Law Firm Client Services & Billing Coordinator

Job Description:

Dallo Law Group is a boutique tax law firm located in San Diego's Banker's Hill neighborhood. We are a client-focused team committed to delivering exceptional legal services in tax law matters. We are looking for a motivated, detail-oriented professional to join our team in a hybrid role that combines legal assistance, client intake coordination, accounts receivable management, and front-desk reception.

Overview:

This multi-faceted position is integral to the day-to-day operations of our firm. The ideal candidate is organized, personable, and capable of managing multiple responsibilities across legal support, client relations, billing, and office administration. Bilingual proficiency in English and Spanish is preferred.

Essential Duties & Responsibilities

Legal Assistant Duties:

·        Provide administrative and legal case support to the supervising attorney

·        Open new legal matters, create case files, and manage case documentation throughout the life of each matter

·        Coordinate client communication, including document requests and follow-ups

·        Complete initial review of records and documents provided by clients

·        Draft and proofread legal correspondence, letters, and other documents

·        Maintain organized physical and electronic filing systems for all legal matters

·        Assist office manager with administrative tasks as needed

Client Intake Coordinator Duties:

·        Serve as the first point of contact for prospective clients via phone, email, and in person

·        Conduct initial client intake interviews, gather relevant case information, and assess client needs

·        Accurately input client data and case details into the firm's case management system

·        Clearly explain firm services, fee structures, and next steps to prospective clients

·        Schedule consultations and follow up with leads to convert inquiries into retained clients

·        Maintain confidentiality and professionalism in all client interactions

Accounts Receivable (AR) Duties:

·        Manage billing cycles, generate invoices, and track outstanding client balances

·        Follow up on overdue accounts via phone and email in a professional manner

·        Process and record client payments, including checks, credit cards, and online transfers

·        Reconcile AR records and prepare regular aging reports for the managing attorney

·        Coordinate with the supervising attorney regarding billing disputes or payment arrangements

·        Assist with end-of-month financial reconciliations as needed

Receptionist Duties:

·        Greet and welcome clients, visitors, and vendors in a warm and professional manner

·        Answer and direct incoming phone calls; manage the firm's general email inbox

·        Manage conference room scheduling, office supply inventory, and vendor communications

·        Receive, sort, and distribute mail and deliveries

·        Maintain a clean, organized, and professional front office environment

Qualifications

·        Bachelor's Degree (Preferred)

·        Paralegal Certificate (Preferred)

·        Minimum 2 years of law firm experience (Required)

·        Experience in client intake, billing, or accounts receivable in a legal setting (Preferred)

·        Tax law experience (Preferred)

·        Strong proficiency in MS Word, Excel, and Outlook

·        Experience with legal case management software (e.g., Clio) a plus

·        Bilingual in English and Spanish (Preferred)

·        Exceptional organizational skills and attention to detail

·        Strong written and verbal communication skills

·        Professional demeanor with a client-first attitude

Schedule

·        Monday to Friday

·        In-person — San Diego, CA (Banker's Hill)

Benefits

·        Health insurance

·        Vision insurance

·        401(k) with matching

Paid time off