Records Manager & Conflicts Specialist

San Francisco, CA 94111

Posted: 05/13/2023 Legal Category: Other Area(s) Job Number: 1378

Job Description

Records Management & Conflicts Specialist

San Francisco, CA



Our client is a tier one boutique law firm based in San Francisco. The firm is progressive, dynamic, and has proven to achieve excellent results for clients locally, nationally, and internationally. The firm is seeking a Records Management & Conflicts Specialist to join their team. 


• Work with COO, risk management partner, and others to develop and implement records management policies to ensure compliance with the Firm’s legal obligations and operational requirements. 
• Work with Firm lawyers and others to manage and reduce offsite storage inventories. 
• Coordinate and/or perform scanning activities to ensure projects are completed timely and accurately. 
• Implement procedures for the collection, review, and release of electronic and physical records necessary to comply with client records transfer requests. 
• Process electronic and physical records received in conjunction with the onboarding of lateral lawyers and/or the transfer of incoming client files. 
• Coordinate and/or perform routine audits of physical records inventories. 
• Support processes for physical and electronic records disposition in response to court-ordered document destruction and to implement the Firm’s retention policies. 
• Review client intake requests (new client/matter memos) to ensure accuracy and completion. 
• Data entry, search and analysis of conflicts data into the Firm’s conflicts and new matter intake systems in accordance with established policies and procedures. 
• Conduct research via external sources to establish corporate structures and management profiles. 
• Ensure the timely and efficient processing of conflict requests and their processing. 

• Minimum two plus (2+) years of work experience in legal records management, information governance, or conflict management environment. 
• Excellent written and oral communication skills. 
• Strong interpersonal and collaborative skills. 
• Experience using records management software and document management systems. 
• Proficient with Microsoft software, specifically Outlook, Word, PowerPoint, and Excel.
• Experience with client conflict databases. 
• Experience with video conferencing and screen share functionality. 
• Ability to exercise discretion and maintain the confidentiality of firm records and information. 


$90,000 - $100,000/year DOE 



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