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Loeb & Loeb Selects InOutsource to Implement FileTrail

PHILADELPHIA – Nov. 15, 2017 – InOutsource, an industry-leading global legal consulting firm celebrating its 15th anniversary, today announced that Loeb & Loeb will work with the company to upgrade to FileTrail records management from ARM/FileSurf.  InOutsource will lead the implementation process and advise on information governance policies and procedures.

The firm realized the need to have a system in place to support compliance requirements after hearing that ARM/FileSurf would no longer be developed.

“InOutsource’s expertise in information governance and records management was invaluable in helping the firm evaluate FileTrail as a replacement for FileSurf,” said Heather Morrow, Loeb & Loeb’s manager of training and special projects. “They created a proof of concept environment and were very responsive during the evaluation process. Our records managers were impressed with InOutsource’s presentation of FileTrail. We quickly discovered that any option could be configured to meet the needs of respective offices, practice groups and staff. We are looking forward to InOutsource’s implementation expertise and project management skills as we transition to FileTrail.”

As part of the evaluation process, InOutsource quickly produced a FileTrail proof of concept that met the firm’s records management requirements. The web-based solution, which integrates with multiple document management solutions and Intapp, offered Loeb & Loeb a modern and flexible technology. New updates and features are released every quarter and included in the cost of maintenance. The solution also provides the ideal platform to transition from paper-based to electronic-based information governance.

“For 15 years, InOutsource has helped firms create compliant, sustainable and secure processes for information governance programs. Despite alternative options for records management, Loeb & Loeb recognized the expertise and solution it needed, and we are excited to once more work with them,” commented Nancy Beauchemin, president and founder of InOutsource.

About Loeb & Loeb

Loeb & Loeb LLP is a multiservice law firm with more than 300 attorneys and offices in Los Angeles, New York, Chicago, Nashville, Washington, DC, Beijing and Hong Kong.


Marcia Cook

Sr. Data and Analytics Consultant

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.