We are eagerly preparing for ILTACON 2026, 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:
We honored to be invited to speak on two conference panels:
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.
We’re proud to be sponsoring and attending several partner events, including:
LUNCH & LEARN:
Governance at the Seams of AI – How to Move from AI Pilot to Proven Success
Wednesday (8/26) 12pm— 1:30pm
Location: Magnolia Mezzanine 3 and Magnolia Mezzanine 4
As AI continues to transform the legal industry, successfully moving from experimentation to enterprise-wide adoption requires more than technology alone—it requires governance.
During this interactive session, we’ll discuss the governance, data quality, compliance, workflow, and user adoption challenges that often prevent AI initiatives from progressing beyond pilot programs. We’ll also demonstrate how Microsoft Purview helps stitch together governance across data, users, and AI interactions through capabilities such as data classification, sensitivity labels, Data Loss Prevention (DLP), and retention policies.
Attendees will leave with practical strategies for reducing data risk, strengthening trust in AI, and enabling secure, scalable AI adoption within their organizations.
PRESENTATION:
SharePoint as a DMS: Turning Microsoft 365 into a Legal Work Platform with Epona
Tuesday (8/25) 1pm— 2pm
Location: Magnolia Mezzanine 3 and Magnolia Mezzanine 4
As legal work increasingly takes place across Outlook, Teams, Word, OneDrive, and SharePoint, law firms are reconsidering whether the traditional document management system still reflects how lawyers actually work. This session will examine the adoption, governance, productivity, and information-management challenges created when matter content is fragmented across multiple platforms.
Attendees will learn how Epona adds the matter-centric organization, email filing, metadata, security, search, and lifecycle capabilities needed to transform SharePoint into a viable legal work platform. The session will also explore how Epona, Microsoft Purview, and InOutsource’s legal information governance expertise can support secure collaboration, stronger adoption, and responsible AI readiness.
PRODUCT BRIEFINGS:
Register for as many product briefings as you’d like to attend. (Calendar invitations will be sent for selected sessions.)
Location: Magnolia Mezzanine 3 and Magnolia Mezzanine 4
Intake Intelligence – Monday (8/24), 2:30pm – 3:00pm CT
InOutsource Intake Intelligence is a reporting and analytics solution built to give law firms deep, data driven visibility into their new business intake and conflicts processes. It leverages InOutsource’s expertise in Intapp Intake and Conflicts and uses Microsoft Power BI to deliver standardized dashboards that surface insight into intake turnaround times, volume trends, team productivity, exceptions management, and onboarding patterns for clients, matters, and lateral hires. Firms can drill into data by practice group, matter profile, geography, or staff resource, and—critically—can deploy the solution and begin generating meaningful insight within just a few weeks.
New Case Filing Intelligence – Monday (8/24), 5:30pm – 6:00pm CT
InOutsource NCFI refers to New Case Filing Intelligence, a business‑development and knowledge‑management solution created by InOutsource. It’s designed to help law firms identify newly filed litigation quickly, enrich that data with internal firm intelligence, and turn it into actionable opportunities for client outreach and strategic BD efforts.
Audit Letter Response – Tuesday (8/25), 5:00pm – 5:30pm CT
InOutsource Audit Letter Response is a purpose built workflow automation solution that streamlines how law firms manage and respond to client audit inquiry letters. It replaces slow, manual, high overhead processes with a centralized, automated system that integrates historical matter data, standardizes lawyer outreach, and consolidates review and reporting. The result is faster, more accurate audit letter responses with significantly less operational burden on risk teams and attorneys.
Legal Taxonomies and the modern DMS
Monday (8/24) 4pm— 5pm
AI-driven document analysis and auto-classification are transforming how firms structure and access institutional knowledge. By applying SALI’s LMSS standards, including WAND, LIST, and NSMI, firms can automatically generate enriched, standardized metadata aligned with industry taxonomies. This structured data improves DMS search accuracy and enables advanced AI-powered workflows across native and third-party platforms.
This session covers best practices for designing a firm-specific taxonomy aligned with SALI standards and demonstrates, through a client case study, how AI auto-classification enhances search and supports downstream AI use cases. Attendees will leave with a practical framework for implementing standards-based metadata to support scalable, AI-ready legal operations.
Featuring:
Colin Cahill, Solutions Manager, Information Governance and Collaboration, InOutsource
From Intake to Destruction: Mapping the Modern Data Lifecycle
Monday (8/24) 4pm— 5pm
Law firms generate enormous volumes of data across the client and matter lifecycle, yet most still lack a unified, end to end understanding of how that data moves, who owns it, and how to govern it effectively. This session follows the modern “data journey” from new business intake through retention and disposition, highlighting opportunities for automation, compliance, metadata governance, security controls, and analytics at every stage.
The session also examines how repository strategies are evolving in 2026 as firms recognize that “approved” repositories are not always used repositories. Through real examples and comparative approaches, participants will explore when traditional DMS centric models work, when they don’t, and what modern, scalable alternatives enable lawyers to work naturally across Teams, fileshares, and other platforms while maintaining governance.
Attendees will leave with practical strategies to raise IG maturity and operationalize governance at scale without disrupting legal work.
Featuring:
Jordan Fox, IG Consultant, InOutsource
Reesa David
Project Manager, InOutsource
Cindy Fragliossi
Manager, Head of Project Management Office (PMO), Fried Frank
Mary Nguyen
Director of Planning & Strategy, Paul Weiss
Jordan Fox
IG Consultant, InOutsource
Alexis Collins
Chief Information Officer, US, Norton Rose Fulbright
Don Sternfeld
Chief Innovation Officer, Steptoe LLP
Preparing Today’s Neurodivergent Attorneys
Tuesday (8/25) 3:30pm — 4:30pm
This session examines how law firms are supporting neurodiverse legal professionals. Hearing from development leaders, participants will learn about professional development programs, inclusive workplace initiatives, and cognitive-support tools designed to help professionals succeed at every career stage.
Key Topics:
Why It Matters: Over 12% of practicing attorneys and nearly 24% of law students identify as neurodivergent.
Takeaway: Learn how technology, inclusive policies, and leadership engagement enhance performance, well-being, and success for the neurodiverse.
Featuring:
Jamie Liberatore, Learning Technology Operations Specialist, InOutsource
Unifying M365: Hidden Capabilities Transforming Collaboration and Automation
Wednesday (8/26) 2pm — 3pm
If Microsoft 365 feels overwhelming, you’re not alone. This session brings clarity to the chaos by showing how modern firms weave Teams, SharePoint, Copilot, Purview, and Fabric into one connected, intentional ecosystem.
We’ll explore the architecture, governance, and design decisions that transform scattered tools into a unified platform. You’ll see how Microsoft Lists becomes a quiet powerhouse for building apps, dashboards, and automated workflows that tie your system together.
This session is for those looking to modernize—not just optimize.
Featuring:
Josh Handler, Senior Integration and Development Specialist, InOutsource
Read the latest from our team of experts, delivering educational content, analysis and opinion across all our areas of practice focus:
In this webinar, a panel of risk leaders shared how they are adopting modern analytics tools and custom reporting to achieve new levels of insight into new business intake and matter activity.
In this roundtable webinar, a panel of risk leaders take stock of the current state of the OCG landscape and share real-world observations, perspectives, and recommendations for keeping up with industry trends and good practices.
An InOutsource Microsoft Data Security Assessment gives firms a clear, evidence-based view of how their data is protected across their Microsoft 365 tenant. This exercise helps firms prepare for secure AI adoption by providing visibility into their data and outlining practical steps to reduce risk and improve compliance.
In this webinar, we shared our perspective on how firms are investing in enhancing their risk management capabilities, boosting team efficiency, and streamlining day-to-day operations in 2026.
This risk roundtable webinar explored how Microsoft Purview can be strategically deployed to modernize legal workflows, enhance security and governance, and reduce risk.
Intake Intelligence provides firms with a standard set of reports and dashboards that answer critical questions about new business intake turnaround timing, volume patterns, team productivity, exceptions management, and more. It enables organizations to better understand how new clients, matters, and lateral hires are onboarded.
At this webinar, a panel of risk, IG, and training leaders discussed proven strategies for successful change implementation, overcoming common roadblocks, and fostering a culture of adaptability.
Nectar, our innovative online Learning Management System (LMS) accelerates training and development, by providing centralized, standardized learning tools and information that can be mapped to your firm’s specific needs.
In this roundtable, a panel of IG and risk leaders unpacks the full lateral lifecycle — from onboarding to offboarding, and everything in between, exploring ways to refine and enhance the process.
This roundtable webinar shares real-world stories, tried-and-true strategies, and critical insights for firms looking to advance their Intapp Cloud strategy.
In this webinar, co-presented with Intapp, our expert panel explores how law firms can effectively respond to current risks while being ready to address future challenges.
The 2024 Bressler Risk Blog Compensation Survey collected role and compensation details from 138 participants, including 66 managers. Of those, 53 participated in an optional section collecting feedback across six areas. Read the highlights for: “What are your goals for risk staff recruiting, training, and career development in 2025?”
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, Chief Operating Officer of 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.
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.
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.
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.”
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.
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.”
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.
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.
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.
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.
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.
