Providing Client Intake and Records Management Consulting to the Legal Industry

Testimonials

Since their company’s founding in 2002, our firm has trusted InOutsource for consultation and project management on a variety of records management-related projects. Their experts have been instrumental in successful system implementations of new records, conflict checking, and RFID systems, as well as ethical wall processes, records destruction, policy design and much more. InOutsource’s consultants and staff are an excellent team; and Eric, in particular, is extraordinarily knowledgeable, professional and easy to work with. Their willingness to take initiatives on our firm’s behalf and share their expertise has helped us implement process improvements leading to significant efficiency and cost savings. — Laurence A. Liss, Chief Technology Officer, Blank Rome LLP

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Archive for May, 2009

InOutsource Finalist for Green Leadership Award

InOutsource, a leading provider of records retention and information management consulting to law firms, announced today that NJBIZ, New Jersey’s weekly business journal, named the company a finalist in the journal’s Green Leadership Awards in the category of Green Education.

Thorofare, NJ (PRWEB) May 21, 2009 — InOutsource, a leading provider of records retention and information management consulting to law firms, announced today that NJBIZ, New Jersey’s weekly business journal, named the company a finalist in the journal’s Green Leadership Awards in the category of Green Education.

An independent panel of judges agreed that InOutsource’s environmental educational program showed achievement and initiative. Last August 2008, InOutsource began educating the legal industry on the top practices for environmentally friendly records management. With new technology and new electronic-based processes, corporations had started to demand that their law firms follow environmentally friendly practices. InOutsource saw an opportunity to educate these law firms on best practices in records management to help them comply with client demands; these practices lead to reduced paper usage, reduced resource usage, decreased storage needs, increased recycling and more.

Launching the campaign at the International Legal Technology Association annual conference, InOutsource distributed a list to show attendees – printed on recycled paper and designed to be posted on a bulletin board at work — of the top 10 environmentally friendly records management practices, and also contributed $1 for every person who visited their booth to The Nature Conservancy’s Plant a Billion Trees campaign. At the show, they spoke with hundreds of attendees about environmentally friendly records management practices. The company posted the same list to their corporate Web site so every visitor can see the link when they visit. This top 10 list generated interest from legal industry publications for more information so Nancy Beauchemin, President of InOutsource, began contributing articles on the use of best practices in records management that lead naturally to environmental consciousness. These articles reached more than 92,000 readers.

Read more: Press Release – May 21, 2009

Risk Management in the Modern Law Firm

Panel Member: Nancy Beauchemin, CRM
Date: May 19, 2009
Sponsor: The ARK Group
Place: University of Chicago Gleacher Center

Common Pitfalls of the Conflicts Process

by Nancy Beauchemin of InOutsource

Firms and their attorneys have an undeniable duty of loyalty to their clients. One of the primary goals of a law firm’s client intake and conflicts due diligence process is to ensure that the duty of loyalty is not breached. The duty of loyalty assumes a duty of protecting client confidentiality.

Generally speaking, whether or not a conflict exists comes down to two basic principles: An attorney and his or her firm cannot be adverse to current clients, and they cannot be adverse to former clients in substantially related matters. While these concepts seem relatively simple and straightforward, the reality for most law firms is that assessing whether a conflict exists can be difficult.