The Buzz Newsletter (November 2025)
Thank you for your partnership throughout 2025. Strong client relationships are the foundation of every successful software and consulting project. We deeply value our long-term collaborations.
As you see in greater detail below, this year we invested heavily in innovation, focused on addressing critical challenges facing firms like yours.
These investments delivered new offerings and enhancements, including our Lateral Uplift and Microsoft Purview consulting services, which we showcased at ILTACON.
This month, we are excited to launch Intake Intelligence, offering enhanced dashboard and reporting for Intapp Intake and Conflicts. (With many firms now advancing their Intapp cloud migration plans, reporting is a great way to add value immediately, on-premises, while also supporting a better future in the cloud.)
As you set priorities for investments in change and innovation, our team of technologists, business analysts, attorneys, and project managers stands ready to assist you and your firm to define and execute projects on time and on budget.
If you would like to schedule time to speak about ways our team can support yours in 2026 and beyond, we would love to connect.
President and Founder
Director of Operations
InOutsource @ ILTACON
INTAKE INTELLIGENCE: Unlock Risk Performance Insights: Efficiency, Timing & Trends
Drawing on InOutsource’s cross-functional expertise in Intapp Intake and Conflicts, analytics, and the broader risk management best practice landscape, Intake Intelligence provides firms with a standard set of reports and dashboards that can be further extended and customized to meet their organization’s specific needs.
Built on Microsoft Power BI, and supporting Intapp both on-premises and in the cloud, this solution enables firms to get data-driven answers to critical questions about intake turnaround timing, volume patterns, team productivity, exceptions management, and more. It presents not only aggregated, departmental-level summaries, but also breakouts and drill-downs across key criteria including: practice groups, matter profiles, geographies, and staff resources.
Data and Dashboards Delivered
Unlocking new levels of real-time information and reporting enables organizations to better understand how new clients, matters, and lateral hires are onboarded. This understanding creates a data-driven roadmap for adapting policies, practices, staffing, and escalations to create an even better experience for all stakeholders in the business acceptance and continuance lifecycle.
Intake Intelligence provides event-level detail, summaries, and reporting across a variety of areas, including:
Microsoft Matters
WEBINAR RECORDING: Leveraging the Power of Microsoft Purview — For Risk and Compliance Solutions
WEBINAR RECORDING: Designed for a Risk Management audience, we showED real-world applications of Purview that will also engage the technical teams that support Risk practitioners. We walkED through several use cases leveraging Microsoft Purview features, including:
- Outside Counsel Guideline Compliance — Identifying, classifying, and labeling content (across disparate repositories) subject to client policies and regulatory rules
- Matter Mobility — Leveraging native Microsoft Purview capabilities to collect responsive materials for review, as part of client file transfer protocols (including navigating encryption complexities)
- Remediating Client Information in OneDrive — Surveying and analyzing unstructured data across OneDrive, identifying “dark data” that should be indexed and subject to governance rules
- Mandated Destruction – Leveraging Microsoft Purview to comply with requests for Destruction and ensure deletion of content subject to a request across Exchange, SharePoint, OneDrive, and Teams
- Information Barriers – Utilizing information barriers in Microsoft Purview for specific Clients and/or Users
- Reporting Enhancements — Using PowerBI to get deeper visibility into your critical information, data governance, and compliance efforts — including transforming native Microsoft Purview logs into useful insight
Whether your firm is just at the early stages of deploying Microsoft Purview, or you are powering through advanced adoption scenarios — this session is one worth watching!
Risk & IG Training
NECTAR: Celebrating Five Years of Training Excellence
Our team is excited to celebrate InOutsource Nectar’s fifth birthday!
Special thanks to the 700+ individuals who have accessed, studied, and learned from the 300+ content pieces and 40+ hours of video learning on law firm risk, conflicts, information governance, and intapp technology.
Looking forward to “and many more”!
For those looking for a slice:
Risk Q&A: Nectar "Ask Me Anything (About Risk)"
Our team recently held an inaugural risk “Ask Me Anything” webinar event. About 30 Nectar subscribers were in attendance to quiz our three expert panelists on all things law firm risk.
Participant questions our panelists explored included:
- What type of project management tools have been effective for business intake or lateral on boarding for the purposes of tracking?
- How are firms handling “general matters” to ensure they don’t become a dumping ground for parties.
- Best practice for linking parties in an Intapp conflict party search profile while still maintaining the full detail of the party name.
- in a cloud world, what are some ways that firm can supplement the functionality of Intapp Data Sets when migrating away from Query Integrations?
- Thoughts on uploading and coding engagement letters in Intapp Terms as opposed to or in addition to outside council guidelines.
- Tips and tricks for lateral hires management to ensure that candidates provide accurate information the first time around.
For firms with Nectar subscriptions: Watch the Recording Here.
Intapp Clouds In View
Resource: Intapp Cloud Migration: Assessment and Planning Services
“I SAW A CITY IN THE CLOUDS” — (“It is the future you see…”)
The future o f Intapp is in the cloud. With strong incentives already in place for firms to advance their migration journey, InOutsource is ready to be the force guiding your destiny!
To help organizations avoid uncertainty, scope projects accurately, and execute migrations on schedule and on budget, we’ve developed a proprietary cloud assessment.
Executing a detailed technical review and expert analysis, our practice team will evaluate your environment and needs — producing detailed recommendations, a tailored roadmap, and unique insight.
Ready to take your first step into a larger world?
CLOUD MIGRATION WEBINAR: Best Practices, Lessons Learned, Stories & Strategies
Drawing on our experience executing over 250 successful Intapp risk software projects, including a growing number of cloud migration engagements, this roundtable shared real-world stories, tried-and-true strategies, and critical insights for firms looking to advance their Intapp Cloud strategy.
We discussed key “cloud-only” features that offer powerful new potential, explored how to scope practical, phased migration plans, and discussed practical lessons for firms at any stage of their Intapp Cloud journey.
SESSION SPEAKERS:
- Eric Mosca, Director of Operations
- John Vassalotti, Solutions Manager, Cloud Migrations
- Alastair Seddon, Manager of Integrated Solutions
Lateral Thinking
Lateral Uplift offers a unique blend of consulting (policy, process, and technology), and hands-on assistance, covering the entire operational lateral lifecycle, tailored to address your firm’s specific challenges.
So if the quotes below sound familiar, let’s talk!
Beeswax (Industry Insight)
WEBINAR RECORDING: Reduce your firm’s risk with a future-proofed compliance technology stack
How can your firm effectively respond to current risks while being ready to address future challenges?
In this on-demand webinar, you’ll learn how:
- The right technology can enable your firm to address increasing risks and respond to future unknown risks
- What your firm should consider when investing in new technology
- How to overcome any resource constraints in responding to risks
ARTICLE: The Impact of Artificial Intelligence on Law Firms’ Business Models
Robert Couture, Senior Research Fellow at the Harvard Center on the Legal Profession, writes:
Artificial intelligence (AI) is increasingly recognized as a transformative force in the legal industry. For large law firms, the adoption of AI tools offers the promise of enhanced productivity, new capabilities, and improved client outcomes.
However, these benefits come with challenges, particularly regarding the dominant billable hour model, which forms the backbone of law firm revenues.
Team IG: Balancing data movement and disposition with knowledge and AI needs
In the age of big data and artificial intelligence, organizations face the challenge of managing data movement and disposition while meeting the demands of knowledge management and AI.
During this session Leigh Zidwick, Senior Director of Information Governance, DLA Piper LLP and Glenn Fischer, Global Director of Information Governance, Mayer Brown LLP, will provide insights into strategies for achieving this balance, including data classification, retention policies, and leveraging AI for smarter data management.
Discover how to optimize data flow without compromising on compliance or operational efficiency
More Resources & Updates:
CONFLICTS: Conflicts News — Firm Survives Class-related Conflict Attempt, Navigating Client Advisory Conflict
BILLING & WALLS: Late-walled Defense Attorney Disqualified in ‘Hi-Tech’ Matter, “Success Fee” Client Billing Risk, Conflict and Firm Payment Dispute
CONFIDENTIALITY: Protective Order Confidentiality Problems Lead to Sanctions, International Privilege Concerns, Auditors’ Independence Impeded,
The Bee's Knees
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