InOutsource was founded in 2002 to provide law firms with the insights and outcomes they are looking for.
Our expertise spans many disciplines, including information governance, law firm risk management, and data analytics.
Our team includes attorneys, technologists, and policy experts — with significant in-house experience and a track record working with over 100 firms.
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.
Allen brings over 20 years of professional experience using a wide variety of technologies to InOutsource.
He spent almost 10 of those years at major Philadelphia-based law firms in different roles, including a developer, senior systems engineer, and manager of a team of developers.
He has extensive experience routing data from disparate systems both on- and off-premises using proven, performant techniques and methodologies. He has skills and experience creating processes using combinations of SQL and Intapp Integrate, consuming and manipulating data stored in databases, JSON and XML formats or directly from web/cloud services.
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.
John brings over 25 years of professional experience in knowledge transfer. He spent many years in academic publishing overseeing teams in content creation, editorial and production, and marketing and promotion. John has created innovative digital learning products as well educational websites that receive millions of pageviews. He is the author of five books connected to writing and publishing.
John earned a bachelor’s degree in Education from Kutztown University in Pennsylvania. His new role at InOutsource is Product Manager for the Nectar E-Learning Platform.
When John is not at his desk, he enjoys spending time reading, listening to podcasts, and running. He owns more books than he will ever get to, but he is trying.
A recent graduate of Saint Joseph’s University with a B.S. in Information Technology, Lauren is certified in both Intapp Intake and Conflicts. She uses her skills to assist clients with their Intapp initiatives by building workflows and forms conducive to their intake processes.
When not hard at work, Lauren enjoys spending time with her family and dog, traveling, and playing pickleball.
Alicia provides project management support to our Data & Analytics projects.
As a result of her formal Qlik training, Alicia is able to guide your project with UI development and data visualization best practices in the forefront. In addition to day-to-day tasks, she collaborates with a team of technical resources to meet the needs of our client specifications, creating custom visualizations and intuitive interfaces. Alicia’s financial background also gives her a unique perspective into empowering firms to make data-driven-decisions. Previously, Alicia managed billing on a company-wide basis at InOutsource.
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.
Frank offers a wealth of expertise to law firms pursuing technology projects such as new business intake, conflicts of interest, and information governance software implementations.
He has managed large data translation projects for Aderant, Elite Enterprise, and Elite 3E, and integrated core applications to ensure that data is propagated cleanly and efficiently. With a background in web development, SQL, SSIS, SSRS reporting, and Intapp Integration Builder, Frank focuses on data integrity and offers a range of methods to clean up existing data stores.
Frank’s expertise comes from a variety of positions held throughout the past 25 years in law firms and corporate environments. Most recently, he served as a data architect and web developer at Merrill Lynch, and as an integration specialist with Ballard Spahr LLP.
He graduated from Pennsylvania State University with a degree in Accounting.
Cody comes to InOutsource with more than ten years of experience in business analysis and project, product, and program management. He enjoys analyzing complex workflows and systems and is skilled in leading collaborative efforts to design and implement paths toward optimized future states.
In the 5 years prior to joining InOutsource Cody was a leader in the technology group of a large intellectual property law firm where he led the implementation of vendor or custom developed solutions and ultimately managed the group’s team of business analysts and product owners.
Prior to joining the legal vertical his career in technology first began in higher education at the University of Minnesota where he was heavily involved in the foundational stages of building a data governance program and new enterprise data warehouse supporting the institution’s transformation from legacy-tabular reporting to modern business intelligence solutions.
After growing up in northeastern Iowa, Cody graduated magna cum laude from Winona State University in southeastern Minnesota with a degree in Business Administration, Human Resources Management, and Management. In his free time, he can be found working on projects around his house and in his yard, or out and about enjoying all that Minneapolis and Minnesota’s ‘up-north’ culture have to offer with his partner, Kellie.
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.
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.
Jennyleth is an experienced and results-oriented technical business consultant with a background in project management, technical delivery, and client finance. Demonstrated expertise in aligning methodologies, improving project life cycles, and ensuring the successful execution of complex projects.
Skilled in translating business requirements into technical specifications, leading agile projects, and implementing software solutions. Adept at managing project portfolios, collaborating with cross-functional teams, and providing strategic direction for technology implementations.
Jennyleth specializes in Intapp product implementations including Flow/Intake, Conflicts, Terms, Time, and Billstream.
Blair Collins is a Systems Integration Specialist, utilizing tools such as Boomi, to deliver solutions connecting clients’ Practice Management Systems with their Intapp Intake and Risk projects. He also develops stand-alone processes for tasks such as data extraction or loading. His goal is always to leave the customer incredibly happy with their solution and he has an excellent track record of achieving this.
Blair has a Bachelor of Science in Computer Science from the University of Delaware. He has been in the legal IT industry for over 20 years, developing projects in the areas of reporting, workflow, and integration. That experience is split between significant time as a consultant and working in a law firm IT department so he can relate to both sides of that relationship.
Garrett provides custom conflicts and intake solutions that integrate directly with firms existing data.
He leverages his education in computer science along with his Intapp risk experience to increase the speed of client’s New business Intake processes.
He enjoys the end-to-end process of working with clients to build the software that drives their business, but also maintaining the long-lasting relationships that are accumulated through trust and delivery. In his free time, he enjoys traveling, watching football on Sundays with his girlfriend, and playing with his dog (Buddy).
Marcia Cook comes to InOutsource with 17 years of IT experience with the last 7 years heavily focused on Business Intelligence and Data Warehouse Development, as well as Data and Analytics solutions. Prior to completing her bachelor’s degree, Marcia also worked as an Executive Assistant for various employers including Micron Technology, American Express, University of Utah, and the United States Army Kwajalein Atoll (USAKA).
Marcia has extensive experience with various Analytics tools including Qlik, Tableau, Sisense, OBIEE, and Domo. She has studied both Kimball and Inmon data warehouse methodologies, Software Development Life Cycle (SDLC), and various programming languages including SQL, C++, Java, .NET, and python.
Marcia obtained her Bachelor of Science in Mathematical Science with a minor in Computer Science from University of Alabama in Huntsville.
In addition to work, Marcia has been a college Math tutor for all ages, specializing in general mathematics, algebra, and calculus.
With an eye for detail and a knack for setting deadlines and objectives to reach a larger goal, Shelby supports the cost containment department as a project manager.
Her prior experience includes software development and technical writing.
Shelby holds a bachelor of arts in communication with a concentration in organizational communication from the University of Saint Francis in Fort Wayne, IN.
Alyssa has been in the Human Resources field since 2013, and has gained a wealth of knowledge in leadership, HR Policies and Procedures, and HR Technology Systems.
Alyssa comes from the public sector working for the Superior Court of NJ as a HR Generalist with a focus on Leave of Absence Administration, Payroll and Benefit Administration, and New Hire On-boarding for 500 employees. Alyssa works closely with the Director of Finance and Administration to facilitate the recruiting and on-boarding process for InOutsource. Aside from supporting the rest of the Administration Team, Alyssa is also the point contact for Performance Reviews, and Training and Development.
Alyssa received her Bachelor of Arts in Communication from Monmouth University. When not working, you can find Alyssa spending her free time down at the shore.
Lorin has over 17 years in the legal industry, with 13 of those years spent with an international law firm. Her prior experience as a Conflicts Manager and Technology Business Analyst Manager will be beneficial in her role as a Project Manager here at InOutsource. Lorin holds a Bachelor of Arts in Communication and an Associates degree in Paralegal Studies. She has a passion for helping people and is always looking forward to assisting our clients with projects.
When not working, Lorin enjoys spending time with family, traveling, and enjoying the outdoors.
Alisha is a ring master who lives her life in the Cloud. She is most comfortable occupying two worlds at once — that might mean translating your business requirements to technical design, working across business lines to create holistic and integrated solutions, or establishing company infrastructure to support better outcomes for each of our clients.
As product delivery manager Alisha thinks structurally and systemically to solve problems. If she’s doing her job right it means you don’t have to sweat the details of your engagement with InOutsource.
While she takes pride in her work, Alisha doesn’t take herself too seriously. When she’s not working, you can find her wandering around Philadelphia, overanalyzing that TV show she just watched, or frying up some garlic in olive oil.
Alyse supervises all finance, human resources and administrative responsibilities. She is also responsible for planning, coordinating, and supporting daily operational functions as well as ensuring InOutsource’s business lines receive the support necessary to meet the needs of every client.
With over 25 years of experience working with professional service companies, Alyse has helped business owners achieve their financial goals and better understand their business models. Starting her career at Ernst & Young LLP, she has worked with a wide range of small, mid-sized and multinational companies to identify best practices and expand their impact.
Alyse has her B.S. degree in Accounting and Business Management from the State University of New York at Albany and is a Certified Public Accountant in Pennsylvania and New York.
Chris’ primary focus at InOutsource is project management. Since he began with us in 2016 he has led the team through one successful implementation after another, each with its own set of hurdles and personalities.
In addition to managing the implementations Chris handles a number of aspects on our projects from consulting support and process design to development and project organization.
As someone that has worked in new business intake, conflicts due diligence and resolution with a top international law firm for a decade before coming to InOutsource his first-hand knowledge of the process and its intricacies adds a layer of expertise that is invaluable to our clients.
Victoria is concerned with managing workflow and processes throughout InOutsource in order to optimize daily activities and improve performance across the board. She coordinates with the Project Management Office to ensure tool updates are being implemented to their fullest potential and works closely with our Director of Finance and Administration to support internal reporting, ensuring the team has the right data for resource planning.
Victoria also provides organizational support to multiple departments, ensuring that InOutsource’s business lines are operating at the highest capacity in order to provide our clients with top-quality service. Not one to shy away from necessary aspects of work, she helps facilitate engagement events and the DEI program at InOutsource.
Victoria holds a B.A. from Bryn Mawr College.
Maria is a business-minded Information Technology Leader with 25+ years of experience leading teams to complete high-impact initiatives in software development, architecture and B2B integrations.
She has 4+ years’ experience leading a software development team in a legal environment, directly working with internal developing custom .net applications to support internal law firm processes as well as working with clients to provide data integration automation. She has hands on experience with SOAP and REST API’s, C#, SQL, SSIS, SSRS, Intapp on prem tools, UI Path and more.
Maria is also a certified Scrum Master with over 9 years’ experience using Agile approach in management of software development process. She introduced and implemented SCRUM methodology as well as the use of JIRA for software development projects and IT initiatives.
Maria has a Bachelor’s Degree in Information & Computer Science. She migrated from Poland to US in early 90’s where she lived in New Jersey and in 2018 moved to Asheville North Carolina. When she has free time, she likes organic gardening, cooking and crafts like dot mandala painting.
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.
Karen Frazier has 26+ years of experience in the legal industry both working directly for law firms and as a vendor for legal RIM/IG solutions. Prior to joining InOutsource, Karen worked with Epiq as a Senior RIM/IG Consultant providing subject matter expertise to Records managed services engagements as well as technical consulting in support of RIM/IG programs. She also worked with Revolution Software, developing and performing client implementations of REMOVE (now FileTrail Governance), a records disposition workflow application.
Karen has extensive experience with client engagements creating RIM/IG policies and retention schedules, migrations between Records systems, modifying and enhancing existing Records applications, and creating custom solutions in support of RIM/IG programs.
Prior to Revolution Software, she worked 12 years with Schottenstein, Zox & Dunn (now Ice Miller) and 4 years with Benesch, Friedlander, Coplan & Aronoff.
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.”
Adrienne serves as an information governance and risk management utility player for InOutsource’s clients.
A certified Information Governance Professional (IGP), she’s equally comfortable creating firm policies, procedures, and end user training guidance as she is applying IG principles to system implementations or configuration enhancements.
Her analytic approach allows her to pinpoint and surface areas for improvement at all levels, from developing overarching strategy down to the details of tactical execution.
While ensuring effective project delivery, Adrienne takes every opportunity to demonstrate IG best practices in real time across her client engagements. She knows the importance of building consensus to create change – her clients experience concrete results and tangible progress in their IG maturity.
When she’s not at her desk, you’re most likely to find Adrienne on a Spin® bike.
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 develops and implements custom analytics solutions that enable law firms to make data- driven decisions.
Kel supports our law firm clients as a developer on business intelligence and analytics platform implementations. Specializing in Qlik and Alteryx design, his focus is creating data models and dashboards to ensure that each client’s custom needs are met during implementation. In addition, he also develops and maintains relationships with current and former clients.
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.
Rose opens the line of communication between clients and the team to get projects done. She supports the Information Governance Systems department as a Project Manager.
Rose has over five years of experience in strategic implementation, team building, and business development.
Rose earned her J.D from Maurice A. Deane School of Law at Hofstra University, where she was the Vice President of the Black Law Student Association and holds a Bachelor of Arts degree in English from SUNY Albany.
When she’s not working, you’re most likely to find Rose at a Barre class or shopping the latest fashion trends.
A self-professed technophile with roots in theater, arts & letters, and development, Chris Jones is a jack of all trades and master of the English language. Chris brings both technical know-how and a get-‘er-done attitude to projects and clients. With years of experience in many industries, including financial, manufacturing, technology, security, and legal, Chris can effectively grasp and offer integrated solutions to all clients’ day-to-day issues.
Having an MA in English Literature and Composition, Chris has been programming since disco was cool, with a slight detour during the teenage years when coding wasn’t cool. Following a decision to forgo a Ph.D. and academic career, Chris set out on a journey that has taken him from documenting technical software projects to training, designing, and testing, to business process reengineering and workflow development.
When not working, you will find Chris on a bike (or working on them), and riding the trails and backroads of upstate SC.
Versatile. Rigorous. Thorough. With over two decades of professional IT experience, Harley brings to each client engagement a wide array of technical knowledge across multiple business areas. His work focuses on migrating data from multiple systems, creating permanent but flexible synchronization processes, and working in tandem with clients to develop custom solutions for complex data integrations. Whether on-premise or in the Cloud, Harley is relentless with the task at hand and stops at nothing to get the job done.
As an astute problem solver, Harley helps clients get on the bleeding edge of new products and solutions, and navigate the ever-changing technological landscape to achieve and maintain a competitive advantage. He is quick to take on new challenges and diligent when learning new technology. Additionally his relationship with clients doesn’t end when he’s successfully completed an implementation – he takes the time to share what he’s learned with firm technology teams to ensure a smooth hand-off.
Harley’s past work in the legal, medical, and retail industries – including seven years at a large Philadelphia-based law firm – allows him to deftly navigate and intimately understand any data management systems. He maintains certificates in Boomi, Intapp, and other data technologies.
Craig provides information and data governance consulting for our law firms with a focus on developing formal data management structures to help our clients better control, protect, and enhance the quality and business value of information assets.
Before joining our team, Craig worked as a project attorney focusing on large-scale e-discovery productions for multidistrict litigations. In this role, Craig regularly coordinated with client leadership to ensure all responsive client documents were appropriately compiled and preserved for timely production in accordance with any directives set out in applicable case management orders. Craig played a significant role in culling and organizing client records into powerful exhibits to support the arguments of partnered firms handling motion practice in various jurisdictions throughout the country and managed all correspondence and supplementary document productions issued in response to deficiency notices received from opposing firms. Prior to joining Eckert Seamans, Craig served an extended term as a civil and family judicial law clerk for The New Jersey Superior Court in Camden County.
Craig earned his J.D. from The Drexel University Thomas R. Kline School of Law, where he graduated magna cum laude, and holds a B.A. from Penn State University.
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.
Conor’s primary focus is in executing software migrations from a myriad of legacy RM systems, with a strong level of expertise in LegalKEY specifically. His extensive familiarity with those legacy systems allows him to accurately provide each client with best practice recommendations that will support the firm’s business and security goals.
Having spent years embedded in law firm records departments, Conor is accustomed to high stress environments and always remains cool under pressure. His organizational skills combined with his extensive knowledge of all things legal allow Conor to effectively strategize and plan implementation processes and develop efficient workflows.
Conor graduated Summa Cum Laude with a B.A. from Rutgers University.
By managing and consulting across all our service lines, Kyle brings an interdisciplinary understanding of the law firm ecosystem to each of his engagements. His experience working with multiple products allows him to assess many perspectives to design the solution ideal for the firm. Kyle’s background has given him the tools and knowledge to help firms optimize their investments in staff, workflow, and technology.
Kyle’s proven leadership of internal and external resources ensures a smooth project lifecycle intended to suit your team today and grow with it tomorrow. He advocates for his clients and will find the best solution for your unique data and policy requirements. Of distinction, in the last three years Kyle has worked with four of the largest law firms in the world.
A former ARMA presenter, Kyle holds a B.S. from Saint Joseph’s University and previously worked as an Operations Manager at a Market Research and Consulting firm.
Leandro Gallo is a Data & Analytics Consultant with a strong passion for technology and a deep commitment to solving complex problems. Hailing from Montevideo, Uruguay, Leandro’s journey in the world of data analytics and business intelligence development has been marked by over five years of experience in various industries, including insurance, e-commerce, marketing, and finance.
With expertise in designing data models, building ETL processes, and crafting tailor-made solutions, Leandro has worked on innovative projects in areas such as sales, conversion, billing, fraud detection, real-time decision-making, and trend analysis.
A current resident of Huntington Beach, California, Leandro is a certified Qlik Sense Data Architect, ensuring the seamless operation and security of Qlik Sense servers, while adhering to best practices for application performance.
Jamie is passionate about ongoing learning for everyone; firmly believing that every day is an opportunity to learn something new. With over a decade of experience in eLearning, Jamie has the knowledge to help users navigate the system, managers run reports and help their teams, and create the content inside the Nectar system. As the LMS Administrator, she balances the technical, customer support, and content creation with ease.
Jamie volunteers with two different nonprofit organization both of which also have an education focus. She is a local babywearing educator and sits on the board of an arts organization that teaches various mediums of art to the local community. When not working or volunteering, Jamie likes to spend time with her family, reading, sewing, or baking something rich, fattening, and delicious.
Ted assists law firm clients in undertaking new business intake and information governance projects.
Ted supports Intapp Open implementations by developing process documentation, testing data migrations and software components, and providing project management oversight. He has worked to implement a variety of policy, procedural, and technology initiatives related to new business intake, conflicts, and records management. In addition, he plays an active role in the design, development, and implementation process, in collaboration with other InOutsource colleagues.
Previously, Ted served as interim head of information governance for a 500-attorney international law firm. In this capacity, he focused on implementing process change and mentoring staff through the adoption of new practices. This industry expertise and hands-on background in change management during technology adoptions makes him an important asset for our law firm clients.
Jon translates law firms’ conflicts and intake processes and ideas into newly customized workflows and forms.
His ability to quickly diagnose issues and come up with creative solutions is key in providing deployment support for our clients.
Jon has several years of on-site law firm experience, embedded in records management departments. This prior experience and hands-on exposure to law firm information management gives him a depth of understanding when it comes to legal-specific processes and systems.
Having a PhD in Music Composition, Daniel has followed a unique career path through which he has gained years of experience in development, education, communication, public speaking and performance, and creative and artistic productions working with diverse communities.
When not at a keyboard (computer, piano, etc.) Daniel can be found running, cooking, or spending time with his daughters.
Ryan is a problem solver who specializes in migrating large sets of data. With extensive SQL, Integration Builder, and application experience, Ryan handles everything from complex integrations to application customizations.
Ryan also brings a wealth of AM Law 100 information technology experience. With nearly a decade in the space, Ryan appreciates the complex intersections of technology to your legal practice, billing, and management.
When not diligently migrating client data Ryan enjoys skiing, golfing, cooking, and spending time with his family.
Dominick is a problem solver who is always looking for the right pieces to complete the puzzle.
When starting a new project, he loves to find all the hidden gems within your data to help him identify effective ways to simplify and streamline your user’s experience.
Armed with ample experience devising creative solutions for your business requirements and knowing all the application stratagems, Dominick has seamlessly transitioned his on-premises skill set to ensure we can offer parity on any installation.
In tandem with his Boomi Developer and Flow certifications, he is ready to support your team as you move into the Cloud. Dominick has several years imbedded in a team that worked in law firms, making him well suited to tailor your configuration to meet your business process needs. This prior experience and hands-on exposure to law firm information management gives him a depth of cognizance when it comes to legal-specific processes and systems.
Chris focuses on implementing Intapp Open solutions for law firm clients.
His prior experience includes working in highly-regulated environments of the public and nonprofit sectors, including designing, implementing, and maintaining digital recordkeeping solutions. This gives Chris a unique expertise in reporting and monitoring compliance matters.
Chris holds a Master’s in Public Administration.
Jonas provides technical expertise in data migration, software development and installation, and data integrity.
He develops, maintains, and integrates a variety of standard and non-standard law-specific software applications within finance, business intake, auditing, internal processing, and conflicts systems. His skillsets include .Net programming, SQL, SSIS, and SSRS reporting.
In 2007, Jonas began working in the world of law software applications. He has years of previous experience as a software developer of document management and process modeling systems.
Jonas graduated from Chalmers University of Technology with a Master’s degree in Computer Science and Engineering.
As the Billing and Administrative Specialist, Terria runs the Accounts Receivable department. She believes that accurate and timely invoicing is an integral part of driving the business forward.
In addition to managing the Accounts Receivable department, she works closely with the Director of Finance and Administration to aid in internal reporting and reconciliation.
Terria holds a BS in Business Administration with a concentration in International Business and Economics from King’s College.
When she’s not working, she spends her time drinking copious amounts of coffee and playing with her puppy.
Over 20 years of experience in the government, corporate, and legal IT industry including application design/development, data management, and system administration, as well as extensive experience with Intapp application programming and process management.
In his off time, he enjoys camping, traveling, music, and spending time with family.
Jeannine meticulously supports the Accounts Receivable department in the preparation and monitoring of invoices. As the Billing Assistant, she also provides support to the administrative team. Jeannine holds an M.A. from Temple University. When she’s not hard at work at her desk, Jeannine can usually be found working in her garden.
With four years of experience in the legal field, Sejal has joined InOutsource as a Project Manager on the Intapp team. Her extensive knowledge of the systems like Intapp and iManage brings valuable user input to the company. Her prior managerial role at a law firm allows her to lead numerous projects at InOutsource efficiently. Sejal is currently a graduate student in Drexel University’s part-time MBA program.
When she is not working on managing projects, Sejal enjoys spending time with friends and family and traveling.
Lori brings over 20 years of IP law firm experience to InOutsource from a technical and procedural standpoint. Drawing on her prior experience as a Trainer, Software Analyst, Business Analyst and Project Manager, as well as involvement with various volunteer organizations in many different roles over the years, she is well suited to her role as a Project Manager on the Intapp team. Her extensive knowledge of products including Intapp, iManage and Aderant brings a rounded perspective to her clients’ projects.
When Lori isn’t working, you’ll find her traveling, at a yoga class, out on a hiking trail, or creating a fused glass project.
Matt currently leads InOutsource’s Intapp Open implementations, providing project management and development oversight.
He works directly with clients to develop policies and procedures to effectively manage information. Such developments reduce risk exposure, while maximizing the capabilities of their business and information governance software systems.
Matt has worked with law firms to implement a variety of business intake, conflicts, document management, and records management systems. This work included providing support for resolution of software data integrity issues, and providing training to law firm staff. His background as both a conflicts analyst and information governance specialist empowers him to deliver best-practice solutions informed by real-world law firm experience.
A diligent and persistent worker, Vincent is a student from Drexel University and is new to the data and analytics world. With an unyielding desire to learn more about the industry he has landed on data and analytics to further his career and knowledge in Computer Science.
As a fourth year student, this is his third cooperative education experience whilst an undergraduate at Drexel. He has previous industry experience in frontend and backend development. He plans to graduate with a B.S. in Computer Science in June of 2023 from Drexel University.
Alec provides strategic advice and subject-matter expertise related to conflicts and new business intake. He works on risk-process assessments for clients who are evaluating their current systems and procedures, and he also works within larger software-implementation teams to offer a practical, front-end-user perspective to technical projects.
A lawyer by training, Alec previously held positions in the conflicts function at two Am Law 100 firms and has experience with all aspects of conflicts searching and clearance related to new business and new hires. He first joined InOutsource as a Solutions Consultant and returned to the company in 2021 after spending two years as Conflicts and Business Intake Compliance Counsel at an international law firm.
Alec is a magna cum laude graduate of Temple University’s Beasley School of Law, where he was the Lead Articles Editor of the Temple Law Review.
Victoria provides project management support to our IGS team.
She has been in the legal field for over 11 years, with 3 of those years working for the Denver U.S. Attorney’s Office in the criminal division. Victoria has 8 years’ experience in family law and is comfortable working with clients and assisting clients with their needs. Victoria holds her Project Management Professional (PMP) certification which will be beneficial in her role as a Project Manager here at InOutsource.
When not working Victoria enjoys scuba diving, traveling, hiking and spending time with her two dogs.
Alastair joins InOutsource with experience on many sides of the software industry. With experience in enterprise software roles including support, product management, software development, and implementation he can help design and build the appropriate solution for your needs.
Familiar with the integration patterns of a wide variety of applications used in legal and the tools to build the integrations need, Alastair can help you succeed with any application integration. With over a decade at Intapp in multiple roles, he has deep knowledge of all things Intapp and the legal technology landscape.
When not planted in front of a laptop, Alastair is probably listening to music, cooking or on a bike.
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.
Brian provides project management and information governance consulting to our law firm clients.
Prior to joining InOutsource, Brian worked as an associate for McMahon, Martine & Gallagher LLP and has over a decade of experience in large civil litigations. Prior to that, Brian worked as a project manager supervising teams of lawyers through the entire discovery process. As the primary point of contact for many key stakeholders, Brian managed internal and external communications to ensure that all milestones were achieved and that work product met quality control specifications.
Brian earned his law degree from Pace Law School in 2005. He graduated Summa Cum Laude from Temple University in 2002 with a Bachelor of Arts degree in Political Science, also earning the Political Science Award for Excellence.
For over five years, Aaron’s passion for client service and simple, user-friendly solutions to complex law firm problems has made him an integral part of InOutsource’s implementation team.
Aaron knows that no single solution is right for every law firm. As a result, Aaron devotes himself to absorbing the unique intricacies of every client’s process, providing thoughtful improvement recommendations, and fostering an open and collaborative design environment.
Intapp’s Cloud suite is a particular area of focus for Aaron, having led the first major law firm Cloud implementation. Since then, he has advised a dozen other firm’s on positioning themselves for a successful launch.
Aaron is also an attorney with first-hand experience with the ways that technology plays an essential role in the modern law firm. While InOutsource does not provide legal advice, Aaron uses this background as an additional lens to assess and resolve client problems, particularly those involving risk and conflicts of interest.
Aaron graduated in 2012 from Villanova University School of Law. Outside of serving the wonderful InOutsource clients, he is a touring independent musician and a producer to many talented Philadelphia artists.
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.
One word that describes Antwan… uncomplicated. Life is complicated, the world is complicated, technology is complicated – but should it be?
Antwan realizes that everyone has an opinion, but when it comes to Legal Technology, there isn’t always a clear right or wrong way to do something. But there is always a better way.
With over 20 years of development experience and half of that spent in the legal technology space, Antwan will help your project team achieve that “better way” in an uncomplicated and approachable manner.
His signature is designing and development data migrations integrations using a straightforward approach in order to implement a minimally painless process.
In his time at a top law firm in Philadelphia, he’s been right where you are: stuck on a long project with a vendor, where everything presented is complicated.
Now that Antwan is on the other side of the fence, he aims to offer solutions in a clear, straightforward way, and leave you with clean code that can be easily maintained when the project is complete.
When your project is over, you can find Antwan trying to break 80 on the golf course, which has actually proven to be… complicated.
John provides project management, consulting, and process design support for pricing, conflicts, and new business intake.
John applies his experience as an attorney and project management skills to help clients address a range of challenges. He assists initial implementations and provides support throughout each project’s lifecycle. He is skilled at communicating across all levels and constituencies within a firm and understanding their needs.
Prior to joining InOutsource, John practiced law for several years, primarily in the litigation department of a large Philadelphia-based law firm. He also served as in-house counsel for a local company on both litigation and transactional matters. His diverse experiences as an attorney give him a keen understanding of law firms’ business imperatives, as well as the pressure points they encounter in different departments and practice areas.
John is a cum laude graduate of Temple University Beasley School of Law, where he was a staff member of the Temple Law Review. He is also a Certified Associate in Project Management (CAPM).
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.
A seasoned Information Governance expert who’s executed successful tours of duty in law firm records departments, John Zahradnick has been called the “MacGyver” of Information Governance.
John applies a unique mix of IG expertise, perspective, and best practices to design practical policy, process, and technology solutions for law firms. And he brings the project management and technical skills to effectively implement that change in real-world environments. In short, John gets his hands wet owning the execution of the solutions he designs — so there’s no gap between theory and practice (or accountability).
He’s up for the most complex projects and welcomes new challenges. RMS upgrades and swap outs, complex IG solution/process integration efforts, DMS implementations, tough data governance and data quality/cleanup initiatives, customer BI app development, and more — are all well within his wheelhouse.
When you engage John to build and deliver a solution, he’ll work to design a “right sized” fit for your firm. That fit typically includes a mix of policy, process, and technical implementation — thoughtfully rolled out, with the appropriate levels of training, user acceptance testing, and change management.
Through all of this, he also brings the latest best practices and recommendations to the table, including approaches for integrating client guidelines and internal policies directly into the fabric of process execution, and automatically capturing data and metrics that enable new levels of reporting on efficiency and compliance.