E-Discovery - Assistant Project Manager (APM)

Role Summary:

The Assistant Project Manager (APM) supports the Legal Technology Project Management team by providing client-facing coordination, administrative support, and first line responsiveness across matters. The APM role is designed to increase overall delivery capacity, improve client experience, and allow Project Managers to support a larger client base without increasing utilization.

While primarily a supporting role, APMs may, over time, independently manage defined transactional matters and internal matters as experience and performance allow.

Key Responsibilities:

Client & Matter Support:

• Serve as a client-facing support resource, primarily in a supporting capacity to the assigned Project Manager.
• Provide first-level client responses, including acknowledgments and procedural updates, to support SLA compliance.
• Draft client communications using approved templates and PM direction; submit for review when required.
• Send kickoff emails using standard templates (APM does not lead kickoff calls).

Matter Administration:

• Create and maintain matters and tasks in Agility Blue.
• Maintain matter documentation, notes, and instructions as directed by the PM.
• Support evidence tracking and administrative hygiene under PM guidance.
• Assist with client follow-ups and delivery-related communications.

Workflow Coordination (Non-Supervisory):

• Assist with internal coordination by following up with Analysts on timelines and status.
• Act as a coordination and communication bridge without assigning work, enforcing SLAs, or performing quality control.
• Escalate issues through the assigned Project Manager per established escalation paths.

Transactional Matter Ownership (Progressive Responsibility):

• Over time, may independently manage defined transactional matters, characterized as:
  • Low dollar value, one-off matters
  • No hosting component
  • Limited in scope
  • Not first-time engagements or expansion opportunities
  • Internal matters assisting the print shops
  • Initially, transactional matters will retain PM oversight.
  • With demonstrated performance, APMs may manage these matters independently without assigned PM oversight.

Performance Expectations:

Success in the role is measured primarily through:

• PM feedback on support quality and effectiveness
• Reduction in PM utilization pressure while supporting more clients
• Improved Time-to-Reply, driven by APM ownership of first-level responses
• Faster client acknowledgments and kickoff communications

APMs are expected to proactively respond to client emails approaching SLA thresholds to help prevent breaches and improve overall team responsiveness.

Skills & Experience:

• Background in technical eDiscovery workflows or legal technology
• Strong written communication skills and attention to detail
• Familiarity with Relativity and core eDiscovery concepts preferred
• Comfort in a client-facing coordination role
• Ability to follow established templates, workflows, and escalation procedures
• Relativity Certified Administrator (RCA) is encouraged, particularly for APMs pursuing progression into PM roles.