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DOWNLOAD: New Case Filing Intelligence Overview

Integrating Information and Distilling Meaning for Rapid InsightWhether your firm subscribes to CourtLink (Lexis), Court Wire (Westlaw), CourtListener, Docket Navigator, Courthouse News, PACER, or other data providers — receiving updates via email or API — InOutsource can centralize, normalize and analyze it all. Collectively, that can mean integrating case information and detail from over two […]

New Case Filing Intelligence Overview

InOutsource’s innovative solution, available on several data analytics platforms, enables intelligence-driven business development and knowledge management that creates new opportunities for law firms.

Survey Results from Risk Staffing Webinar

Goulston & Storrs knew it needed a better way to handle client audit response letters. Having adopted the cloud-based Intapp OnePlace for Risk & Compliance for new business intake and conflicts management, the firm knew that it already had a technology platform in place that could be extended to meet this new opportunity. InOutsource connected the people, process and software to deliver stellar results.

REPORT: Survey Results from Risk Staffing Webinar

In our April 2023 Risk Round Table webinar, a panel of law firm risk leaders shared their experience and lead a group discussion exploring topics including: Risk Staff Recruitment, Retention & Development Challenges Response Strategies Wins, Success Stories, Advice & Exchange How firms are using new risk training tools and e-learning resources With responses gathered […]

WEBINAR: Getting Started (or Getting Serious) with Software-driven OCG and Terms Management

Choosing the right software is just one input necessary for lasting success — best practices and prudent policies are also crucial. It’s not uncommon for some firms to face challenges navigating the shift from legacy processes to more modern outside counsel guideline (OCG) management.

In this webinar co-hosted with Intapp, InOutsource experts shared our experiences, advice, recommendations, and tips for navigating your terms journey — no matter what stage your firm is at.

WEBINAR: Fresh Strategies for Risk Staff Organization, Development & Training

In this session, a panel of peers will share their experience and lead a broader group discussion exploring topics including: Risk Staff Recruitment, Retention & Development Challenges; Response Strategies;Wins, Success Stories, Advice & Exchange; How firms are using new risk training tools and e-learning resources

Case Study: Goulston & Storrs (Audit Letters)

Goulston & Storrs knew it needed a better way to handle client audit response letters. Having adopted the cloud-based Intapp OnePlace for Risk & Compliance for new business intake and conflicts management, the firm knew that it already had a technology platform in place that could be extended to meet this new opportunity. InOutsource connected the people, process and software to deliver stellar results.

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Jasmine Banks

Billing Analyst

Jasmine is an experienced billing analyst with an extensive background in fiscal accounting, vendor management and procurement. She has over 20 years of experience in customer service, working with government entities, nonprofit organizations, marketing companies and law firms. She is a graduate of the University of California, Davis and has obtained a Bachelor’s of Arts Degree in English with an emphasis in Literary Theory and Criticism. When she is not working, she enjoys spending time with family, cooking, gardening, hiking, reading and painting.

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Krizia Olitoquit

Client Support Specialist

Krizia’s career trajectory began as a data integrity analyst, gradually transitioning into an application developer responsible for supporting on-premise systems.

During her tenure, she collaborated with various law firms and consulting firms to implement Intapp Open, Flow and Integrate. This involved developing workflows and integrations encompassing business intake, conflicts, document management, accounting, and audit forms. Additionally, she served as a tier 1 to 3 technical support specialist, conducting technical analyses and collaborating with different teams to provide long-term solutions.

In her leisure time, Krizia enjoys reading books, doing yoga, running, and playing with her dog and cat.

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Bryan Ferguson

Practice Director, Modern Work and M365 Enablement

Bryan is passionate about helping firms thrive in a world of accelerating change.

A seasoned technology leader, he has decades of experience guiding organizations on embracing intelligent information and collaboration management, cloud software, and innovative Microsoft solutions.

Most recently, Bryan has helped dozens of Am Law 150 firms adopt M365 Modern Work best practices and unified collaboration with Microsoft Teams.

Well versed in the transformative value of Copilot and AI in legal, Bryan regularly presents at industry events on the responsible consumption of AI and M365 innovation.

His most recent focus is helping law firms leverage M365 and emerging AI tools to modernize matter and client collaboration as part of broader initiatives to adopt modern work best practices.

Outside of work, Bryan is an avid swimmer, climber, and outdoor enthusiast. Ask him about his next adventure.

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Sonia Ahluwalia

Director of Professional Services

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.

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Jeannine Powers

Customer Success Manager

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.

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Alyssa Calloway

Human Resource Professional

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.

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Arielle Madeam

Data and Analytics Intern

Arielle is a second-year student from Drexel University with a passion for writing, statistics, and computer science, leading her down the path of data and analytics. Despite being new to the field, Arielle is excited to apply her current programming knowledge and also learn more in the process.

When not sitting behind a computer, Arielle loves reading comics, learning new languages, and ordering intricate pumpkin drinks.

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Lorin Cothern

Project Manager

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.

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Victoria Schumm

Project Manager

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.

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Rose Jackson

Project Manager

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.

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Matthew Jiang

Implementation Consultant

Starting from 2014, Matthew started his Boomi career, among the first group of people who professionally provided Boomi Consultancy Service. Matthew can carry out Boomi integration projects independently and lead a team to carry out big-scale projects. After 8 years of serving as a Boomi consultant, Matthew has led more than 100 complete Boomi development life cycles for 31 customers. For most of his projects, Matthew served as both architect and developer.

Most customers visualized Matthew as Boomi subject matter expert and Boomi go-to person. Matthew has experience in full Boomi development life cycle: customer engagement and presentation, project scoping and planning, requirement analysis, workflow design, collaboration pattern design, architecture design, Boomi process implementation, connectivity test, unit test, integration test, user acceptance test (UAT), production promotion, postproduction maintenance, and training.

Through more than 100 Boomi development life cycles, Matthew maintained and improved Boomi best practices solidly step by step. His best practice is quite welcomed by the customer, ensuring every project not only on the technical deliverables side, but also on the user experience, collaboration styles, documentation, and cost-effectiveness aspects.

John Bond

Product Manager, Nectar E-Learning Platform

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.