Matter Mobility Analyst

Opensity Solutions is the largest tech‑enabled managed services organization serving leading law firms, financial institutions and professional services firms. At Opensity, we provide integrated operational platforms, automation and advisory services that enable clients to modernize operating models, reduce cost and accelerate growth. Our capabilities include IT and technology solutions, document processing and administrative support, marketing and communications, billing and AP/AR services, records and information governance, workflow automation, consulting and hospitality and facilities services.

Opensity Solutions is the largest tech‑enabled managed services organization serving leading law firms, financial institutions and professional services firms. At Opensity, we provide integrated operational platforms, automation and advisory services that enable clients to modernize operating models, reduce cost and accelerate growth. Our capabilities include IT and technology solutions, document processing and administrative support, marketing and communications, billing and AP/AR services, records and information governance, workflow automation, consulting and hospitality and facilities services.

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 Matter Mobility team. The successful candidate will be responsible for coordinating 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 this role is dedicated to conducting electronic records reviews within Relativity to identify, analyze, and prepare records for transfer.

This role involves close collaboration with local onsite teams, remote teams, attorneys, clients, external law firms, and technology partners.

This is a primarily remote role. 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.

• Identify all 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.

• 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…