We are eagerly preparing for ILTACON 2024, looking forward to reconnecting with many of you in Nashville. 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:
Cybersecurity Briefing
Monday (8/22) 8am— 8:45am (Chesapeake 9 )
(Breakfast Served at 7:30am. Session starting promptly at 8am)
Information Governance issues are increasingly intersecting with security policy, posture, and protection efforts — is your firm ready to meet emerging challenges?
The client information your firm holds is a strong target for cyberattacks. Is your firm doing enough to protect itself? While implementing security protocols and technology is critical to any security strategy, most firms now rely on third-party providers to augment their programs.
Join InOutsource and The Cyderes Group for breakfast on Monday, August 22nd, where we will be discussing evolving risks and the range of ways we can work with you to help support and protect your firm.
Sparking a Retention Jump Start Program
Monday (8/22) 1pm— 2pm (Chesapeake 9 )
Are you ready to take your retention efforts from “policy” to practice for real? While most firms have policies, few are addressing destruction/disposition in ways that are cost-effective, comprehensive, and simple-to-execute.
Working with hundreds of firms, we’ve identified key practical strategies and “real world” approaches for jump starting and executing retention programs that really work. In this session we’ll offer judgement-free commiseration, provide advice, and show how you can advance a roadmap for retention success that can really work at your firm.
Read the latest from our team of experts, delivering educational content, analysis and opinion across all our areas of practice focus:
(Originally published by the International Legal Technology Association – ILTA) As law firms attempt to reduce costs associated with managing physical files, information governance (IG)
Law firms have always been cognizant of the business conflicts that can arise when taking on new work. Business conflicts can be described as relationships
Originally published in Law Practice Today, this article explores the how law firm data integrity and integration issues impact new business intake and conflicts management
While law firms often welcome lateral moves due to the influx of experienced talent and new clients, these moves create challenges and considerations for law
Nancy Beauchemin, CRM, gives guidance to law firms on how to support Information Governance initiatives in her recent article, written for Bloomberg BNA. “We’re in
Your firm’s attorneys are often kept from starting work with a new client because of dozens of pages of potential conflicts. Many law firms send
New Business Intake is critical to firm business performance because it directly impacts profitability. It’s the moment when firms identify and resolve possible conflicts of
Historically, law firms implemented most ethical walls and confidentiality screens in response to an identified potential conflict between existing and former clients in new representations.
Performing the necessary research to support your records retention policy is not a small task.
Protecting client confidentiality is a cornerstone of an attorney’s professional and ethical duties to their clients and as such a critical component of a successful law firm records and information management program.
Gone are the days of law school graduates beginning their careers as associates and staying loyal to the firms that trained and promoted them. To stay competitive, firms are aggressively recruiting experienced and well-trained talent to grow their firm.
Responsibilities in law firms are changing, so when it comes to client intake, conflicts checks, and IG / records management, whose job is it? Given
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.
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.
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.
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.
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.”
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.
