Providing Client Intake and Records Management Consulting to the Legal Industry

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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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InOutsource Expands Client Intake and Workflow Services

Reducing risk associated with accepting new clients and
streamlining conflicts due diligence processes.

Thorofare, NJ – April 28, 2010 –InOutsource, a leading provider of client intake, records and information management consulting to law firms, announced today an expansion of their Client Intake and Workflow services to the legal industry.

This service offering puts law firms working with InOutsource in a favorable position to accept engagements that are aligned with their overall business and risk management goals. InOutsource’s risk management service offering includes:

  • Auditing of current processes, people and technology for vetting potential new clients and performing conflicts due diligence
  • Performing a diagnostic assessment of the data integrity of a firm’s conflicts and intake system
  • Training firm attorneys and staff on best practices for evaluating potential new engagements
  • Training intake staff to perform a more comprehensive investigation of potential clients, including strategies for data input, search and reporting of information
  • Designing an intake and conflicts workflow that is efficient and complies with firm practice areas, geographical jurisdictions and applicable legal and ethical guidelines
  • In-depth understanding of evolving legal requirements such as Anti-Money Laundering (AML) that firms must adhere to when practicing internationally

Read more: Press Release – April 28, 2010