Providing Client Intake and Records Management Consulting to the Legal Industry

Testimonials

Able to keep the project focused and applied very knowledgeable project management skills…it was important to have someone coordinate all the internal pieces and InOutsource gave us best practices for the industry. InOutsource was able to show downstream implications of the system with support of highly qualified technical skill sets. — Jeffrey Brandt, Former CIO, Cozen O’Connor

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Nancy Beauchemin

Building a Solid Retention Policy

The importance of properly handling client- matter records has proven to be a great equalizer among firms, regardless of size, practice specialty or technology sophistication. Today’s complex legal, regulatory and best practice mandates are driving firms to take a closer look at how client-matter files are retained. However, as records (both physical and electronic) continue to increase in complexity and volume, many firms are either unsure where to begin or are wondering if they’ve gone far enough with records retention.

Common Pitfalls of the Conflicts Process

Ethical Walls and Confidentiality Screens: Not Just for Conflicts

Get Me The File

Lateral Attorney Hires – Managing Conflicts and Assessing Risk

Manage Client Files the Green Way

Managing Information Risk Before Law Firm Mergers Begin

Moving Records Initiatives Forward

Out with the Old

Preparing Your Firm to Implement a Records Retention Policy

Shifting Roles

The New Role of Records

When Growth Means Risk