Information Governance Specialist

Core Responsibilities: Oversee matter mobility workflows, coordinating with partners, IG leadership, IT teams, and external counsel to securely transfer client files for lateral partner transitions, departures, and formal client transfer requests. Drive operational execution of the Global Records Retention and Disposition Policy across legal practices and operational business units. Guide and monitor personnel departure workflows, including access management, task delegation, records stewardship, and risk mitigation. Direct large-scale data retention initiatives, audits, and migration projects for both firm-level and client-matter data. Analyze complex data sets to identify unstructured client files, formulate remediation plans, and execute data migrations into authorized repositories. Audit recordkeeping workflows and approved document stores to confirm adherence to firm policies and client outside-counsel guidelines. Champion firm-wide adoption of electronic document management systems (DMS), driving behavioral and operational shifts toward modern recordkeeping practices. Provide clear guidance to attorneys and staff regarding authorized data storage locations, access tiers, and security protocols. Serve as lead on designated IG initiatives—delegating tasks, tracking timelines, and ensuring rigorous quality assurance across deliverables. Consult with attorneys, paralegals, and practice teams on information protection, retention schedules, and sensitive client file transfers. Identify operational gaps and regulatory risks, proposing actionable enhancements to leadership to strengthen global information governance. Stay current on international data protection developments, ethical recordkeeping obligations, and emerging legal tech solutions.

Qualifications & Requirements: Background & Certifications

Education: Bachelor's degree required. Relevant fields of study include Information Technology, Legal Studies, Risk Management, Compliance, Library/Information Science, or Records Management.

Certifications: (Desirable): Professional designations such as Information Governance Professional (IGP), Certified Records Manager (CRM), Enterprise Content Management (ECM), or Project Management Professional (PMP).Privacy Credentials (Desirable): CIPP/US, CIPP/E, CIPM, or equivalent privacy credentials. Professional Experience 5+ years of direct experience in information governance, records management, or legal technology, ideally within an Am Law or international law firm environment. Proven track record managing, protecting, and migrating digital client matter data under strict confidentiality obligations. Hands-on experience conducting business process analysis, workflow design, and testing within legal recordkeeping systems. Demonstrated ability to coordinate and lead complex, cross-functional technical and operational projects.

Technical Competencies: Core Tools: Advanced proficiency across Microsoft 365 applications (Outlook, Word, Excel, Visio, Teams, SharePoint).Legal Tech & DMS: Direct hands-on experience with enterprise legal records and DMS platforms (e.g., iManage, LegalKEY, LegalRM).Analytics & Reporting: Familiarity with data analysis workflows; working knowledge of Microsoft SQL Reporting Services (SSRS) and Power BI is a distinct advantage.

Professional Attributes: Executive Communication: High-caliber written and verbal communication skills, comfortable advising attorneys, internal leaders, and external stakeholders. Integrity & Discretion: Exceptional judgment with an uncompromising standard for client confidentiality and data security. Adaptability & Initiative: Self-directed approach with the agility to navigate shifting priorities and manage complex, concurrent projects under tight deadlines.