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Legal Billing Assistants
Clio-Focused Billing Support for Attorneys
Improve billing accuracy and efficiency with dedicated support designed for law firms managing growing operational demands. Our Legal Billing Assistants handle billing workflows directly inside Clio, helping your team maintain accurate time entries, consistent invoices, and organized collections without adding full-time overhead.
Clio Billing Workflow Expertise
Our team is trained in Clio Manage and Clio Payments and understands the workflows required to maintain accurate time entries, invoices, payments, and billing processes.
Dedicated & Personalized Support
Your Billing Assistant learns your firm’s billing preferences, matter types, templates, and workflows. We adapt to your systems and ensure your invoices go out correctly and on time.
Flexible & Scalable
Support can adjust as your caseload grows. Scale your billing help up or down based on monthly demand or practice changes.
Secure & Compliant
All work follows strict confidentiality standards, including NDAs and secure handling of financial and client information.
Explore Our Areas of Expertise
How Our Team Can Support Your Practice
Our team provides reliable support across all aspects of your operations. Browse the sections below to see how we can help your organization run smoothly and stay focused on its goals. Need assistance with a different task? Contact us to discuss a custom solution.
Clio Time Entry Review & Cleanup
Review attorney time entries, identify missing billable activities, correct inconsistencies, and help keep daily timekeeping organized so invoices are complete and accurate.
Pre-Bill Preparation in Clio
Create and organize pre-bills, check for missing time, apply trust funds when needed, and prepare invoices for attorney approval.
Invoice Finalization & Delivery
Finalize approved invoices, apply discounts or adjustments, assign LEDES codes when required, and send invoices to clients directly through Clio.
Billing Tracking & Follow-Up
Monitor outstanding invoices, track payment status, process online payments through Clio Payments, and send professional payment reminders.
Expense Entry & Reconciliation
Enter billable expenses into Clio, match receipts, ensure proper matter assignment, and help keep costs clear and organized.
Billing Compliance Support
Help ensure adherence to client billing guidelines, retainers, trust accounting rules, and internal billing procedures.
Legal Billing Plans and Pricing
Our Monthly Plan gives you the flexibility to pay for just the hours you need, no rollovers, no long-term commitment. Our Annual Plan is designed for ongoing support, allowing you to purchase hours in advance and roll over any unused hours for up to one year.
Need higher-volume support? For larger monthly needs, consistent part-time hours, or a full-time team member at a fraction of in-house costs, contact us for details and pricing.
Tailored Support That Works for You
Build the Legal Team That Fits Your Practice
Your firm deserves a support team designed to match its specific needs. We provide expert assistance in marketing, administration, call management, data entry, translation, and one-time projects. Whether you need ongoing support or help with a specific task, we’ll develop a personalized solution.
Administrative Support
Free up your time by outsourcing routine tasks like travel planning, event coordination, bookkeeping and more.
Call Management
24/7/365 bilingual, HIPAA compliant call handling, including appointment scheduling, payment processing and translation.
Legal Assistants & Client Intake
From clerical support through intake, scheduling, and CRM entry, we provide reliable legal assistance that keeps your practice efficient and responsive.
One-Time Projects
From data entry and legal memos to Clio audits and discovery, we deliver fast support with no monthly commitment required.
Attorney Operations & Growth
Stay organized while we manage compliance, scheduling, research, and daily tasks that keep your practice running.
Law Firm Billing
Manage invoicing, track billable time, reconcile accounts, and support Clio billing workflows to ensure accurate, timely payments and compliant financial records.
Marketing
Elevate your firm’s visibility with expert content marketing, email campaigns, digital advertising, websites, SEO, social media and more.
Law Firm Websites
Professional, conversion-focused law firm websites designed to build credibility and launch quickly.
Your Path to Support Starts Here
How To Get Started
Get Started
Select the plan that fits your needs and sign up instantly, or contact us to discuss your options. No long-term contracts—adjust or cancel anytime!
Match & Interview
We’ll pair you with the right assistant and send their detailed bio. Want to meet them first? Schedule a quick interview.
Launch & Succeed
Your assistant will schedule a call with you and your Account Manager to align on goals, communication, and next steps.
Personalized Oversight for Your Business
Dedicated Account Managers
Our Administrative Account Managers ensure your virtual support team operates smoothly, from onboarding to daily coordination. They act as your main point of contact, making sure your assistants stay aligned with your workflows, priorities, and expectations.
Onboarding & Setup
Your Account Manager reviews your administrative needs and integrates our team into your existing tools and processes.
Right-Fit Resourcing
Your Account Manager matches you with the right assistants and adjusts support as your workload grows or shifts.
Client Relationship Management
Your Account Manager keeps communication clear, resolves questions quickly, and helps maintain steady day-to-day operations.
Ongoing Optimization
Through regular check-ins, your Account Manager boosts efficiency, streamlines tasks, and strengthens your support system.
See How Our Virtual Assistants Compare to the Competition
Not sure whether to hire in-house help, use freelancers, rely on AI tools, or work with a virtual assistant team? Compare cost, accuracy, flexibility, and overall reliability to see what makes the most sense for your business.
Tailored Support That Scales With You
Why Law Firms Choose Equivity
We don’t just provide additional support; we integrate into your workflows as a reliable extension of your team. Our legal professionals help firms improve efficiency, maintain consistency, and manage growing demands without adding unnecessary overhead.
Trusted Legal Expertise
Founded by an attorney and staffed with experienced legal professionals, we understand the complexities of law firm operations and deliver trusted support.
Scalable Teams Across Specialties
From paralegals to marketing, admin, or client intake support, we assemble the right professionals to match your priorities and processes.
Dedicated Account Managers
You’ll have a single, responsive contact who understands your needs, ensures everything runs smoothly, and helps you get the most value from your plan as your firm’s priorities evolve.
Flexible Plans That Grow With You
Your needs will change, and your plan can too.Scale hours, adjust roles, or add new areas of support as your firm or business grows.
Improve Firm Efficiency
Identify workflow bottlenecks, administrative gaps, and delegation opportunities with our Law Firm Efficiency Audit.
Ask an Expert
Not sure where your firm needs support? We’ll review your needs and recommend the right services and support structure for your firm.
Discover More
Still have questions? Explore guides, comparisons, and decision tools covering staffing models, ROI, service options and more.