Matter Mobility Analyst

Opensity Solutions; Philadelphia (Philadelphia County); Hybrid; USD 33,000 - 37,000; Full time

Benefits offered by this job

Medical insurance

Dental insurance

Vision insurance

401(k) retirement plan

Paid Time Off (PTO)

Job summary

Opensity Solutions is seeking a highly organized Matter Mobility Analyst to join our Matter Mobility team. The successful candidate will coordinate the transfer of physical and electronic records while ensuring SLAs, Information Governance standards, and client requirements are met.

A significant portion involves conducting electronic records reviews within Relativity to identify and prepare records for transfer, working with attorneys, clients, external law firms, and tech partners.

Qualifications

• 3+ years of experience in records management, information governance, legal operations, litigation support, document management, or a related field.
• Experience with confidential client information and sensitive records.
• Experience conducting document reviews in Relativity or a comparable eDiscovery platform preferred.

Responsibilities

• Identify all pertinent physical files and provide inventories and transfer instructions to local onsite teams.
• Monitor and assist local office Records team members to ensure SLA compliance.
• Conduct electronic records reviews within Relativity to identify records eligible for transfer and validate transfer requests.
• Review large volumes of electronic records per firm policies and Information Governance standards.
• Perform quality control to ensure only authorized records are included in transfer packages.

Skills

Records management

Information governance

Relativity experience

eDiscovery

Microsoft Office

Education

Bachelor's degree preferred

Tools

Relativity

iCompli

FileTrail

Job description

About Us

Opensity Solutions is the largest tech‑enabled managed services organization serving leading law firms, financial institutions and professional services firms. At Opensity, we provide integrated operational platforms, automation and advisory services that enable clients to modernize operating models, reduce cost and accelerate growth. Our capabilities include IT and technology solutions, document processing and administrative support, marketing and communications, billing and AP/AR services, records and information governance, workflow automation, consulting and hospitality and facilities services.

About Us

Opensity Solutions is the largest tech‑enabled managed services organization serving leading law firms, financial institutions and professional services firms. At Opensity, we provide integrated operational platforms, automation and advisory services that enable clients to modernize operating models, reduce cost and accelerate growth. Our capabilities include IT and technology solutions, document processing and administrative support, marketing and communications, billing and AP/AR services, records and information governance, workflow automation, consulting and hospitality and facilities services.

Our Mission

Our mission is to provide modernized technology platforms, elevated technology support, and valuable insights, empowering our clients to excel in what they do best.

Job Description

We are seeking a highly organized and detail-oriented Matter Mobility Analyst to join our Matter Mobility team. The successful candidate will be responsible for coordinating the transfer of physical and electronic records while ensuring compliance with Service Level Agreements (SLAs), Information Governance standards, and client requirements. A significant portion of this role is dedicated to conducting electronic records reviews within Relativity to identify, analyze, and prepare records for transfer. This role involves close collaboration with local onsite teams, remote teams, attorneys, clients, external law firms, and technology partners.

Location

This is a primarily remote role. The selected candidate must reside near an office in the CST or EST time zones for occasional onsite meetings, training, or project support. This includes New York, Short Hills, Boston, Miami, Baltimore, Washington DC, Reston, Atlanta, Raleigh, Chicago, Austin, Dallas, Houston, Philadelphia or Wilmington.

Key Responsibilities

• Identify all pertinent physical files and provide file inventories and transfer instructions to local onsite teams.
• Monitor and assist local office Records team members to ensure compliance with SLAs and Matter Mobility procedures.
• Conduct electronic records reviews within Relativity to identify records eligible for transfer and validate transfer requests.
• Review large volumes of electronic records while applying firm policies, client requirements, and Information Governance standards.
• Perform quality control reviews to ensure only authorized records and information are included in transfer packages.
• Research, validate, and reconcile physical and electronic record inventories.
• Maintain accurate records tracking information within iCompli and related Matter Mobility tracking tools.
• Participate in records audits, inventory validation efforts, remediation projects, and other information governance initiatives.
• Engage and respond to attorneys, legal support staff, clients, and external law firms regarding transfer activities and transfer-related inquiries.
• Train and assist local office Records team members with transfer processes and Matter Mobility procedures.
• Provide stakeholders with information and assistance related to incoming and outgoing transfers.
• Coordinate with transition partners and supporting teams, including IT, Litigation Support, and Information Governance, throughout the transfer process.
• Prepare, package, and securely transfer electronic records, including zipping and organizing approved data exports.
• Complete Matter Mobility projects and process improvement initiatives.
• Maintain transfer documentation, provide status updates, and prepare operational metrics and reporting for management.

Qualifications

• High school diploma or equivalent required; Associate's or Bachelor's degree preferred.
• 3+ years of experience in records management, information governance, legal operations, litigation support, document management, or a related field.
• Experience working with confidential client information and sensitive records.
• Experience conducting document reviews in Relativity or a comparable eDiscovery platform preferred.
• Experience with records management systems such as iCompli, FileTrail, or similar applications preferred.
• Strong analytical, organizational, and problem-solving skills.
• Excellent written, verbal, and interpersonal communication skills.
• Proficiency in Microsoft Office applications, including Excel, Outlook, Word, and Teams.
• Ability to manage multiple projects and deadlines while maintaining a high degree of accuracy and attention to detail.

The Compensation range for this role is 24.00 to 26.50 USD per hour. Actual compensation within that range will be dependent upon the individual's location, skills, experience and qualifications.

All eligible employees receive access to a comprehensive benefits package, including:

• Medical insurance
• Dental insurance
• Vision insurance
• 401(k) retirement plan
• Paid Time Off (PTO)

Opensity is committed to fostering an inclusive, equitable, and accessible workplace. We believe diverse perspectives strengthen our teams and the work we do for our clients.

Opensity provides equal employment opportunities to all applicants and employees and does not discriminate on the basis of race, colour, religion or creed, sex, sexual orientation, gender identity or expression, age, national or ethnic origin, ancestry, citizenship, disability, family status, marital status, source of income, record of offences, or any other characteristic protected under applicable federal or provincial human rights legislation.

We are committed to fair and barrier free recruitment, selection, and employment practices, and to providing reasonable accommodation throughout the hiring process and employment lifecycle, in accordance with applicable human rights legislation.

Candidates who require accommodation during any stage of the recruitment process are encouraged to advise our Talent team so appropriate support can be provided.