Information Governance – Matter Mobility Coordinator

About the role

The Information Governance – Matter Mobility Coordinator supports high-volume attorney transitions and client matter movement within a structured, fast-paced information governance environment. The organization offers strong training, internal growth opportunities, and a collaborative team culture.

Responsibilities

• Coverage of client matter onboarding and off-boarding processes, including secure transfer of electronic and physical records
• Cohesion with internal IT and records teams, and compliance with firm policies and confidentiality standards
• Serving as a key liaison between departing/joining attorneys, prior firms, and internal operations teams
• Overseeing secure transfer of electronic files, supporting organization, indexing, validation, and tracking of physical and electronic records
• Ensuring compliance with confidentiality requirements and records retention policies throughout all transfer activities
• Maintaining detailed logs, reporting documentation, and tracking systems related to matter mobility processes
• Reviewing transfer requests for completeness, accuracy, and policy compliance prior to execution
• Coordination of communications across legal teams, practice groups, and external stakeholders
• Supporting physical records preparation, shipment, and secure disposition processes
• Identifying opportunities to improve workflows, efficiency, and reporting within matter mobility operations
• Providing guidance and training to internal teams on onboarding/offboarding procedures

Qualifications

• Bachelor’s degree preferred or equivalent combination of education and experience
• 5+ years of experience in information governance, records management, or similar field (legal or medical records preferred)
• 2+ years of direct experience in matter mobility or attorney transition support
• Strong proficiency in Microsoft Office Suite (Excel, Word, Outlook, PowerPoint) and Smartsheet
• Solid understanding of data structures, databases, and information tracking systems
• Strong written and verbal communication skills
• Highly organized with strong attention to detail
• Ability to manage multiple priorities in a deadline-driven environment
• Strong critical thinking and problem-solving skills
• Ability to work both independently and collaboratively across teams
• High level of professionalism and discretion when handling confidential information
• Customer service mindset with strong interpersonal skills