company subsidized premiums, life insurance, and HSA
Paid time off (incremental with length of employment), paid sick leave (5 days), federal holidays, and annual end-of-year office closure
Costco membership
In-office coffee, tea, and snacks; catered birthday lunches

Company

Davidson & Seseri, LLC

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Davidson and Seseri is a full-service immigration and nationality law firm located in Chicago, Illinois.

Funding

Current Stage
Early Stage

Leadership Team

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Mark Davidson
Partner
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Company data provided by crunchbase