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We are eagerly preparing for ILTACON 2025, looking forward to reconnecting with many of you in National Harbor. If you’re planning to attend, we’d love to book some time to catch up!

Read on for:

  • An overview of how we’re aligning our team, our consulting focus, and our software solutions to address critical challenges facing law firms
  • A list of and bios for the InOutsource team members who will be attending ILTACON & how to book time
  • Information about our booth and demo room location, if you’d like to meet up informally
  • Details on conference sessions we’ll be presenting at

InOutsource — Insight Integrated with Execution:

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Intrigued? Connect with Our Team at ILTACON!

Read the latest from our team of experts, delivering educational content, analysis and opinion across all our areas of practice focus:

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Nancy Beauchemin

President and Founder

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Eric Mosca

Director of Operations

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David Beauchemin

Director, IG Systems and Consulting

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Sonia Ahluwalia

Director of Professional Services

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Zach Beauchemin

Senior Data & Analytics Consultant

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Colin Cahill

Solutions Manager, IG & Collaboration

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Reesa David

Project Manager

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Tim Clauss

Director, IG Technology

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Jordan Fox

Information Governance Consultant

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Adam Friedman

Business Development Specialist & Marketing

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Kel Jackson

Revenue & Sales Operations Manager

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Jon King

Director of Revenue

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David Skweres

Business Development Director for Risk Practice

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Tom Streeper

Director of Business Development

Conference Sessions

We honored to be invited to speak on two conference panels:

  • Project Management: The Secret Edge
    PMOs and Project Managers have key insight into business case
    development and strategic planning. In this session, we’ll share how to
    meet stakeholders where they are and help them make their case for their
    priority projects!
    (Monday 11am)

  • What do CIOs Want from IG? 
    insights from recent surveys of CIOs and CTOs highlight a continued and
    growing focus on Information Governance (IG). Panelists will share their experiences on what firms are looking for from their IG staff.
    This is a fantastic opportunity to gain valuable perspectives and
    understand the evolving expectations in the field of IG.
    (Monday 4pm)

InOutsource Briefing

Lunch & Learn: Harnessing the Power of Microsoft Purview — Pathways, Pitfalls & Peer Perspectives

In this session, InOutsource experts will guide you through proven strategies for tackling OCG compliance, optimizing eDiscovery workflows, managing unstructured OneDrive data, and leveraging the latest reporting enhancements.

Expect a session full of actionable insights and real-world applications designed to help your organization take full advantage of Purview’s capabilities.

Wednesday, August 13th (12pm). Attendance by invitation only.

Please contact us for more details.

Partner Events

We’re proud to be sponsoring and attending several partner events, including:

  • Sunday, August 10: Traveling Coaches Client Event
  • Monday, August 11: Intapp “Welcome to ILTA” Reception
  • Monday, August 11: LegalRM “Succotash Happy Hour”
  • Tuesday, August 12: Intapp CIO Reception
  • Tuesday, August 12: FiT Reception

Reach Out to Schedule Time with Us at ILTACON:

InOutsource Booth & Demo Room Details

Booth 1114

Demo Rooms:

"National Harbor 6" and "National Harbor 7"

InOutsource Staff Speaking @ ILTACON

Project Management: The Secret Edge to Strategic Planning

Monday (8/11) 11am— 12:30 pm

PMOs and Project Managers have key insight into business case development and strategic planning. In this session, we’ll share how to meet stakeholders where they are and help them make their case for their priority projects!

What Tech Leaders want from IG

Monday (8/11) 4pm— 5pm

G.Exciting insights from recent surveys of CIOs and CTOs highlight a continued and growing focus on Information Governance (IG). It’s clear that IG is becoming increasingly pivotal in the technology landscape. To delve deeper into this topic, we are hosting an engaging session with several prominent technology leaders. They will share their experiences on why they have embraced IG and what they are looking for from their IG staff. This is a fantastic opportunity to gain valuable perspectives and understand the evolving expectations in the field of IG.

Reesa David

Project Manager, InOutsource

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Cindy Fragliossi

Manager, Head of Project Management Office (PMO), Fried Frank

Mary Nguyen 

Director of Planning & Strategy, Paul Weiss

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Jordan Fox

IG Consultant, InOutsource

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Alexis Collins

Chief Information Officer, US, Norton Rose Fulbright

Don Sternfeld

Chief Innovation Officer, Steptoe LLP

Read More from InOutsource (Resource Library)

Read the latest from our team of experts, delivering educational content, analysis and opinion across all our areas of practice focus:

Rethinking Conflicts — Leveraging Risk Management Insights Within the Firm

Even as firms embrace advanced conflicts software, they have been much slower to adapt their staffing approach and processes to a more centralized conflicts clearance model, exposing them to unnecessary risks and inefficiencies. There are many reasons for this organizational stasis, including challenges in making the business case to lawyers who may be reluctant to change the way the firm clears conflicts.

Read More »

Reach Out to Schedule Time with Us at ILTACON:

Schedule time with InOutsource

We Implement Insight

Contact Us to Learn More

Philadelphia Office

1518 Walnut Street
Suite 1800
Philadelphia, PA 19102

P: (267) 299-6260
F: (267) 299-6266

Careers

Job openings at InOutsource

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Nancy Beauchemin

President and Founder

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.

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Eric Mosca

Director of Operations

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.

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David Beauchemin

Director, IG Systems and Consulting

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.

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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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Zachary Beauchemin

Senior Data & Analytics Consultant

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.

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Colin Cahill

Solutions Manager, Information Governance & Collaboration

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.

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Reesa David

Project Manager

Reesa David is a seasoned project manager and implementation expert with over a decade of experience driving successful transformations, bridging the gap between business needs and technology in both legal and the tech industry. Her background includes serving as a Senior Business Analyst in Big Law, where she developed a deep understanding of the unique challenges faced by legal organizations. This experience is complemented by her work in the tech sector, leading software implementations and conducting process mapping to optimize workflows and drive efficiency.

A certified Scrum Master and Product Owner with an MBA, Reesa adeptly leads complex software implementations, optimizes processes, and manages change within large, established organizations. Her experience spans strategic planning, software development and implementation, process improvement, change management, and even firmwide restructuring. As a Project Manager, she is passionate about helping organizations leverage technology to achieve their strategic objectives.

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Tim Clauss

Director, IG Technology

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.

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Jordan Fox

Information Governance Consultant

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.

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Adam Friedman

Adam Friedman Business Development Specialist & Marketing

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.”

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Kel Jackson

Revenue & Sales Operations Manager

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.”

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Jon King

Director of Revenue

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.

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David Skweres

Business Development Director for Risk Practice

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.

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Tom Streeper

Director of Business Development

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.

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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.