Firm-wide Records & Conflicts Manager 1998 to Present
Responsible for firm-wide records, client intake and conflicts management, and the effective implementation of the records management information system across multiple sites for 600-attorney, AMLAW100 international law firm.
Manage 34 records and conflicts staff, including hiring, training, annual performance evaluations, mentoring, team building, allocation of duties, and counseling.
Maintain and enforce national records management standards in the offices, as well as develop and implement new or modified standards.
Document records management policies and procedures for the offices. Ensure that the Firm’s records management software is used correctly and according to national standards.
Assess needs and train attorneys, paraprofessionals, legal secretaries and administrative staff on records management policies and procedures.
Develop space planning requirements for records management, including any build-outs of current or new Records Center, as well as the management of end-user file storage space.
Prepare annual budget and manage the relationship between the offsite storage vendor(s), including contract negotiation, oversight of service requirements, bill reconciliation, and collection tracking.
Coordinate transactions to and from off site storage.
Manage other projects such as processing records for incoming or outgoing attorneys, records center audits and file inventories, transition of files to parties outside the Firm and identification of records in response to subpoena.
Coordinate records management activities regarding active and inactive records systems and records retention services.
Manage and oversee the opening of all new client/matters and conflict checking firmwide.