Legal Records Specialist

Role Overview

This position serves as the primary local point of contact for matter file intake, maintenance, and disposition within a legal office environment. The role focuses on ensuring records are handled accurately, consistently, and in accordance with established guidelines.

This is a hands‑on, process‑driven role suited for someone who is highly organized, detail‑oriented, and comfortable working independently while coordinating with a broader, distributed team.

• Manage the onboarding and offboarding of client matter files at the local office level

• Maintain accuracy and organization across both physical and digital records

• Ensure file handling aligns with internal standards, retention practices, and compliance expectations

• Coordinate inbound and outbound matter transfers

• Serve as the local records point of contact, escalating questions or exceptions as needed

• Collaborate periodically with a centralized team to ensure consistency and adherence to best practices

• Work within document and data management platforms used in professional services environments

• Prior experience with similar systems is helpful; direct system knowledge is not required

• Ability to learn new platforms and workflows quickly is essential

• Prior experience in records, information management, or document‑heavy roles preferred

• Legal or professional services environments are strongly valued

• Comparable experience may include roles such as:

  • Legal billing

  • Litigation support

  • Docketing

  • File or matter management

• Degree is not required