Matter Mobility Analyst

Overview

This role is for a Matter Mobility Analyst to coordinate the transfer of physical and electronic records while ensuring compliance with Service Level Agreements (SLAs), Information Governance standards, and client requirements.

A significant portion of the position involves conducting electronic records reviews within Relativity to identify, analyze, and prepare records for transfer. The role requires close collaboration with local onsite teams, remote teams, attorneys, clients, external law firms, and technology partners.

Location

Primarily remote. The selected candidate must reside near an office in the CST or EST time zones for occasional onsite meetings, training, or project support. This includes New York, Short Hills, Boston, Miami, Baltimore, Washington DC, Reston, Atlanta, Raleigh, Chicago, Austin, Dallas, Houston, Philadelphia or Wilmington.

Responsibilities

• Identify pertinent physical files and provide file inventories and transfer instructions to local onsite teams.
• Monitor and assist local office Records team members to ensure compliance with SLAs and Matter Mobility procedures.
• Conduct electronic records reviews within Relativity to identify records eligible for transfer and validate transfer requests.
• Review large volumes of electronic records while applying firm policies, client requirements, and Information Governance standards.
• Perform quality control reviews to ensure only authorized records and information are included in transfer packages.
• Research, validate, and reconcile physical and electronic record inventories.
• Maintain accurate records tracking information within iCompli and related Matter Mobility tracking tools.
• Participate in records audits, inventory validation efforts, remediation projects, and other information governance initiatives.
• Engage and respond to attorneys, legal support staff, clients, and external law firms regarding transfer activities and transfer-related inquiries.
• Train and assist local office Records team members with transfer processes and Matter Mobility procedures.
• Provide stakeholders with information and assistance related to incoming and outgoing transfers.
• Coordinate with transition partners and supporting teams, including IT, Litigation Support, and Information Governance, throughout the transfer process.
• Prepare, package, and securely transfer electronic records, including zipping and organizing approved data exports.
• Complete Matter Mobility projects and process improvement initiatives.
• Maintain transfer documentation, provide status updates, and prepare operational metrics and reporting for management.

Qualifications

• High school diploma or equivalent required; Associate's or Bachelor's degree preferred.
• 3+ years of experience in records management, information governance, legal operations, litigation support, document management, or a related field.
• Experience working with confidential client information and sensitive records.
• Experience conducting document reviews in Relativity or a comparable eDiscovery platform preferred.
• Experience with records management systems such as iCompli, FileTrail, or similar applications preferred.
• Strong analytical, organizational, and problem-solving skills.
• Excellent written, verbal, and interpersonal communication skills.
• Proficiency in Microsoft Office applications, including Excel, Outlook, Word, and Teams.
• Ability to manage multiple projects and deadlines while maintaining a high degree of accuracy and attention to detail.

Compensation & Benefits

• Compensation range: 24.00 to 26.50 USD per hour.
• Actual compensation within that range will be dependent upon the individual’s location, skills, experience, and qualifications.

All eligible employees receive access to a comprehensive benefits package, including:

• Medical insurance
• Dental insurance
• Vision insurance
• 401(k) retirement plan
• Paid Time Off (PTO)

Equal Employment Opportunity

The organization is committed to fostering an inclusive, equitable, and accessible workplace and provides equal employment opportunities to all applicants and employees. Reasonable accommodation is available throughout the hiring process and employment lifecycle, in accordance with applicable human rights legislation.