Peter Strong Email & Phone Number

Pleasanton, Ca, Us

San Francisco, California, United States

Provide leadership and manage day-to-day operations of the Records team.Manage the performance and delivery of information governance services, including file management (physical and electronic), intakes, releases, destruction requests, data access requests, case room management, and records retention.Enhance the Information Governance program through a thorough understanding of information management, security, and privacy principles.Advise and educate firm personnel on data storage locations, firm systems and tools, and serve as a resource for information governance inquiries.Guide the categorization and organization of firm and client files, including the implementation of standard naming conventions and adherence to ethical and legal obligations.Manage the delivery of information governance end-user training, consulting, and educational programs.Implement records retention policies and procedures, communicate with attorneys and clients regarding file disposition, and maintain accurate records.

San Francisco, California, United States

Provided records creation, circulation, storage, tracking, transfer, and retention services.Registered new files and tracked file circulation in the Records Management System (RMS) database.Prepared inactive files for offsite storage or digitization and performed file culling activities.Conducted regular inventory of files stored at client facilities or offsite storage vendors.Assisted clients with retention and file transfer activities, including file retrieval, preparation of file indexes, staging for review, and shipment.Supported clean-up activities, triaging, categorizing, and managing content storage or disposition.Prepared reports related to the activity of the Records Department and ensured accurate tracking of charges and entries.

San Francisco Bay Area

Created new files following established procedures.Performed data entry into the records management database.Prepared records/boxes for off-site storage in adherence to document retention policies.Retrieved files at client request and ensured timely returns.Participated in department projects and provided high-level customer service.Communicated with clients on job or deadline issues and liaised with offsite storage vendors.

San Jose, California, United States

Develops and streamlines policies and procedures for the management, storage and imaging of archival documents and other materials.Analyzes all records in a variety of formats created by departments within the firm.Assists with the use of artificial intelligence and other technology tools such as Relativity to efficiently sort, filter and organize electronic records.Organizes, indexes and maintains client and administrative data in either paper or electronic format.Responsible for protecting the confidentiality of client data.Arranges training and provides support to all levels of staff to ensure accurate filing and easy retrieval of data within the firms’ document management system and performs quality control reviews.

Chicago, Illinois, United States

Register new files and track the circulation of files to and from client staff in Records Management System (RMS) database.Prepare inactive files for offsite storage or digitization, performing file culling activities as requestedPerform regular inventory of files stored at client facilities, or offsite storage vendorsAssist client with retention and file transfer activities, obtaining relevant files, preparing file indexes, staging for review, and preparing for shipment.Assist client with clean-up activities, including triage, categorization, and appropriate storage or disposition of content.Prepare reports related to the activity of the Records Department.