Information Governance Records Technician

Information Governance Records Technician is responsible for the firm’s client records at all stages, including creation, retention, storage, retrieval, protection and final disposition. Coordinates and processes file transfers and client returns as assigned. Provides guidance to attorneys and staff regarding best practices in records.

Requirements

• Promotes and supports the Client File Maintenance Policy
• Communicates effective process for barcoding all files from inception throughout the life of the client matter to staff and lawyers
• Responsible for organizing and processing client files to be destroyed or returned to client in accordance with client’s instructions and client file retention process
• Assists with client and administrative file retention process in accordance with record retention schedules and firm procedures as assigned
• Ensures all client and administrative files for departing lawyers are handled in accordance with Firm procedures
• Works closely with incoming lawyers on the appropriate intake of hardcopy client files as assigned