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

Recent News

Search


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