Matter Mobility Analyst - Legal Records

K2 ServicesSan Diego, CA
Hybrid

About The Position

Our mission is to provide modernized technology platforms, elevated technology support, and valuable insights, empowering our clients to excel in what they do best. We are seeking a highly organized and detail-oriented Matter Mobility Analyst to join our team. The successful candidate will be responsible for coordinating the transfer of physical and electronic records while ensuring compliance with Service Level Agreements (SLAs). This role involves close collaboration with local onsite teams, remote teams, attorneys, clients, and external law firms. Position is primarily remote with some in-office days required. Primary consideration will be given to candidates residing in New York, Washington DC, Boston, Baltimore, and Chicago areas.

Requirements

  • Strong organizational, multitasking, and project management skills.
  • 3+ years’ experience in records management, law firm environment preferred
  • Familiarity with iCompli, FileTrail, iManage Records Manager, Autonomy Records Manager (FileSurf), LegalKey, NetDocument, or similar Records Management Systems
  • Familiarity with industry standard transfer processes
  • Working knowledge of MS Word, Excel and Outlook and Teams
  • Attention to detail and a high level of accuracy.
  • Ability to work independently and as part of a team.
  • Proficiency in using electronic data management systems.
  • Excellent communication and interpersonal skills.

Responsibilities

  • Identify all pertinent physical files and provide file lists to local onsite teams.
  • Monitor and assist local onsite Record’s team members to ensure compliance with SLAs.
  • Conduct electronic data review in the firm’s Relativity database.
  • Engage and respond to attorneys, legal support staff, clients, and external law firms regarding transfer activities.
  • Train and assist all local office Record’s team members with the transfer process and transfer inquiries.
  • Provide firm Matter Mobility IT team members with any needed information and assistance regarding incoming transfers.
  • Complete Matter Mobility projects.
  • Send notifications to transition partners and coordinating teams (IT DL, Lit Support) about processing transfers and follow up with them through completion of review.
  • Zip electronic data exports for transfers.
  • Provide status updates and metrics to the Matter Mobility Manager.

Benefits

  • May be eligible for an annual bonus.
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