Providing Client Intake and Records Management Consulting to the Legal Industry
In 2007, Holland & Knight selected InOutsource as our records management consultants for multiple reasons. Because InOutsource is legal industry-focused, they brought knowledge and experience gained by working with other law firms. They were not interested in merely making recommendations or creating written policies, but rolled up their sleeves with us to create processes that would make it possible to apply the policies we adopted. Most importantly, they approached records management in a holistic manner. InOutsource saw how our records program touched numerous aspects of firm administration and client representations, and possessed extensive knowledge, understanding, and abilities in the disciplines necessary to move the project forward. I would recommend without hesitation InOutsource to any law firm looking for expertise in records management and information governance. —
- 2013 Law Firm Information Governance Symposium
- Putting The Horse Before The Cart: How To Successfully Update New Business Intake
- A Conflicts of Interest Primer
Before founding InOutsource in 2002, Nancy spent 20 years working with law firms in various capacities. She developed her document and information system expertise through sales and management positions with Uniscribe Professional Services (now a division of Williams Lea) and Canon Business Solutions. Nancy has earned the prestigious Certified Records Manager (CRM) designation from the Institute of Certified Records Managers and is a member of ARMA International. She holds a B.S. degree from Northeastern University. She frequently is called upon to speak to legal professionals and write for industry publications on records management topics.
Eric provides project management expertise to assist clients in every aspect of records management. Specifically, he conducts comprehensive analyses of records operations; develops policies and procedures; assists with technology requirements and system selection; provides software development, implementation and testing; and oversees staffing solutions and vendor relationships. Eric works in partnership with clients and is often called upon to train and mentor firm employees.
Eric’s records management and project management experience stems from a variety of positions held almost exclusively within the legal industry. He has served firms as a records manager organizing complex litigation material, as manager of facilities management operations, and as a project manager instituting records management and conflicts checking software. Prior to joining InOutsource, Eric managed a number of Philadelphia accounts for Uniscribe Professional Services, where he gained extensive experience designing and implementing document imaging operations for large law firms. His hands-on experience also includes client intake and records data entry and retrieval for Novum Pharmaceutical Company. Eric is a CRM and a member of ARMA International. He graduated magna cum laude with a B.A. in English from TempleUniversity. Eric frequently lectures and contributes articles to industry publications on records management topics.
Matt provides project management and consulting support to law firms in the areas of client intake, conflicts due diligence, and records management. He has a strong background working as both a conflicts analyst and records management specialist and has experience using a variety of business intake, conflicts, document management, and records management system. Matt frequently works with law firm clients to assist with resolving software data integrity issues and provide training to law firm staff. He also works directly with clients to develop a variety of policies and procedures to allow them to more effectively manage client information and reduce their risk exposure, while maximizing the capabilities of their business and records management software systems. Matt graduated with honors from Rowan University with a B.A. in Law and Justice Studies. He is a member of both AIIM and ARMA International