As an operational leader, you may be involved in early stage deliberations about possible mergers. We understand the highly sensitive nature of these discussions and our senior consultants are prepared to advise you and/or select members on your team on how to optimize your information systems, data, policies, and processes today to prepare your firm for a merger tomorrow.

For example, cleaning up your conflicts data prior to any merger discussions can be well worth the investment of staff and effort. By eliminating duplicate data elements and closing inactive matters, you can significantly reduce the amount of information that needs to be evaluated when identifying potential conflicts during merger negotiations. Even a task as simple as expanding code schemas requires more coordination than meets the eye. InOutsource will help your firm execute these tasks so that you can focus your energy on meaningful and sustainable growth.

Once a merger has been agreed upon, we will advise you on data integration strategy, including developing an inventory of information assets for one or both parties, and proposing plans or reports for how to efficiently consolidate those assets. We can also work with your IT and operations teams to develop a “Day One” plan defining which systems will be live and accessible to lawyers, practitioners, and staff from both organizations once the merger has officially closed.