Legal Records Specialist

K2 Services • Milwaukee, WI

5d • Onsite

About The Position

Opensity Solutions is seeking a detail-oriented, client-focused Records professional to support records and information governance operations for an AmLaw 100 client in Milwaukee. This role is responsible for the lifecycle management of physical records, including creation, classification, circulation, storage, digitization, and disposition, in accordance with the Firm’s retention policies and IG best practices.

Requirements

• High School Diploma or GED required
• 1–2 years of records, file room, or scanning/imaging experience
• Experience with Microsoft Office Suite required, specifically Microsoft Excel

Nice To Haves

• Associate’s or Bachelor’s degree preferred
• law firm preferred experience
• Experience with legal Records Management Systems preferred, but not required such as: FileTrail iManage Records Manager OpenText / FileSurf LegalKey NetDocuments iCompli or similar RMS platforms
• Understanding of records lifecycle management and retention principles preferred

Responsibilities

• Communicate effectively with attorneys, legal assistants, and administrative staff regarding records requests, timelines, and policies
• Maintain accurate records within the firm’s Records Management System (RMS), including file creation, indexing, tracking, and status updates
• Coordinate the circulation, retrieval, and return of physical and electronic records, ensuring chain-of-custody and timely delivery
• Support Records-related activities for office moves, consolidations, and renovations
• Conduct first-level review and categorization of records (physical and electronic) to support retention, transfer, digitization, and disposition decisions
• Manage sensitive physical assets, including IP originals and document vault materials, in accordance with firm protocols
• Prepare files for offsite storage, transfer, or scanning, including file culling, labeling, and inventory validation
• Perform inventory audits of physical onsite records, reconciling discrepancies and updating RMS data accordingly
• Coordinate secure shredding services and maintain destruction logs
• Support the Firm’s IG policy around file transfer activities, including compiling inventories, staging records for attorney/client review, and preparing shipments
• Conduct quality control reviews of digitized document sets ensuring quality and consistency
• Ensure compliance with firm retention policies, legal holds, and IG protocols

Benefits

• Compensation range: $19.00 – $21.00 per hour
• Respect: We believe in treating everyone with dignity, kindness, and empathy. We foster an inclusive culture where diverse perspectives are valued, and mutual respect is the cornerstone of our interactions.
• Accountability: We take ownership of our actions and decisions, acknowledging their impact on our team, the organization, and our clients. We strive for transparency and follow through on our commitments, fostering trust and reliability within our community.
• Collaboration: We understand that working together yields the best results and that our parts are better together. We actively promote teamwork, open communication, and the sharing of ideas. By embracing diverse talents and perspectives, we create a supportive and innovative environment that encourages collective growth and empowerment.

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: High school or GED