Providing Client Intake and Records Management Consulting to the Legal Industry

Testimonials

InOutsource was introduced to us by our firm’s malpractice insurance carrier, and it didn’t take long to know why they were so highly recommended. Nancy and her team’s unparalleled knowledge and expertise have been invaluable as they’ve helped in updating our firm’s governance and retention policies. Leveraging their experience and relationships, InOutsource also successfully renegotiated our off-site records storage contracts. Between the more favorable contract terms and pricing secured and the improvements recommended to our internal operations, InOutsource is responsible for our firm achieving significant cost savings and greater efficiency. We are also in a stronger position with respect to risk management as a result of our new governance policy, which we would not have been able to accomplish without their help. I highly recommend InOutsource for both their expertise and their dedication to client satisfaction. — Maria Casas, Operations Manager, Best Best & Krieger LLP

Recent News

Search


Analysis and Benchmarking


We begin our engagements with a comprehensive onsite analysis. We take the time to understand the people and steps involved in creating and managing client matter information and then review each process from a risk, efficiency and cost perspective. We will review your firm’s:

                                                               

  • Current physical and electronic file management policies and procedures
  • New matter intake procedures and workflow (conflicts, new matter creation)
  • Technology platforms (existing and planned)
  • E-mail management
  • Retention policies, procedures and schedules

 

At the conclusion of our analysis, we present you with a customized report that provides the necessary framework to develop a long-term strategic plan to compliantly manage information.