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

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New Business Intake and Conflicts


InOutsource will review your entire process for opening a new matter. We look at the current requirements and the steps taken to ensure that all new matters are screened for potential conflicts in accordance with firm policies. We assist in balancing the need to efficiently open matters for billing with the firm’s goals for choosing appropriate matter representations. We will provide:

 

  • A redesigned business process for managing the new business intake process
  • Project management, design and implementation support for conflicts and workflow software
  • Policies and procedures that mitigate risk associated with new matter process, developed by working with the firm’s risk management attorney or general counsel

 

We also provide advice and policy development for dealing with records associated with lateral moves, whether the attorney is moving into or away from your firm. We are experienced in developing client intake and conflicts check systems for lateral hires, and systems to review and authorize release of files to departing attorneys.