Records Manager
Haynes Boone · Dallas–Fort Worth, TX
📍 Dallasvia workdayFirst listed here 2026-09-24
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This exempt management position is responsible for the day-to-day operation and continuous improvement of the Firm’s records management program and for the supervision and development of Records Department personnel across assigned offices. The Records Manager implements Firm information governance and records policies, procedures, retention requirements, legal holds, client file transfer protocols, and related controls governing physical and electronic client and business records throughout the information lifecycle.
Working under the direction of the Director of Conflicts and Records, the Records Manager partners with attorneys and business professionals, Office Administration, Information Technology, Information Security, the Office of the General Counsel, Finance, Human Resources, and other stakeholders to deliver consistent, secure, efficient, and client-focused records services. The position is both an operational manager and a subject-matter resource, with responsibility for translating Firm policy into practical processes, quality controls, training, metrics, and technology-enabled workflows.
Essential Duties
Supervise and Develop Records Department Staff
Manage, coach, train, and evaluate Records Department personnel in assigned offices and functions; establish clear performance expectations and promote consistent service standards.
Ensure day-to-day records functions are appropriately staffed, prioritized, and completed accurately and within established service levels and deadlines.
Coordinate staffing and resources for large projects requiring multi-office or cross-department participation, including file transfers, retention and disposition initiatives, office moves, lateral attorney transitions, and data remediation projects.
Develop onboarding, cross-training, procedural guidance, and continuing development for Records Department personnel; maintain appropriate backup coverage for critical functions.
Conduct regular individual and team meetings, address performance or workflow issues promptly, and partner with Human Resources as appropriate on employee development and performance management.
Manage schedules, timekeeping approvals, workload allocation, and other administrative responsibilities for subordinate personnel.
Records Operations and Information Lifecycle Management
Oversee the creation, classification, indexing, retrieval, circulation, storage, transfer, archival, retention, and disposition of physical and electronic client and Firm records.
Maintain operational controls that support accurate matter/file identification, ownership, location, status, and disposition, including quality assurance reviews and periodic audits.
Oversee client file transfers and matter mobility activities for incoming and departing lawyers and clients, including physical and electronic records, in accordance with Firm procedures, client instructions, ethical obligations, and approved transfer protocols.
Administer records retention and defensible disposition processes, including review cycles, attorney/client approvals where required, destruction documentation, and coordination with off-site storage and secure destruction vendors.
Support implementation and administration of legal holds and preservation requirements affecting records under the department’s control; ensure held information is excluded from routine disposition until authorized release.
Coordinate physical records operations, including file rooms, off-site inventories, box management, scanning/digitization, secure destruction, and space reduction initiatives.
Promote appropriate electronic filing and matter-close practices and work with attorneys and business professionals to improve completeness and reliability of the Firm’s official records.
Policy, Procedure, Compliance, and Risk
Assist the Director of Conflicts and Records in drafting, maintaining, and implementing records management and information governance policies, standards, retention schedules, and procedures, subject to applicable Firm approval processes.
Translate policy requirements into documented operating procedures, controls, checklists, and workflows that can be consistently followed across offices and practice groups.
Monitor compliance with records policies, retention schedules, legal holds, client requirements, confidentiality obligations, and applicable legal or regulatory requirements; escalate material exceptions or risks to the Director of Conflicts and Records and other appropriate Firm stakeholders.
Provide guidance and training to attorneys and business professionals regarding records responsibilities, matter file maintenance, retention and disposition, file transfers, and approved information repositories.
Support information governance, privacy, information security, eDiscovery, business continuity, and related risk initiatives where records management expertise or operational support is required.
Maintain appropriate documentation and audit trails for records disposition, transfers, holds, approvals, and other material records-management actions.
Records Systems, Data Quality, and Technology
Serve as the operational owner and subject-matter resource for the Firm’s records management system and related records technologies; ensure systems and workflows support Firm policy and operational requirements.
Maintain and audit records metadata, classifications, locations, retention attributes, and related system information; identify and remediate data-quality issues.
Partner with Information Technology and other system owners regarding integrations among records management, document management, new-business intake, financial, collaboration, and other Firm systems.
Define business requirements, participate in testing, and support implementation of system upgrades, migrations, enhancements, automation, and new records or information governance technologies.
Develop and maintain operational metrics, dashboards, ex
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