Domain Expert - Legal(NetDocuments)

NetDocuments knowledge we require

Core (required of all candidates)

• Knows how matter-centric filing works: cabinets, workspaces, folders, and profile metadata (client, matter, document type, author), and how misprofiled documents get lost

• Knows how versioning works: official vs. draft versions, check-in and check-out, and which version controls

• Knows how ethical walls and access controls work, and when moving or sharing a document breaches one

• Knows how to file email and attachments to the right matter (ndMail or equivalent) and find them again

• Knows how retention, legal holds, and records disposition apply, and when a document must not be deleted or moved

Specialized depth (strong working knowledge in at least 2–3 of the following)

• Litigation support: productions, privilege review, Bates numbering and redaction

• Records management and matter closing or archiving

• Conflicts and new-matter intake

• Knowledge management, templates, and precedent libraries

• NetDocuments administration: security, cabinet configuration, PatternBuilder and automation

• Transactional practice: closing sets, deal rooms, document comparison

What you'll do

• Confirm a document is filed, profiled, versioned, and secured correctly for the matter, not just that it exists somewhere

• Catch documents filed to the wrong matter, the wrong official version, broken ethical walls, and changes to documents the task did not ask to touch

• Judge completeness: were all related documents and emails handled, or only the first one found

• Distinguish "the system allowed it" from "a records manager or partner would approve it"

• Verify that a request that should be refused (deleting a document under legal hold, sharing across an ethical wall) is refused rather than forced through

Requirements

• Frequent NetDocuments use - weekly or more - in your current or recent role

• 2+ years as a paralegal, legal assistant, records manager, litigation support specialist, DMS administrator, or practicing attorney

• Can spot a misfiled document, a wrong official version, or a confidentiality breach on sight

• Paralegal certificate, J.D., or equivalent law firm experience; iManage or other DMS experience is a plus

• Strong working knowledge in at least 2–3 specialized areas above

• Prior data annotation, labeling, or AI evaluation experience is a plus