We have cultivated an unmatched record and reputation as the premier provider of unbiased records management and information governance consulting services for firms. We work collaboratively with clients to scope each engagement to align with their specific priorities, objectives and resources.
Whether your firm is looking establish a modern information governance program from scratch, build upon or enhance your existing practices, prepare for organic or merger-driven growth, or address specific, acute challenges such as new technologies or hybrid/distributed working models — we stand ready to assist.
And with information and data governance challenges facing firms multiplying — including evolving rules of professional responsibility, increasingly stringent outside counsel guidelines, insurer requirements, and ever-expanding growth and distribution of information — it’s critical that firms to make prudent investments to expand their capabilities and efficiency (in ways the reduce risk and cost).
We analyze firm IG policies, processes and operational compliance. We report findings and make recommendations. These recommendations may result in additional consulting activity by us, or they may form the basis for future firm-led efforts.
The scope of our analysis, the nature of our recommendations, and manner in which we present deliverables are all tailored to client needs.
Conducting a tailored assessment allows us to better understand the history and factors driving the creation of current policies and procedures, the state of existing IG/RM software adoption, and real-world practices and attitudes of end user lawyers and staff with respect to IG.
We frame observations, opportunities, and recommendations in the context of broader industry trends, strategies and best practices.
We will develop an IG policy that reflects how to manage all physical and electronic client matter content throughout the lifecycle of the engagement. This policy will also address the management of firm’s administrative information and records.
Applying our proprietary database of relevant legal statutes and professional opinions to inform timeframes, we will develop guidelines that define what information needs to be retained, and for how long post-engagement, based on the specific nature / area of law for the matter. Policies also address how to effectively manage decisions and execution of final disposition.
We will develop policies that control the acceptance, intake and custody of client information as new lateral attorneys join the firm, and the review and distribution of materials tied to lawyer departures.
We will develop policies for halting routine destruction in the face of real or threatened litigation by preserving content in-place or through replication.
We will develop focused policies relating to securing and restricting internal access to confidential information, driven by professional standards (e.g. ethical screens), client requirements (e.g. OCGs), or regulatory mandates (e.g. PII, HIPAA, ITAR, etc).
To increase internal efficiency, compliance and execution of existing or new IG polices, we deliver staff training directly. Alternatively, or in parallel, we can also support educational efforts by internal training resources by providing supporting resources, materials, and advice.
For firms looking for assistance with planning and tactical issues associated with office moves or consolidation, or strategic guidance and logistical support for executing larger-scale mergers, we offer tailored services scoped to address your particular objectives and needs.
Using a proven, three-step process, we benchmark your existing vendor expenses, identify and negotiate opportunities for savings, and monitor ongoing vendor compliance. Read more about cost management.
Taking flight with Copilot requires careful planning, skilled navigation, and rigorous risk management. In this session, we shared insight and inspiration to advance your firm’s journey.
Our concierge service and support offering,
HiveMind Client Care, makes it possible for firms like yours to tap our organization’s collective experience and skill across areas including: Intapp, IG & Analytics.
For firms seeking regular, responsive, hands-on assistance that exceeds the scope of “vendor helpdesk,” but doesn’t call for the cost and resourcing of formally-scoped, professional service project engagements, InOutsource offers HiveMind Client Care for IG/RM Software.
1518 Walnut Street
Suite 1800
Philadelphia, PA 19102
P: (267) 299-6260
F: (267) 299-6266
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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.
