Account Executive

• Conduct initial sales conversations with prospective new clients (PNCs) who have been pre‑qualified by the intake team.
• Assess client needs, issues, goals, and urgency by asking targeted questions related to legal matters, and clearly explain the firm’s services, processes, and value in a way that is easy to understand.
• Consistently follow up on all leads to bring them to a close while addressing concerns, overcoming objections, and guiding clients toward confident decision‑making.
• Take initiative in managing leads, following up on inquiries, and helping prospective clients feel confident in choosing the firm.
• Meet or exceed monthly conversion goals and performance metrics.
• Finalize contracts, accept payments, and facilitate a professional introduction and transition to the legal team once an engagement is signed.
• Update the CRM system (Clio) with detailed notes from all interactions with PNCs in a timely manner, ensuring confidentiality and compliance with legal standards.
• Collaborate with the team to prioritize cases based on urgency and complexity to ensure each PNC receives knowledgeable and compassionate guidance during their initial legal consultation.
• Provide administrative support by managing appointments, scheduling follow‑ups, entering data, and reviewing documents.
• Maintain confidentiality and handle all client information and conversations with professionalism and discretion.

Legal Sales Representative

Manager

• Référent technique CVC
• Apporter l’expertise CVC au sein de l’entreprise
• Définir, valider et sécuriser les choix techniques CVC
• Garantir la conformité réglementaire et la qualité des installations
• Pilotage complet des projets CVC (études, organisation, exécution, réception)
• Organisation et suivi des chantiers (planning, moyens humains et matériels)
• Coordination des équipes internes et des sous-traitants
• Participation aux réunions de chantier et relation client
• Réalisé et encadré les projet sur le terrain
• Participer à la création et à la structuration du pôle CVC

Responsable Pôle CVC, Chef de projets

Attorney

• Review the firm’s timekeeping system daily to ensure entries are accurate, complete, and properly coded
• Communicate with attorneys and staff to correct or clarify entries before billing deadlines
• Generate, review, and revise pre‑bills in accordance with firm policies and attorney feedback
• Prepare and finalize client invoices using legal billing software (e.g., Clio, Timeslips, LEAP)
• Ensure invoices comply with client‑specific billing arrangements, including LEDES formats and e‑billing portal requirements
• Deliver invoices promptly and track confirmation of receipt
• Process client payments via credit card, ACH, check, and payment portals
• Monitor trust and retainer balances; initiate replenishment requests and auto‑replenishment workflows
• Maintain compliance with trust accounting rules and firm procedures
• Track outstanding balances and follow up with clients in a professional, service‑oriented manner
• Conduct soft collections and escalate delinquent accounts as needed
• Support monthly financial reporting and assist with reconciliation tasks
• Respond to client billing inquiries with clarity, professionalism, and discretion
• Collaborate with attorneys, paralegals, and leadership to resolve billing discrepancies
• Provide the firm with copies of all client‑provided and attorney‑drafted documents related to billing
• Work with merchant service providers and credit card companies to resolve disputes or chargebacks
• Prepare refund requests and process adjustments with Owner approval

Legal Billing/Collections Specialist

• Provide HVAC expertise within the company
• Ensure regulatory compliance and quality of installations
• Full management of HVAC projects (studies/design, organization, execution, handover)
• Organize and supervise sites (scheduling, human and material resources)
• Attend site meetings and manage client relations
• Establish and structure the new HVAC activity
• Support the upskilling and development of internal teams

MLG

Legal Sales Representative

Responsable Pôle CVC, Chef de projets

Legal Billing/Collections Specialist

HVAC Division Manager, Project Manager