Job Description
Job Title: Outsourced Billing Specialist / Legal Assistant
Company Overview: We are a transactional law firm serving small businesses and entrepreneurs. Our focus areas include business formations, contracts, trademark registrations, and limited estate planning. This role supports efficient revenue operations and legal workflow in a fast-paced, system-driven environment.
Responsibilities:
• Pricing Proposals & Client Onboarding
• Prepare and send pricing proposals or engagement summaries post-sales calls.
• Calculate flat fees, phased fees, or hybrid billing per internal guidelines.
• Ensure proposals align with firm templates, branding, and turnaround times.
• Track proposal status and coordinate to confirm scope before invoicing.
• Facilitate smooth client onboarding with intake and legal teams.
• Billing, Invoicing & Trust Accounting
• Generate and send invoices per engagement te...
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