Legal Billing Clerk
hace 19 horas
Syracuse
Job Description Nave Law Firm is a growing law firm headquartered in downtown Syracuse, recognized as one of the area’s best companies to work for three years in a row. We are seeking an organized and detail-oriented Billing/AR Clerk to join our administrative team. This role supports the firm’s billing, accounts receivable, retainer management, and client payment processes. The ideal candidate is accurate, dependable, comfortable working with financial information, and able to communicate professionally with clients and internal team members. At Nave Law, client service is a top priority. We are looking for someone who can help ensure client billing is handled clearly, accurately, and professionally. Perks and Benefits Nave Law offers a strong benefits package, including: • Paid parking., • 401(k)., • Medical, dental, and vision benefits., • Unlimited personal time off., • A supportive team environment., • Opportunities for growth and development., • Additional benefits and perks. Job Summary The Billing/AR Clerk has three primary responsibilities: • Manage client retainers, including sending retainers, following up with clients, and helping ensure payment plans are properly entered and tracked., • Manage accounts receivable, including client payment plans, declined payments, outstanding balances, deposits, and payment records., • Support the firm’s billing process, including monthly billing, retainer refills, invoicing, and accurate record keeping. Essential Job Duties and Responsibilities • Billing and Accounts Receivable., • Send client retainers through the firm’s CRM or create them manually when needed., • Follow up with clients regarding unsigned or outstanding retainers., • Input and update client payment plans in the appropriate systems., • Manage client payment plans and payment plan change requests., • Monitor declined payments and follow up on outstanding balances., • Update the CRM with declined payment information., • Apply payments received in QuickBooks Online., • Prepare and process bank deposits., • Assist with physical bank deposits when needed., • Apply deposits in QuickBooks Online., • Manage communication with the firm’s outside collection agency., • Maintain accurate billing and payment records., • QuickBooks and Invoicing., • Create new client invoices., • Create invoices for earned funds during the monthly billing process., • Create invoices for retainer refills., • Create credit memos and refund receipts when applicable., • Assist with financial reporting and billing-related analysis when needed., • Monthly Billing and Retainer Refills., • Follow the firm’s monthly billing process., • Send monthly bills to clients., • Generate trust management reports., • Help identify clients who need a plan to refill their retainer., • Coordinate with legal teams regarding retainer refill needs., • Work with clients to refill retainers when needed., • Credit client bills in Clio when applicable., • Ensure all billing credits are properly tracked., • Administrative Support., • Handle incoming and outgoing billing-related correspondence., • Update and maintain the firm’s billing software and systems., • Assist with filing, scanning, photocopying, and other general office tasks when needed., • Maintain confidentiality when handling client and financial information., • Ensure billing practices follow ethical and legal standards. Qualifications • High school diploma or equivalent required., • Previous experience in accounts receivable, billing, bookkeeping, or a related field is preferred., • Knowledge of basic accounting principles and billing practices is preferred., • Legal billing experience is preferred but not required., • Strong attention to detail and accuracy., • Excellent organizational and time management skills., • Ability to manage multiple tasks and deadlines., • Strong written and verbal communication skills., • Professional and client-focused approach., • Ability to work collaboratively with the administrative team, attorneys, paralegals, and other staff., • Comfortable communicating with clients regarding payment questions, balances, and billing issues. Software and Technical Skills • Experience with QuickBooks Online is preferred., • Experience with Clio is preferred but not required., • Experience with LawPay, Salesforce, or similar CRM/payment systems is helpful., • Proficiency with Microsoft Office, especially Excel, is preferred., • Ability to accurately enter, review, and maintain financial data.Company DescriptionNave Law Firm was founded to disrupt the legal industry by thinking differently about the business of law. Our difference is simple: we focus on improving the client’s legal experience while building a people-first culture rooted in growth, advocacy, and teamwork. As a 5-time winner of Best Company to Work For, we are committed to creating an environment where our team feels supported, challenged, and empowered to make an impact. Our vision is to help solve everyday people problems. We accomplish this through our commitment to the communities we serve, our clients, and each other.Nave Law Firm was founded to disrupt the legal industry by thinking differently about the business of law. Our difference is simple: we focus on improving the client’s legal experience while building a people-first culture rooted in growth, advocacy, and teamwork.\r\n\r\nAs a 5-time winner of Best Company to Work For, we are committed to creating an environment where our team feels supported, challenged, and empowered to make an impact.\r\n\r\nOur vision is to help solve everyday people problems. We accomplish this through our commitment to the communities we serve, our clients, and each other.