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Responsibilities:

• Work with COO, risk management partner, and others to develop and implement records management policies to ensure compliance with the Firms legal obligations and operational requirements.
• Work with lawyers and others to manage and reduce offsite storage inventories.
• Coordinate and/or perform scanning activities to ensure projects are completed timely and accurately.
• Implement procedures for the collection, review, and release of electronic and physical records necessary to comply with client records transfer requests.
• Execute physical and electronic records collection and disposition processes related to lawyer and business professional departures.
• Process electronic and physical records received in conjunction with the onboarding of lateral lawyers and/or the transfer of incoming client files.
• Coordinate and/or perform routine audits of physical records inventories.
• Review client intake requests (new client/matter memos) to ensure accuracy and completion.

• Conduct research on new intake requests against the Firms conflicts database and other resources.
• Data entry, search and analysis of conflicts data into the Firms conflicts and new matter intake systems in accordance with established policies and procedures.
• Conduct research via external sources to establish corporate structures and management profiles.
  Evaluate conflict search results and clear potential conflicts according to Firm policies.

Requirements

• 2+ years of work experience in legal records management, information governance, or conflict management environment.
• Experience using records management software and document management systems.
• Proficient with Microsoft software, specifically Outlook, Word, PowerPoint, and Excel.
• Experience with client conflict databases.