Account Receivable SPECIALIST

✅ Core Responsibilities Expense Management

Retrieve and process invoices for Service of Process and Depositions/Transcripts Review Firm E-Filing reports and reconcile expenses per matter Accurately enter vendor information, amounts, and dates into Clio Attach supporting documentation and submit check requests

Billing & Accounts Receivable

Create and send invoices for flat fees and retainers Apply and confirm payments in Clio and mark invoices as paid Handle client billing inquiries professionally Manage A/R collections through follow-ups and communication tracking

Contract Administration

Draft Fee Representation Contracts and Addendums Manage end-to-end e-signature processes Store executed contracts in Clio and update tracking systems

Tax Coordination

Draft Designations of Tax Refunds Verify all details before submission Liaise with U.S. tax offices via phone and email Track updates and maintain accurate matter notes

Data & Contact Management

Maintain the firm’s database within Clio Create, update, and link contacts to specific legal matters Ensure data accuracy and organization across systems

🎓 Requirements ✅ English Level: C1 (Advanced) – strong written and verbal communication ✅ 2–3 years of experience in: Legal billing Accounting Intake coordination (All relevant experience levels will be considered) ✅ Advanced proficiency in Clio (mandatory) ✅ Experience with: E-signature tools PDF/document management

✅ Comfortable making outbound calls to U.S. tax offices ✅ Strong attention to detail and accuracy ✅ Ability to manage sensitive information confidentially 🧠 Key Skills Technical & Operational Advanced Clio system management Billing, invoicing, and accounts receivable handling Document and contract processing Data entry accuracy and validation

Communication Professional client communication (written and verbal) Ability to handle billing inquiries and follow-ups Clear documentation of updates and interactions

Organization & Execution Strong multitasking and prioritization skills Ability to manage multiple matters simultaneously High attention to detail in financial and legal data

🌟 What Success Looks Like Accurate and timely billing with minimal errors Fully reconciled expenses and organized documentation Smooth contract execution and tracking Strong client communication and follow-through Efficient use of Clio for matter and financial management Proactive issue resolution and process improvement

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