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Intake Intelligence Overview

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.

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Outside Counsel Guidelines and Terms of Business Overview

InOutsource works closely with law firms to address the complex policy, process and technology challenges associated with effectively managing client outside counsel guidelines and terms of engagement. Our team can assist firms address their priorities across the entire OCG lifecycle. Read more about the services we offer.

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Case Study: Goulston & Storrs (Audit Letters)

Goulston & Storrs knew it needed a better way to handle client audit response letters. Having adopted the cloud-based Intapp OnePlace for Risk & Compliance for new business intake and conflicts management, the firm knew that it already had a technology platform in place that could be extended to meet this new opportunity. InOutsource connected the people, process and software to deliver stellar results.

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