AR Collections Specialist Fort Worth jobs in United States
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Law Office of Bryan Fagan · 1 month ago

AR Collections Specialist Fort Worth

The Law Office of Bryan Fagan is seeking an Account Representative who will serve as the primary point of contact for existing clients. This role focuses on client relationship management, ensuring satisfaction, retention, and compliance throughout legal engagements.

Law Practice

Responsibilities

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
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

Qualification

Client Relationship ManagementFinancial AccountabilityCRM ProficiencyClio SoftwareCommunication Skills

Required

Excellent communication skills
Proactive approach to client relationship management
Ability to conduct scheduled check-ins to assess client satisfaction
Experience in conflict resolution
Ability to identify upsell opportunities
Cross-functional collaboration skills
Understanding of contract compliance and financial accountability
Ability to maintain transparency with clients during key legal milestones
Experience in heavy client communication using multiple channels
Ability to monitor client accounts to ensure legal service delivery is on track
Experience in maintaining and updating financial information and case milestones
Ability to ensure accurate documentation of all client interactions in CRM and case management systems
Ability to maintain high client engagement through personalized communication

Company

Law Office of Bryan Fagan

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The Law Office of Bryan Fagan is a divorce law firm that specializes in helping individuals navigate the complex legal processes of divorce and family law matters.

Funding

Current Stage
Growth Stage
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