Manages the firm’s physical and electronic records program, including personnel supervision, information lifecycle processes, retention, legal holds, file transfers, compliance, system administration, data quality, vendors, budgets, reporting, and process improvement. Partners with attorneys, technology, security, legal, finance, and other stakeholders to maintain secure, efficient, and compliant records operations across multiple offices.

Manages attorney billing by preparing and approving proformas, issuing invoices, handling e-billing submissions and disputes, configuring client and matter billing information, and maintaining compliance with firm and client requirements. The role analyzes billing data, creates schedules and reports, coordinates with attorneys, staff, and clients, and maintains confidential records while meeting strict deadlines.