Providing Client Intake and Records Management Consulting to the Legal Industry

Testimonials

InOutsource helped to centralize and simplify administration of Sedgwick’s records management functions, necessitated by several years of growth and acquisition. This included restructuring offsite storage contracts that saved the firm more than $100,000 the first year alone. The experienced consultants from InOutsource also identified practical ways to streamline processes within our records operations that increase efficiency and saves money. We’re thrilled with the results, and look forward to a continued partnership with InOutsource. — Jim Nations, Sedgwick LLP Director of Operations – East

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Project Management Support


Our project management and implementation services vary depending on each client’s need. Every engagement is client-specific, however some examples of ongoing project support that we provide include:

 

  • Create a formalized, long-term project plan for managing information and records within a law firm or corporation
  • Develop requirements and manage proposal process to choose records, document, conflicts and workflow systems
  • Project management support for data mapping, systems implementation and customization (e.g. automated workflow, conflicts, records and document management)
  • Development of document retention policy and supporting procedures
  • Plan for managing files before, during and after an office relocation or merger
  • Educational sessions for attorneys on the importance of managing client-matter information in a way that protects the firm from risk and supports client needs
  • Recruit, assess and train records staff