Creates, organizes, maintains, retrieves, and disposes of physical and electronic legal records. The role manages retention schedules, updates records databases, ensures compliance with confidentiality policies, tracks chain of custody for sensitive files, and uses AI-assisted search and automated tools to improve document retrieval and retention tracking.
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
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