We are eagerly preparing for ILTACON 2025, looking forward to reconnecting with many of you in National Harbor. If you’re planning to attend, we’d love to book some time to catch up!
Read on for:
Read the latest from our team of experts, delivering educational content, analysis and opinion across all our areas of practice focus:
We honored to be invited to speak on two conference panels:
Lunch & Learn: Harnessing the Power of Microsoft Purview — Pathways, Pitfalls & Peer Perspectives
In this session, InOutsource experts will guide you through proven strategies for tackling OCG compliance, optimizing eDiscovery workflows, managing unstructured OneDrive data, and leveraging the latest reporting enhancements.
Expect a session full of actionable insights and real-world applications designed to help your organization take full advantage of Purview’s capabilities.
Wednesday, August 13th (12pm). Attendance by invitation only.
Please contact us for more details.
We’re proud to be sponsoring and attending several partner events, including:
Project Management: The Secret Edge to Strategic Planning
Monday (8/11) 11am— 12:30 pm
PMOs and Project Managers have key insight into business case development and strategic planning. In this session, we’ll share how to meet stakeholders where they are and help them make their case for their priority projects!
What Tech Leaders want from IG
Monday (8/11) 4pm— 5pm
G.Exciting insights from recent surveys of CIOs and CTOs highlight a continued and growing focus on Information Governance (IG). It’s clear that IG is becoming increasingly pivotal in the technology landscape. To delve deeper into this topic, we are hosting an engaging session with several prominent technology leaders. They will share their experiences on why they have embraced IG and what they are looking for from their IG staff. This is a fantastic opportunity to gain valuable perspectives and understand the evolving expectations in the field of IG.
Reesa David
Project Manager, InOutsource
Cindy Fragliossi
Manager, Head of Project Management Office (PMO), Fried Frank
Mary Nguyen
Director of Planning & Strategy, Paul Weiss
Jordan Fox
IG Consultant, InOutsource
Alexis Collins
Chief Information Officer, US, Norton Rose Fulbright
Don Sternfeld
Chief Innovation Officer, Steptoe LLP
Read the latest from our team of experts, delivering educational content, analysis and opinion across all our areas of practice focus:
Intake Intelligence provides firms with a standard set of reports and dashboards that answer critical questions about new business intake turnaround timing, volume patterns, team productivity, exceptions management, and more. It enables organizations to better understand how new clients, matters, and lateral hires are onboarded.
At this webinar, a panel of risk, IG, and training leaders discussed proven strategies for successful change implementation, overcoming common roadblocks, and fostering a culture of adaptability.
Nectar, our innovative online Learning Management System (LMS) accelerates training and development, by providing centralized, standardized learning tools and information that can be mapped to your firm’s specific needs.
In this roundtable, a panel of IG and risk leaders unpacks the full lateral lifecycle — from onboarding to offboarding, and everything in between, exploring ways to refine and enhance the process.
This roundtable webinar shares real-world stories, tried-and-true strategies, and critical insights for firms looking to advance their Intapp Cloud strategy.
In this webinar, co-presented with Intapp, our expert panel explores how law firms can effectively respond to current risks while being ready to address future challenges.
The 2024 Bressler Risk Blog Compensation Survey collected role and compensation details from 138 participants, including 66 managers. Of those, 53 participated in an optional section collecting feedback across six areas. Read the highlights for: “What are your goals for risk staff recruiting, training, and career development in 2025?”
This three minute video provides key highlights and capabilities of Nectar, our risk e-learning solution for law firms.
Taking flight with Copilot requires careful planning, skilled navigation, and rigorous risk management. In this session, we shared insight and inspiration to advance your firm’s journey.
Our concierge service and support offering,
HiveMind Client Care, makes it possible for firms like yours to tap our organization’s collective experience and skill across areas including: Intapp, IG & Analytics.
For firms seeking regular, responsive, hands-on assistance that exceeds the scope of “vendor helpdesk,” but doesn’t call for the cost and resourcing of formally-scoped, professional service project engagements, InOutsource offers HiveMind Client Care for IG/RM Software.
Whether you’ve adopted a single application, or their complete risk and compliance suite — your firm has made a significant investment in Intapp. It’s critical you get the ongoing return you expect on that investment.
Industry veteran Nancy Beauchemin founded InOutsource in 2000 with a mission to help law firms implement new levels of insight, control, and capability in areas including; analytics, process automation, information governance, risk management, client intake, and cost management.
Over the past two decades, she’s worked with over 150 firms, collaborating with cross-functional leaders in IT, Marketing, Business Development, Knowledge Management, Finance, and Risk to improve internal policies, streamline operational processes, and deploy software solutions tailored to their organization’s specific needs and objectives.
Nancy presents and writes regularly on topics including information governance, change management, and compliance.
Eric Mosca, CRM, director of operations for InOutsource, has decades of experience in new business intake, conflicts of interest, and information management consultation. Specifically, he conducts comprehensive analyses of new business intake, conflicts, and records operations; develops policies and procedures; assists with documenting business and technology requirements and system selection; provides software development, implementation and testing; and oversees staffing solutions and vendor relationships.
Eric Mosca has been designated as a Certified Records Manager and graduated Magna Cum Laude with a Bachelor of Arts degree in English from Temple University. He frequently speaks about the technology and processes surrounding client intake workflow, conflicts and records management. He is also a frequent contributor to well-known legal publications and a presenter at the International Legal Technology Association’s annual conference.
Sonia Ahluwalia is a passionate and results-oriented leader with over 20 years of experience in Business Transformation, Program Management, Change Management, Data Optimization, Risk Mitigation, and Innovation. She has a proven track record in legal technology, having worked at several consulting firms, including an AMLAW 100 firm and Accenture Federal Services. She excels in delivering business transformation initiatives that result in significant improvements in revenue growth, EBITDA, and operational efficiency. Sonia is a creative thinker and innovative thought leader who is passionate about tackling complex business problems.
Sonia has experience building world-class software engineering solutions and teams and managing complex initiatives at both tactical and strategic levels. She is a distinguished business strategist and value creator with a passion for operational excellence. Sonia excels at uncovering value opportunities and translating them into actionable plans. She is also skilled at building high-performing teams and empowering them to achieve organizational goals. Sonia has a keen eye for current market trends and her ability to identify and capitalize on opportunities is unmatched.
Dave brings together a super-group of project managers, subject matter experts, and technologists as the strongest implementation team devoted to information governance software in the Legal industry: the Information Governance Systems Group.
He started his career at InOutsource in 2011, doing hands-on records management and information governance work, pushing dirty boxes down rows of dark dusty file rooms, researching obscure data sources and begging attorneys to get rid of ancient files. Since he knows the day-to-day struggle of working in an outdated records management system (RMS) firsthand, he’s made a career of implementing modern systems like FileTrail. As law firms increasingly focus on reducing cost and risk through executing on retention, Dave is the man to call to get the job done. He’s successfully deployed retention programs at large law firms and knows it’s a lot more complicated than simply throwing boxes in the shredder. The real work is building the list of eligible materials and gaining necessary approvals – a process Dave can help you automate. Physical and electronic data lives in every nook and cranny in the firm; Dave can help you locate and unify your data into one central repository with sufficient details to drive retention decisions.
Dave doesn’t want customers, he wants partners. While he has been in your shoes before, there is always something new to learn from every client project. Let Dave share with you the lessons learned and collected from the 50+ law firms (and counting!) he has consulted with throughout his career.
Zach develops custom analytics solutions that enable law firms to make data-driven decisions.
Zach supports law firm clients as a developer on business intelligence platform implementations. He designs data models, builds ETL processes, and provides technical support for our law firm clients who have adopted business intelligence technology. Zach specializes in Qlik and Sisense system administration. He works collaboratively to ensure that each client’s custom needs are met during implementation.
Previously, Zach has worked at InOutsource as a database developer, supporting FileTrail and Intapp Open implementations. This prior experience gives him a strong foundation and knowledge of common law firm technology solutions.
Zach holds a B.S. in Business Administration with a concentration in Information Systems from the University of North Carolina Wilmington. He is also a certified Qlik Sense System Administrator.
A ten-year industry veteran, Alicia works with firms on data and analytics projects, including New Case Filing Intelligence and innovative conflicts reporting solutions.
Skilled and certified in analytics software and best practices, she takes a holistic view of client and project requirements, working to deliver solutions that deliver tailored UI, data visualization, and functional capabilities.
With a background in financial, and experiencing managing related processes for professional services organizations, she contributes her expertise to colleagues designing and implementing back office analytics solutions.
Alicia has earned an M.A. from Southern New Hampshire University. She is also a certified Qlik Sense Business Analyst.
Colin has 30 years of Records and Information Governance experience both as a practitioner and as a consultant. He has held senior positions at Am Law firms and corporate organizations including Ropes & Gray LLP, Choate, Hall & Stewart LLP, Bain and Company, and Wellington Management. His consulting experience has spanned 16 years as a trusted advisor to 50+ Am Law firms and dozens of corporations in the financial services, engineering, and life sciences industries.
Colin’s experience includes data and process analysis, design, and implementation of information governance and risk management policies, systems, and overall programs. Change management and communications underlay all his engagements to ensure both client satisfaction and positive business outcomes.
He is a graduate of Suffolk University in Boston earning a B.A. w/ honor in Biology. Colin has also been active in professional organizations over his 30 years serving as the President of the Boston ARMA Chapter, VP of ARMA New England, NorthEast Region Coordinator, and as a member of several committees. Colin is a member of the Law Firm Information Governance Symposium (“LFIGS”) and has co-authored multiple white papers. Additionally, Colin is a frequent speaker at ARMA, ILTA, and ALA meetings.
Tim Clauss has over 12 years of highly technical experience implementing and enhancing Information Governance Programs in Law Firms. Tim has been the project and technical lead on hundreds of records and conflicts system projects, including new software implementations, data migrations, system upgrades, and firm mergers. Tim has the capability to dive deeply into system data, and explain the results to non-technical system users.
Tim Clauss also has a long history of developing enterprise software to extend Information Governance adoption and execution. He is a skilled developer in a variety of programming languages such as SQL, XML/XSL, C#, Visual Basic, HTML, and JavaScript. He has long been interested helping clients get the most from their significant investment in Information Governance solutions, and is a leader in the field of broad application of retention policy across disparate information repositories.
A native and current resident of St. Louis, Missouri, Tim has a Master’s Degree in Business Administration from the University of Missouri – Columbia. Tim has more than 20 years of experience analyzing, developing and implementing software applications for such companies as the Kentucky Department of Public Health, CSC, Department of Defense, Thompson Coburn, W Venture, and Revolution Software.
Tim has a Master’s Degree in Business Administration from the University of Missouri – Columbia.
Reesa David is a seasoned project manager and implementation expert with over a decade of experience driving successful transformations, bridging the gap between business needs and technology in both legal and the tech industry. Her background includes serving as a Senior Business Analyst in Big Law, where she developed a deep understanding of the unique challenges faced by legal organizations. This experience is complemented by her work in the tech sector, leading software implementations and conducting process mapping to optimize workflows and drive efficiency.
A certified Scrum Master and Product Owner with an MBA, Reesa adeptly leads complex software implementations, optimizes processes, and manages change within large, established organizations. Her experience spans strategic planning, software development and implementation, process improvement, change management, and even firmwide restructuring. As a Project Manager, she is passionate about helping organizations leverage technology to achieve their strategic objectives.
Jordan has spent his career helping clients tackle complex problems, first as an attorney in some of the world’s largest law firms and more recently as a compliance consultant.
In law school, Jordan clerked for the City of Philadelphia Law Department, the Federal Election Commission, and the Virginia Family Resource Clinic, and served as Executive Editor of the Virginia Law Weekly. He went on to practice law as an associate in two Vault100 law firms, routinely representing clients in high-stakes trials and appeals. He also conducted internal investigations on behalf of corporate and institutional entities, and maintained an active pro bono practice. Jordan then shifted from litigation into compliance consulting, where he has spent years helping numerous clients in heavily regulated industries comply with state and federal regulations.
Jordan’s wealth of knowledge and experience gives him a nuanced understanding of the challenges faced by law firms. What problems can he help you solve today?
Originally from South Jersey and now living in the Philadelphia suburbs, Jordan has been mispronouncing “water” his entire life. Outside of work, he enjoys reading, writing screenplays, jogging and watching old movies. He has a J.D. from the University of Virginia School of Law and a B.A., cum laude, from Harvard.
Adam has 20+ years of experience in a sales, sales management, and marketing role. He has worked with Law firms for over 10 years in helping them make fact-based decisions concerning operational efficiency and mitigating risk.
Adam enjoys discovery sessions with his clients, and gathering information so he can help guide a firm to a successful install, implementation and training project. Adam likes to listen and understand a clients business goal and what their pain points/challenges are, that arise over time. Prior to joining InOutsource, Adam worked as a Managing Director at Intapp for 7+ years and as a Managing Director at Aurora North Software for 2+ years.
In his spare time, Adam coaches’ baseball, enjoys playing golf, traveling to the beach, snow skiing and planting grass in the Georgia red clay. Adam is a graduate of the University of Georgia and has gone through several sales training programs over the past 20+ years.”
Josh has been in the IT field for 25+ years starting on the Helpdesk before beginning his specialization in Development which includes Windows and Web but focused on database development.
Josh now focuses on all things data ranging from database operations and development to data integration and analytics. Josh spoke at the PASS Data Summit in 2022 on DB operations leveraging PowerShell and the dbatools command set.
Josh’s focus is Microsoft SQL, but also has experience with Oracle, MySQL and DB2 databases. Josh’s career has included working with multiple clients in both on-prem and remote/cloud environments in a variety of industries. Prior to joining InOutsource,
Josh worked at an AMLaw 100 firm rebuilding their enterprise data landscape including implementing industry best practices and standards to enable sustainable, scalable growth of their data environment. Josh has also been a key member of multiple go-live and migrations including his most recent migration of Elite Enterprise to Aderant Expert with no more down time to the firm that absolutely required.
In his spare time, Josh enjoys anything electronic from computers to home automation (ask him sometime about his “smart” home). He also enjoys cars and motorcycles and when the weather is nice, taking a nice ride to nowhere in particular. He has also recently found an appreciation for live music and attends as many concerts as he can.
Kel is responsible for streamlining how InOutsource engages and serves clients. Key to his efforts is coordinating collaboration and execution across sales and marketing teams.
In this role, he works to connect data, technology, and business processes. His responsibilities include managing internal data management practices and data quality, streamlining workflows (managing tools including Salesforce, Zendesk, and LinkedIn Sales Navigator), and coordinating outbound campaigns and outreach.
Kel holds a Bachelor’s degree in Communication Studies, with a focus in Marketing and a Minor in Entrepreneurship, from the University of North Carolina Wilmington.”
Jon King is a seasoned legal technology professional with expertise in business development operations and technology solutions. With a proven track record of optimizing processes and implementing innovative technologies, Jon is a results-driven leader who thrives in collaborative environments.
Throughout his career, Jon has successfully streamlined compliance operations, aligning technology, people, and processes to drive transformative change. He excels at navigating complex environments and building strong relationships with stakeholders, enabling effective cross-functional collaboration.
Jon’s strategic leadership has led to successful enterprise-wide technology implementations and process reengineering initiatives. By leveraging cutting-edge tools and staying ahead of industry trends, he helps organizations optimize workflows, drive revenue, reduce costs, and enhance operational efficiency.
Jon actively pursues professional development, sharing insights at industry conferences. His experience and expertise make him a trusted advisor for legal professionals seeking to transform their operations.
Beyond his work, Jon enjoys outdoor activities, playing hockey, coaching hockey, traveling to support both his sons’ athletic teams, and supporting his wife Jessica’s efforts as a volunteer adoption coordinator for a local dog rescue.
David has more than 20 years of experience in technology projects, law firm risk management and leadership. His knowledge of law firm risk management includes new business intake, conflicts, information governance and compliance. Coupling this deep subject matter understanding along with a strong technical background allows David to partner with clients to ensure their success.
With a career that started as an application developer, David has the unique ability to speak the technical language as well as understand the client’s business requirements, priorities, and goals. Having held many positions such as developer, business analyst, integration specialist, project manager and business stakeholder David has firsthand experience of the challenges and obstacles that pop up during projects of all shapes and sizes.
David’s skillset is rounded out by his leadership experience. Prior to joining InOutsource David was the Associate Director of Business Intake and Conflicts – Operations for Kirkland & Ellis, LLP. In this role David was responsible for strategic hiring, staff performance management, data reporting and metrics and service level commitments to the partnership.
David earned a B.S. in Information and Decision Sciences from the University of Illinois at Chicago.
Tom has more than 30 years of experience in delivering technology solutions to law firms, with expertise in improving business processes and workflow efficiencies across a wide range of areas including document management. He prides himself on being organized and gathering the right people to the table to find the best solutions for any firm issue.
Tom’s background includes supporting over 200 law firms with document scanning workflows, cost recovery and PDF solutions. He also has worked with many firms supporting document outsourcing and managed services, where he served in various positions including operations, pre sales analyst and business development roles.
Tom has been an active member of the Association for Legal Administrators (ALA), on the national, region and local levels serving in several roles including executive director of the Philadelphia chapter for four years. He has also regularly participated in ILTA events including regional seminars and international conferences. In his spare time Tom volunteers for many social justice organizations.
Daniel is an experienced technical resource with a rich background in replacing firm systems by ensuring your data is migrated accurately and with consistency. In tandem with his business acumen and analysis, Daniel’s strong suit is making sure that your team is able to capitalize on its technology infrastructure by aligning business systems with your information governance policies.
Whether he’s creating a new perspective from which a firm can view their information or migrating data from a troublesome legacy system onto a new platform, Daniel takes pride in facing a challenge.
When Daniel is not assisting clients, he enjoys spending time outdoors, reading, and making nice meals that his children refuse to eat.
