Providing Client Intake and Records Management Consulting to the Legal Industry

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InOutsource has worked with us in a collaborative partnership to help implement best practices based on their experience. This was an excellent value for the money spent. InOutsource is a company with legal specific experience, a vendor-neutral approach to software and good law firm references. We were very well served by InOutsource. lnOutsource improved our policies and procedures from a risk management perspective while being professional, cost effective, and efficient … we recommend them highly to other law firms. Thanks to Nancy Beauchemin and her team’s solution, we expect to see significant cost savings over the next three years. — Ray Lichtner, Director of Administration, Poyner & Spruill LLP

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Archive for March, 2009

Explaining the Technology Behind Matter Centricity

by Laura LiVecchi of InOutsource

Law firms are facing a multitude of risk management issues surrounding the handling of client information. Federal, state and local rules and decisions change the playing field almost daily, and firms are struggling to keep up with compliance. In addition to conforming to the jurisdictional directives, firm management must also be concerned with business initiatives. Some of these include productivity, growth, malpractice insurance, cost of compliance, and most importantly client interests. All of these issues directly affect the way a firm manages client information throughout its lifecycle, from inception through to final disposition.

Out with the Old

by Nancy Beauchemin of InOutsource

You can reap many benefits from exchanging old records management habits for new ones — compliance with records retention requirements, controlled growth of space and costs associated with file storage and greater responsibility to the environment. Here are some ideas for making records policies and procedures more environmentally responsible.

ARMA – Chicago Chapter 2009 Spring Seminar

Implementing a Retention Schedule in a Law Firm

Facilitator: Nancy Beauchemin, CRM

Date: March 12, 2009

Time: 7:30 AM – 5:00 PM

Location: University of Illinois, Chicago