Digital Records and Matter Management Specialist
Description
- Oversee the end-to-end management of BRG matters or engagements, from initial intake through to closure.
- Ensure all relevant documentation, including contracts, correspondence, and financial records, is accurately captured and maintained throughout the matter's lifecycle.
- Work with the Legal Department to monitor the progress of matters, ensuring deadlines are met, and key milestones are tracked.
- Serve as a liaison between the Legal Department and other stakeholders, facilitating communication and ensuring that legal requirements are integrated into the matter management process.
- Assist in the preparation, organization, and storage of legal documents related to each matter, including pleadings, briefs, and discovery materials.
- Support legal staff in maintaining an up-to-date and comprehensive digital record of all active and closed matters.
- Collaborate with the Accounting Department to ensure that financial aspects of matters, such as billing, invoicing, and expense tracking, are accurately recorded and aligned with legal documentation.
- Ensure timely and accurate reconciliation of financial records with matter files.
- Implement and manage a diverse digital records system that securely stores all matter-related documents and financial records, ensuring they are easily accessible to authorized personnel.
- Develop and enforce records retention policies that comply with legal, regulatory, client and organizational requirements.
- Continuously evaluate and improve digital records management processes to enhance efficiency and accuracy.
- Ensure that all matters and related records are managed in compliance with applicable laws, regulations, internal policies, and client requirements.
- Identify and mitigate risks related to records management and matter handling, such as unauthorized access or data breaches.
- Support the Legal Department in responding to legal holds, subpoenas, and other compliance-related requests.
- Administer the matter management and digital records systems, including setting up new users, configuring system settings, and maintaining system security.
- Provide training and ongoing support to Legal and Accounting teams on the use of matter management tools and digital records systems.
- Work with IT to troubleshoot issues, perform system upgrades, and implement new features or integrations.
- Generate detailed reports on matter status and records management activities for review by Legal, Accounting, and senior management.
- Maintain comprehensive documentation of matter management processes, system configurations, and user guides.
- Track and report on key performance indicators (KPIs) related to matter management and digital records efficiency.
About BRG
Berkeley Research Group, LLC (BRG) is a global consulting firm that helps leading organizations advance in three key areas: disputes and investigations, corporate finance, and strategy and operations. Headquartered in California with over 40 offices around the world, we are an integrated group of experts, industry leaders, academics, data scientists, and professionals working beyond borders and disciplines. BRG strives to build and nurture a culture where inclusiveness is instinctive, not an initiative. We celebrate and value the diversity of our professionals and are dedicated to maintaining a truly inclusive work environment where all individuals feel respected and valued. We harness our collective expertise to deliver the inspired insights and practical strategies our clients need to stay ahead of what's next.
Berkeley Research Group is proud to be an Equal Opportunity Employer. Our hiring practices provide equal opportunity for employment without regard to race, religion, color, sex, gender, national origin, age, United States military veteran status, ancestry, sexual orientation, marital status, family structure, medical condition including genetic characteristics or information, veteran status, or mental or physical disability so long as the essential functions of the job can be performed with or without reasonable accommodation, or any other protected category under federal, state, or local law.
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BRG is an E-Verify Employer