CBL Legal Talent · 5 hours ago
Billing Specialist
Oakland, CA
Full-time
Onsite
Mid Level
3+ years expCBL Legal Talent is seeking a Legal Billing and Collections Specialist responsible for full-cycle billing and collections functions. The role requires a proactive problem-solver who can provide outstanding service to attorneys and clients while managing multiple projects in a fast-paced environment.
Staffing & Recruiting
Hiring Manager
Abhishek Kushwah
Responsibilities
Generate monthly pre-bills and verify correct billing rates before distribution to Billing Attorneys
Edit and finalize client invoices
Prepare write-off request forms for approval (if necessary)
Pull and copy expense backup to accompany invoices
Mail/scan/e-bill final invoices to clients
Process revised invoices upon request of attorney and/or client
Review client contracts for billing guidelines and set up spreadsheet in Excel
Update client budgets in billing system
Make changes or corrections to time entries requested by the timekeeper in the billing system
Calculate and prepare rate increases annually for assigned clients
Timely respond to questions and inquiries from internal and external clients
Prepare daily deposit and post cash receipts which includes scanning checks and backup documents for online filing
Assist team members with their client billing lists
Manage and prioritize multiple projects simultaneously
Work cordially, cooperatively, and productively with department and firm employees
Ability to work under pressure and deadlines and produce a quality product
File client-matter documentation electronically and in iManage
Collaborate with Billing Attorneys on collections, with ability to interact with clients regarding same
Monitor and track accounts receivables to ensure collection goals are met
Other functions as assigned; and
Work overtime as needed
Qualification
Required
Minimum of 3 years' work experience as a Legal Billing Specialist using billing software
Must have strong technology skills including MS Office Suite (Excel) and an ability to leverage technology to enhance processes
Ability to maintain high ethical standards and strict confidentiality of all information that the employee may receive as a result of their role
Desire to maintain and update skills as required by the position
Capability to organize and prioritize numerous tasks and complete them under time constraints and within budget
Strong written and verbal skills
Interpersonal skills necessary to communicate in person and by phone with a diverse group of attorneys, staff and vendors to provide information with courtesy and tact
Preferred
Prior collections experience a plus
Company
CBL Legal Talent
CBL legal talent was incepted in 2019 with a vision by group of experienced recruitment professionals trying to create a difference to their esteemed legal clients by building their team of qualified-professionals.
11-50 employees
Funding
Current Stage
Early StageCompany data provided by crunchbase