PHYSICAL RECORDS CLERK

Kelly Hart & Hallman LLP; Fort Worth (TX); On-site; USD 28,000 - 40,000; Full time

Job summary

Kelly Hart & Hallman LLP in Fort Worth, TX seeks a Physical Records Clerk to manage, organize, retrieve, and destroy physical client files in accordance with firm retention policies.

This full-time, on-site role requires strong data-entry and records-management skills, proficiency with Microsoft Office and records systems, and reliable transportation.

You will support attorneys and staff by ensuring timely access to documents, maintaining confidentiality, and complying with firm policies.

Qualifications

• Experience in a law firm, data entry and/or records management.
• Strong organizational skills, attention to detail, and ability to meet deadlines.
• Reliable vehicle and valid driver’s license with proof of insurance.
• Ability to lift 20–30 lbs regularly and stand for periods.
• Proficiency with Microsoft Office (Word, PowerPoint, Excel).

Responsibilities

• Handle daily clerical tasks including answering phones and general office files.
• Create, organize, update, close, and destroy physical case files per retention policies.
• Retrieve documents for legal staff and attorneys internally and at off-site locations.
• Monitor file movement and update records management software with accurate tracking.
• Prepare files for off-site storage or destruction.
• Maintain confidentiality and discretion regarding sensitive matters.
• Transport files to and from off-site locations and track mileage for reimbursement.
• Multitask and adapt to shifting priorities in a fast-paced environment.

Skills

Data entry

Records management

Organizational skills

Attention to detail

Deadline-driven

Driver’s license

Professional appearance

IMANAGE

FileBridge

3E

Time entry software

Microsoft Office

Tools

IMANAGE

FileBridge

3E

Time entry software

Job description

A Physical Records Clerk manages, organizes, retrieves physical client files, documents, and case materials to ensure compliance with retention policies and attorney needs. This is a non-exempt position.

Responsibilities

• Handle daily clerical tasks including answering phones, managing general office files, and scheduling meetings.
• Create, organize, update, close, and destroy physical case files according to Firm retention policies.
• Retrieve documents and files for legal staff and attorneys both within the Firm and at off-site location.
• Monitor file movement, update records management software with accurate tracking, and prepare files for off-site storage or destruction.
• Maintain absolute confidentiality and discretion regarding sensitive Firm and client matters.
• Transport files to and from off-site using personal vehicle and accurately track mileage for reimbursement.
• Ability to multitask and handle shifting priorities in a fast-paced and time-sensitive environment, work independently, and perform other duties as assigned.

Qualifications and Experience

• Prior experience working in a law Firm, data entry and/or records management.
• Strong organizational skills with the ability, attention to detail, ability to follow directions, and the capacity to meet deadlines.
• Reliable vehicle for transporting files to and from off-site storage.Provide proof of insurance along with a valid driver’s license (no suspension or limited use restrictions).
• Ability to stand, reach, and lift at least 20–30 lbs (bankers boxes) regularly.
• Proficiency with Microsoft Office (Word, PowerPoint, Excel), Imanage (or similar database platform), File Bridge, and 3E (or similar time entry software).
• Proven ability to exercise good judgment, manage interactions with clients, attorneys, and staff courteously, and maintain a professional appearance with regular, on-time attendance.

The Firm offers an attractive compensation and benefits package commensurate with experience. We are an Equal Opportunity Employer committed to the hiring and promotion of the best qualified individuals without regard to race, religion, color, sex, sexual orientation, national origin, age, or disability.