Records Governance and Legal Services Specialist

The Records Governance and Legal Services Specialist plays a critical role in supporting the firm’s Information Governance function, with a dual focus on enterprise-wide records related initiatives and internal Legal Hold and eDiscovery operations. This position will report to and partner closely with the Records Governance Manager to ensure defensible, efficient, and legally sound handling of data across the information lifecycle.

The role includes both operational and advisory responsibilities, including support for internal matters and eDiscovery projects, as well as the management of firmwide retention policies for records.

• Administer and support the firm’s legal hold process, including issuance, tracking, compliance monitoring, and release.
• Collaborate with internal legal teams and outside counsel to identify custodians, data sources, and scope of preservation.
• Ensure defensibility and consistency in legal hold and preservation practices.

• Execute and/or coordinate defensible data collections from various sources (e.g., M365, endpoints, network shares, cloud platforms).
• Maintain strict chain-of-custody documentation and collection logs.
• Advise on appropriate collection methodologies based on legal and technical considerations.

• Support internal investigations, litigation, and regulatory matters.
• Participate in client-facing breach response and eDiscovery projects, including opportunities for billable work.
• Coordinate with outside counsel and external vendors as needed.
• Assist with early case assessment (ECA), data culling, and workflow design.

• Support or manage document reviews, including platform setup, user management, and workflow configuration.
• Leverage experience with review platforms (e.g., Relativity, Everlaw, DISCO).
• Provide guidance on review strategies, tagging protocols, and quality control.

• Utilize Microsoft Purview eDiscovery tools for legal holds, searches, and collections.
• Partner with internal resources and third-party consultants to optimize use of existing tools and identify gaps or improvements.

• Support the Manager, Global Records Governance in implementing and operationalizing the firm’s records retention program.
• Assist in the development, rollout, and enforcement of retention schedules for electronic and physical records.
• Partner with business units to ensure compliance with retention policies and defensible disposition practices.
• Contribute to training and awareness initiatives related to records management and information governance.

• Bachelor’s degree or equivalent experience.
• 3–6+ years of experience in eDiscovery, information governance, or litigation support.
• Strong understanding of eDiscovery principles, including:
  • Legal hold processes
  • Data preservation and defensible collection
  • Chain-of-custody requirements
  • EDRM framework
• Familiarity with legal concepts related to litigation, investigations, and regulatory matters.
• Ability to work directly with attorneys, internal stakeholders, and external counsel.
• Strong organizational skills and attention to detail, particularly in documentation and defensibility.

• Hands-on experience with eDiscovery review platforms (e.g., Relativity, Everlaw, DISCO).
• Experience conducting collections using Microsoft Purview eDiscovery.
• Experience managing or supporting document reviews.
• Exposure to forensic workflows.
• Experience in a law firm or professional services environment.
• Familiarity with domestic and international records…