Billing Specialist

With deep industry expertise, the firm advises clients on entity formation, licensing, litigation, documentation, and evolving regulatory challenges. Geraci LLP’s client-first approach is strategic, consistent, and tailored to meet the unique needs of every private lender.

On behalf of Geraci LLP, we are seeking a detail-oriented and highly experienced Billing Specialist with deep expertise in Clio to manage and optimize the firm’s billing operations remotely. This role is critical in ensuring accurate, timely, and compliant invoicing while supporting attorneys and staff with billing-related processes.

Benefits:

• Competitive salary
• Strong support system
• Salary increase starting in your first year of employment (based on performance)
• Health benefit ($30/month)
• Paid holiday leaves (depending on the holidays that the client observes)
• Paid sick leaves (sick leave convertible to cash if perfect attendance)
• Paid planned leaves
• Internet Allowance ($25/month)

• Manage end-to-end legal billing using Clio Manage and/or Clio Grow
• Review attorney and staff time entries for completeness and accuracy
• Generate, review, and finalize client invoices with a high level of precision
• Prepare monthly, interim, and project-based invoices
• Ensure proper time entry, expense tracking, and billing compliance
• Identify discrepancies and resolve billing issues proactively
• Coordinate with attorneys on billing questions, adjustments, and narratives
• Monitor client retainers and request replenishment when required
• Process payments, reconcile invoices, and maintain accurate payment records
• Prepare billing reports and provide insights to improve billing efficiency
• Support month-end and year-end closing activities related to billing
• Maintain organized billing files and ensure client records are up to date

• 3+ years of legal billing or financial administration experience
• Advanced proficiency in Clio (Manage and/or Grow) — this is a must-have
• Strong understanding of legal billing workflows, trust accounting, and compliance
• Exceptional attention to detail and accuracy — you catch things others miss
• Experience with invoicing, accounts receivable, and payment processing
• Proficiency in Microsoft Excel or Google Sheets
• Ability to work independently and manage multiple priorities
• Experience supporting U.S.-based businesses
• Two professional references and a valid criminal background check issued within the last 60 days are required for all successful applicants.
• Completion of intake paperwork, including submission of a valid tax identification number (e.g., Social Security Number, Social Insurance Number, or the country’s equivalent), is required before onboarding.

Preferred:

• Experience in a law firm environment
• Trust accounting experience
• Familiarity with QuickBooks, LawPay, or similar platforms.

Working Hours: Full Time (40 hours per week)

Monday through Friday 8 a.m. - 5 p.m. Pacific Time

As a fast-growing player in the outsourcing space, we’re committed to building partnerships that drive success and to fostering a supportive, inclusive environment where our people can thrive and grow with us.