Our mission is to provide modernized technology platforms, elevated technology support, and valuable insights, empowering our clients to excel in what they do best.

The Records & Information Governance Workflow Coordinator serves as a critical link in the Matter Mobility lifecycle, ensuring the secure and efficient management of client records throughout their lifecycle. This role is responsible for maintaining accurate physical and digital records, supporting onboarding and offboarding workflows, and ensuring all information is handled in compliance with firm policies, ethical standards, and data privacy regulations.

The ideal candidate is highly organized, detail-oriented, and experienced in records management within a legal or professional services environment. This position plays a key role in supporting attorneys and staff by facilitating timely access to records while maintaining strict confidentiality and chain-of-custody procedures.

Essential Job Responsibilities

Request Management & Frontline Support

• Perform triage of all incoming records requests and route non-records requests to appropriate departments.

• Provide frontline support to attorneys and staff regarding records requests and information governance procedures.

• Collaborate with IT, Conflicts, and Finance teams to support seamless onboarding and offboarding of attorneys and matters.

• Manage records administration tasks including ticket creation, release tracking, filing, and request documentation.

• Enter and maintain accurate data within Records Management Systems (RMS) and Document Management Systems (DMS).

Operational Logistics & Execution

• Execute secure retrieval, scanning, indexing, and filing of physical and electronic records.

• Coordinate digitization initiatives, storage reduction efforts, and records migration projects.

• Organize and classify records according to established retention and governance policies.

• Support routine audits and reconciliation activities to ensure data accuracy and integrity.

Compliance & Risk Mitigation

• Maintain verifiable chain-of-custody documentation and audit trails for sensitive and confidential materials.

• Ensure compliance with firm policies, legal retention schedules, and privacy regulations.

• Track records inventory, reconcile offsite storage records, and oversee destruction workflows.

• Assist in responding to compliance inquiries, audits, or security-related incidents.

Matter Mobility Support

• Provide backup support for records data scrubbing, transfers, and matter mobility processes.

• Assist with secure movement and management of client information across systems and departments.

• Contribute to the development and implementation of records management policies and procedures.

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Preferred Qualifications

• Prior experience in records management, information governance, or legal support operations.

• Familiarity with the lifecycle of legal records and retention policies.

• Advanced experience with Document Management Systems (DMS) and Records Management Systems (RMS).

• Previous law firm experience preferred.

• Strong organizational skills with exceptional attention to detail.

• Ability to manage confidential information with professionalism and discretion.

• Proficiency in Microsoft Office and records management technologies.

• Strong communication and customer service skills.

Qualifications & Requirements

• High School Diploma or GED

• Minimum of 1 year work experience in a Records management

• Ability to multitask with attention to detail

• Ability to resolve issues with professionalism and tact

• Ability to lift or move 40 lbs. or greater

• Ability to grasp, lift or carry packages on a standard wheeled cart with a load capacity of 75 lbs.

• Ability to walk, bend, kneel, stand or sit for an extended period of time

• Schedule: Monday – Friday, 8:00 AM – 5:00 PM

The Compensation range for this role is up to $25.00 - $26.00 USD per hour. Actual compensation within that range will be dependent upon the individual's location, skills, experience and qualifications

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Opensity is an Equal Opportunity Employer. 

We are committed to providing equal employment opportunities to all applicants and employees and do not discriminate on the basis of race, color, religion, creed, sex (including pregnancy, childbirth, and related medical conditions), sexual orientation, gender identity or expression, national origin, age, disability, genetic information, veteran or military status, or any other characteristic protected by applicable federal, state, or local law. 

Employment decisions at Opensity are based on qualifications, merit, and business needs. This policy applies to all aspects of employment, including recruitment, hiring, promotion, compensation, training, discipline, and termination. 

Opensity is committed to providing reasonable accommodations for qualified individuals with disabilities, for pregnancy related conditions, and for sincerely held religious beliefs, in accordance with applicable law. We do not tolerate retaliation against individuals who raise concerns or participate in an investigation related to equal employment opportunity.