Providing Client Intake and Records Management Consulting to the Legal Industry
Please feel free to call us at 888.845.7015
Records and Information Management
Law firm and corporate legal department records management is more than managing physical client-matter files. It is about building a foundation to consistently manage, access, and store information.
InOutsource takes a lifecycle approach to records and information management, recommending efficient, effective and legally compliant solutions for handling client-matter information from new business intake and file creation through to final disposition. We consult with you first to understand your unique business issues to provide you with:
- Procedures and policies for managing client-matter information and records
- Requirements for choosing a records and document management system
- Classification schemes and naming standards to consistently identify and manage information across disparate repositories
- Strategies for handling client information during law firm mergers

