Law Office of Bryan Fagan

Family law and estate planning firm

Account Representative/Collections Billing Specialist

Customer SuccessUpdated on Nov 14

Full-timeDickinson, TX, USANo salary listed

About the Job

Requirements

At least 2 years of experience in customer service, client success, or account management; experience handling collections or client relations in legal, financial, or professional services is preferred.
Strong verbal and written communication skills across phone, email, and text platforms.
Proficiency with customer relationship management and productivity tools, including Clio, Google Sheets, and internal case management platforms.
Ability to manage multiple accounts and prioritize effectively.
Proficiency in Excel.

Responsibilities

Serve as the dedicated liaison for active clients throughout the lifecycle of their case or engagement.
Build and maintain strong client relationships by offering support, solutions, and timely updates.
Conduct scheduled check-ins to assess client satisfaction and proactively address concerns.
Meet with clients at designated case stages, including mediations, depositions, arbitrations, and trials, to ensure transparency, preparedness, and understanding of legal and financial expectations.
Communicate extensively with clients through calls, meetings, emails, letters, and text, using platforms such as Clio, client portals, and secure messaging tools.
Monitor assigned client accounts to ensure legal service delivery is on track.
Maintain and update financial information and case milestones across platforms, including Clio, Google Sheets, and internal systems.
Accurately document client interactions in customer relationship management and case management systems.
Maintain client engagement through personalized communication, case status updates, and milestone celebrations.
Support contract compliance, financial accountability, and transparency with clients during key legal milestones.
Identify upsell opportunities and collaborate across functions to meet client needs.

Desired Qualifications

Experience handling collections or client relations in legal, financial, or professional services.

The Law Office of Bryan Fagan is a firm that excels in family, estate planning & probate, and criminal law matters. We have (11) offices in Texas: (2) offices in Houston (Corporate and River Oaks,) and (1) office in Atascocita, Humble, Kingwood, The Woodlands, Austin, Dallas, San Antonio, Fort Worth, and Humble.
The Account Representative at the Law Office of Bryan Fagan is the primary point of contact for existing clients and is responsible for ensuring high levels of engagement, satisfaction, and retention. This role demands a proactive approach to client relationship management, including regular communication, conflict resolution, upsell opportunities, and cross-functional collaboration to meet client needs. A critical focus includes ensuring contract compliance, financial accountability, and full transparency with clients during key legal milestones.An outstanding candidate will demonstrate excellent communication skills and a knack for working with numbers.

Client Relationship Management

Serve as the dedicated liaison for active clients throughout the lifecycle of their case or engagement.
Build and maintain strong relationships with clients by offering support, solutions, and timely updates.
Conduct scheduled check-ins to assess client satisfaction and address concerns proactively.
Meet with clients at designated stages of their case—such as mediations, depositions, arbitrations, and trial—to ensure transparency, preparedness, and understanding of both legal and financial expectations.
Engage in heavy client communication using multiple channels, including verbal (calls and meetings), written (emails, letters), and texting, using platforms like Clio, client portals, and secure messaging tools.

Account Oversight & Communication

Monitor all assigned client accounts to ensure legal service delivery is on track.
Maintain and update financial information and case milestones across various platforms, including Clio, Google Sheets, and internal systems.
Ensure accurate documentation of all client interactions in CRM and case management systems.
Maintain high client engagement through personalized communication, case status updates, and milestone celebrations.

Account Representative/Collections (Billing Department) Requirements:

2+ years of experience in customer service, client success, or account management (preferably handling collection/client relations in legal, financial, or professional services)
Strong verbal and written communication skills across phone, email, and text platforms
Proficient in CRM and productivity tools including Clio, Google Sheets, and internal case management platforms
Demonstrated ability to manage multiple accounts and prioritize effectively
Proficient in Excel

About the Company

Law Office of Bryan Fagan

Family law and estate planning firm

Law Office of Bryan Fagan is a family law and estate planning firm focused on guiding clients through sensitive personal matters such as child custody, child support, alimony, and asset division. It provides direct access to the attorney and a dedicated client support team, prioritizing clear communication and timely updates on case status, billing inquiries, and other concerns. Clients receive proactive check-ins throughout the case, ensuring responsiveness and ongoing support. The firm differentiates itself by offering strong attorney access, consistent communication, and a team-based approach to client service. Its goal is to help clients navigate complex family-law and estate-planning issues with professional, diligent, and transparent guidance.

Company size: 11-50
Company stage: Not listed
Total funding: Not listed
Headquarters: Houston, TX
Founded: 2012

Recently Posted Jobs

Explore more opportunities at Law Office of Bryan Fagan

See more jobs