Record Clerk

A Records Clerk creates, organizes, and maintains a legal organization's physical and electronic records, managing file retention, retrieval, and disposition in accordance with policy and legal requirements.

Education & Background Requirements

Employers hiring for Records Clerk roles typically look for:

• High school diploma required; associate's degree a plus
• Strong organizational and attention-to-detail skills
• Familiarity with document management systems and retention schedules
• Comfort using AI-assisted document organization and search tools

Essential Skills & Competencies

Records Management

• Creates, files, and organizes physical and electronic case records
• Manages records retention schedules and disposition
• Retrieves files and documents on request from attorneys and staff

Compliance & Confidentiality

• Ensures records handling complies with retention and confidentiality policies
• Tracks chain of custody for sensitive files

System Maintenance

• Maintains accuracy of records databases and filing systems

AI & Technology Fluency

• Uses AI-assisted search tools to speed up file and document retrieval
• Applies automated systems to track records retention deadlines

Records Clerk Roles & Responsibilities

Core responsibilities include:

• Create, file, and organize physical and electronic case records
• Manage records retention schedules and disposition
• Retrieve files and documents on request from attorneys and staff
• Ensure records handling complies with retention and confidentiality policies
• Track chain of custody for sensitive files
• Maintain accuracy of records databases and filing systems

Day-to-Day Duties

A typical day for a Records Clerk may include:

• Filing and organizing new case records
• Retrieving a requested file for an attorney
• Reviewing records for retention or disposition deadlines
• Updating the records database for accuracy
• Tracking chain of custody for a sensitive file
• Using AI-assisted search tools to locate a requested document quickly