The Billing Specialist is responsible for supporting the Firm’s billing and collections operations by ensuring accurate timekeeping, timely invoice generation, payment processing, and management of accounts receivable. This role works closely with attorneys, staff, and clients to ensure billing records accurately reflect services performed, invoices are delivered on schedule, and payments are collected in accordance with Firm policies.

The Billing Specialist plays a key role in maintaining the Firm’s financial health by monitoring retainers, managing payment plans, and supporting collections efforts while maintaining a high level of professionalism and client service.

Responsibilities

1. Billing & Timekeeping
- Review and monitor attorney and staff time entries for accuracy, completeness, and timeliness.
- Coordinate with attorneys and staff to correct or clarify time entries when needed.
- Edit billing narratives for clarity, grammar, and consistency with Firm standards.
- Identify potential billing discrepancies such as duplicate entries or incorrect matter assignments.

2.



Invoice Preparation
- Generate and review client invoices in accordance with Firm billing policies and schedules.
- Ensure invoices are accurate, properly formatted, and delivered to clients in a timely manner.
- Maintain accurate billing records within the Firm’s billing and case management systems.

3. Payment Processing
- Process client payments and record transactions accurately in the Firm’s billing system.
- Monitor retainer balances and ensure timely replenishment in accordance with engagement agreements.
- Manage installment payments and automatic payment arrangements.

4. Accounts Receivable & Collections
- Monitor accounts receivable and ageing reports.
- Contact clients regarding outstanding balances and follow up on overdue invoices.
- Coordinate payment plans in accordance with Firm policies.
- Escalate delinquent accounts to management when necessary and assist with collections

📌 Billing Specialist (México)
🏢 The Florida Probate & Family Law Firm
📍 México