K2 Services
K2 Services
201 – 500 Employees
B2BConsultingEnterprise
K2 Services provides technology-enabled managed services and operational support to law firms, financial institutions, professional services firms, and corporations. Its work spans shared and administrative services, IT support, records and information governance, document processing, marketing and communications, billing and accounts payable and receivable, workflow automation, consulting, and workplace and facilities services. The company combines operational platforms, automation, and advisory support to help organizations update how they work, manage costs, and support growth.

Matter Mobility Analyst

Coordinate physical and electronic records transfers for Opensity Solutions, a technology-enabled managed services provider. Review records in Relativity and support law firm clients.

Description

  • Coordinate transfers of physical and electronic records.
  • Ensure transfers meet service level agreements, information governance standards, and client requirements.
  • Identify relevant physical files and give onsite teams inventories and transfer instructions.
  • Monitor local records teams and support their adherence to service levels and matter mobility procedures.
  • Review electronic records in Relativity to identify eligible materials and validate transfer requests.
  • Assess large electronic record collections against firm policies, client requirements, and information governance standards.
  • Check transfer packages for quality and completeness.
  • Research and reconcile physical and electronic record inventories.
  • Keep tracking details accurate in iCompli and other matter mobility tools.
  • Support records audits, inventory checks, remediation projects, and information governance initiatives.
  • Address transfer questions from attorneys, legal support staff, clients, and external law firms.
  • Train and support local records team members.
  • Guide stakeholders on incoming and outgoing transfers.
  • Work with IT, litigation support, information governance, transition partners, and other supporting teams.
  • Prepare and securely transfer electronic records, including organizing and compressing approved data exports.
  • Deliver matter mobility projects and process improvement work.
  • Maintain transfer records, share progress updates, and prepare operational reports and metrics for management.

Requirements

  • High school diploma or equivalent; an associate or bachelor's degree is preferred.
  • At least three years of experience in records management, information governance, legal operations, litigation support, document management, or a related field.
  • Experience handling confidential client information and sensitive records.
  • Experience reviewing documents in Relativity or a comparable eDiscovery platform is preferred.
  • Experience with records management systems such as iCompli, FileTrail, or similar tools is preferred.
  • Strong analytical, organizational, and problem-solving abilities.
  • Excellent written, verbal, and interpersonal communication skills.
  • Proficiency with Microsoft Office, including Excel, Outlook, Word, and Teams.
  • Ability to handle multiple projects and deadlines accurately and with close attention to detail.
  • Must live near an office in the Central or Eastern time zone for occasional onsite meetings, training, or project support.

Benefits

  • Medical insurance
  • Dental insurance
  • Vision insurance
  • 401(k) retirement plan
  • Paid time off

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