About this role

Support the firm’s billing, expense tracking, client communication, and matter management processes within Clio.
Retrieve and process invoices for Service of Process and Depositions/Transcripts.
Review Firm E-Filing reports and reconcile expenses per matter.
Create and send invoices for Flat Fees and Retainers.
Confirm and apply payments in Clio; mark invoices as paid.
Draft Fee Representation Contracts and Addendums.
Manage the end-to-end e-signature process; save executed versions in Clio and update internal tracking spreadsheets.
Draft Designations of Tax Refunds and verify all details.
Maintain the firm’s database within Clio; create, update, and link contacts to specific legal matters.
Ensure data accuracy and organization across systems.

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

Account Receivable Specialist

Key skills