Matter Mobility Analyst - Legal Records

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5 Locations
In-Office
Legal Tech
The Role

It's fun to work at a company where people truly believe in what they are doing!

Job Description:

We are seeking a highly organized and detail-oriented Matter Mobility Analyst to join our team. The successful candidate will be responsible for coordinating the transfer of physical and electronic records while ensuring compliance with Service Level Agreements (SLAs). This role involves close collaboration with local onsite teams, remote teams, attorneys, clients, and external law firms. Position is primarily remote with some in-office days required. Primary consideration given to those in San Diego, Los Angeles, Palo Alto, San Francisco, and Phoenix.

Key Responsibilities: 

  • Identify all pertinent physical files and provide file lists to local onsite teams. 

  • Monitor and assist local onsite Record’s team members to ensure compliance with SLAs. 

  • Conduct electronic data review in the firm’s Relativity database. 

  • Engage and respond to attorneys, legal support staff, clients, and external law firms regarding transfer activities.

  • Train and assist all local office Record’s team members with the transfer process and transfer inquiries. 

  • Provide firm Matter Mobility IT team members with any needed information and assistance regarding incoming transfers. 

  • Complete Matter Mobility projects. 

  • Send notifications to transition partners and coordinating teams (IT DL, Lit Support) about processing transfers and follow up with them through completion of review. 

  • Zip electronic data exports for transfers. 

  • Provide status updates and metrics to the Matter Mobility Manager. 

Qualifications & Requirements: 

  • Strong organizational, multitasking, and project management skills.

  • 3+ years’ experience in records management, law firm environment preferred

  • Familiarity with iCompli, FileTrail, iManage Records Manager, Autonomy Records Manager (FileSurf), LegalKey, NetDocument, or similar Records Management Systems

  • Familiarity with industry standard transfer processes

  • Working knowledge of MS Word, Excel and Outlook and Teams

  • Attention to detail and a high level of accuracy. 

  • Ability to work independently and as part of a team. 

  • Proficiency in using electronic data management systems. 

  • Excellent communication and interpersonal skills. 

The Compensation range for this role is up to 28.00 USD per hour and may be eligible for an annual bonus. Actual compensation within that range will be dependent upon the individual's location, skills, experience and qualifications.

This position is part of the Opensity Solutions team.  For Information on Opensity’s benefits please visit opensitybenefits.com.


Opensity is a technology‑enabled managed services organization that helps leading law firms and professional services organizations modernize how their operations run. We bring together talented people, innovative technology, and integrated services to create scalable, efficient environments where teams can do their best work and grow their careers.

It is Opensity’s policy to comply with all applicable equal employment opportunity laws by making all employment decisions without unlawful regard or consideration of any individual’s race, religion, ethnicity, color, sex, sexual orientation, gender identity or expressions, transgender status, sexual and other reproductive health decisions, marital status, age, national origin, genetic information, ancestry, citizenship, physical or mental disability, veteran or family status or any other basis protected by applicable national, federal, state, provincial or local law. Opensity’s policy prohibits unlawful discrimination based on any of these impermissible bases, as well as any bases or grounds protected by applicable law in each jurisdiction. In addition, Opensity will take affirmative action for minorities, women, covered veterans and individuals with disabilities. If you need assistance or an accommodation during the application process because of a disability, it is available upon request. Opensity is pleased to provide such assistance and no applicant will be penalized as a result of such a request. Pursuant to relevant law, where applicable, Opensity will consider for employment qualified applicants with arrest and conviction records.

Epiq Compensation & Benefits Highlights

The following summarizes recurring compensation and benefits themes identified from responses generated by popular LLMs to common candidate questions about Epiq and has not been reviewed or approved by Epiq.

  • Healthcare Strength Health, dental, and vision coverage is described as available for full-time, direct-hire employees, alongside life and disability protections and an employee assistance program. Access to these staples is portrayed as a meaningful part of the total rewards package for eligible roles.
  • Retirement Support A 401(k) plan with employer matching is described as part of the U.S. benefits offering. Having retirement support is positioned as a baseline benefit that some employees value.
  • Fair & Transparent Compensation Pay is characterized as good or decent in certain roles, suggesting market-aligned compensation exists in parts of the organization. Total compensation is also framed positively in some accounts that bundle pay with core benefits.

Epiq Insights

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The Company
HQ: New York, NY
6,282 Employees
Year Founded: 1988

What We Do

Epiq, a global technology-enabled services leader to the legal industry and corporations, takes on large-scale, increasingly complex tasks for corporate counsel, law firms, and business professionals with efficiency, clarity, and confidence. Clients rely on Epiq to streamline the administration of legal department and business operations, class action and mass tort, eDiscovery, regulatory, compliance, restructuring, and bankruptcy matters. Epiq subject-matter experts and technologies create efficiency through expertise and deliver confidence to high-performing clients around the world. Learn more at www.epiqglobal.com.

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