The Role
Supports legal billing operations through case closeout, file maintenance, accurate data entry, refund and collections processing, billing task management, appointment scheduling, document digitization, and receptionist backup. The role requires careful adherence to structured workflows, strong communication, reliability, and high-volume administrative accuracy while working with case management, CRM, and productivity software.
Summary Generated by Built In
This role is an entry level opportunity to support the functionality of the Account Representative/Billing Representative II role. This role affords a direct path into the Billing function.
The Billing Representative 1 owns case closeout accuracy and the administrative volume that feeds it — case-file maintenance, data entry, and moving files through to refund or collections, as well as other administrative tasks to support the billing function.
The Billing Representative 1 owns case closeout accuracy and the administrative volume that feeds it — case-file maintenance, data entry, and moving files through to refund or collections, as well as other administrative tasks to support the billing function.
The Law Office of Bryan Fagan is a firm that excels in family, estate planning & probate, and criminal law matters. We have (16) offices in Texas: (2) offices in Houston (Corporate and The Heights,) and (1) office in Atascocita, Humble, Kingwood, The Woodlands, Richmond, Austin, Dallas, San Antonio, Fort Worth, Humble, Galveston, El paso, Rockwall, and Abilene and more on the way.
Key Responsibilities
• Support case closeout in Clio, including moving files to refund or collections stage with accurate documentation.
• Perform case review administration and maintain billing-relevant accuracy of case files inside Cleo.
• Complete data entry tasks tied to active cases, intake records, and billing hand-offs.
• Receive, track, and complete billing- and case-related tasks assigned by Account Representatives through HubSpot, the firm's central tasking system.
• Schedule case strategy sessions for clients in trial mediation or with high-debt case profiles.
• Handle calendaring for assigned Account Representatives, including confirming and adjusting appointments.
• Assist with scanning and digitizing client and case documentation.
• Provide backup coverage for the main receptionist and other duties as needed
Qualifications:
Required Qualifications:
• One or more years of experience handling high volume data entry roles that required a high level accuracy accountability.
• One or more years of experience handling high volume data entry roles that required a high level accuracy accountability.
• Strong verbal and written communication skills.
• Intermediate skills with MS Office or Google Workspace (Gmail, Documents, Sheets, Calendar, Drives, etc).
• Solid data entry skills and comfort with high volume and accurate entries.
• Ability to follow structured workflows and complete assigned tasks without close supervision once trained.
• Reliability and punctuality — this role directly supports revenue-generating case teams.
Preferred Qualifications:
• Prior administrative experience in customer service, or legal-support office experience.
• Familiarity with CRM or case management software (e.g., HubSpot, Cleo, or similar platforms).
• Prior administrative experience in customer service, or legal-support office experience.
• Familiarity with CRM or case management software (e.g., HubSpot, Cleo, or similar platforms).
Competencies (in order of importance)
- Integrity — Job requires being honest and ethical.
- Attention to Detail — Job requires being careful about detail and thorough in completing work tasks.
- Dependability — Job requires being reliable, responsible, and dependable, and fulfilling obligations.
Benefits
- 401K - with matching up to 5%!
- Medical Insurance
- Dental insurance
- Health insurance
- Vision insurance
- Life Insurance
- Long & Short Term Disability Insurance
Equal Opportunity Statement:
We recognize that diverse experiences, perspectives and backgrounds enable us to be an even stronger company and workplace. Not only will you be welcome here, your unique thoughts and opinions will be encouraged, celebrated and deeply valued.
We recognize that diverse experiences, perspectives and backgrounds enable us to be an even stronger company and workplace. Not only will you be welcome here, your unique thoughts and opinions will be encouraged, celebrated and deeply valued.
About
We specialize in delivering innovative solutions and exceptional services to meet the diverse needs of our clients. With a strong commitment to quality and customer satisfaction, we strive to exceed expectations and drive success in every project we undertake.
Skills Required
- At least one year of experience in high-volume data entry requiring accuracy and accountability
- Strong verbal and written communication skills
- Intermediate proficiency with Microsoft Office or Google Workspace
- Strong data entry skills and comfort with high-volume, accurate entries
- Ability to follow structured workflows and complete assigned tasks independently after training
- Reliability and punctuality
- Prior administrative or customer service experience
- Prior legal-support office experience
- Familiarity with CRM or case management software such as HubSpot or Cleo
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The Company
What We Do
The Law Office of Bryan Fagan, PLLC is a Texas-based law firm specializing in family law, divorce, child custody, estate planning, probate, and criminal law. With multiple offices across the state, the firm provides compassionate, results-driven legal representation. Their team is dedicated to guiding clients through complex legal matters with personalized attention, ensuring their rights are protected and they receive clear, effective advocacy during challenging life transitions.
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