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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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Audit Letter Workflow Automation Overview

This purpose-built software solution integrates key historical information, automates repeatable workflows, and centralizes review and reporting. The end result is that your audit letter responses are delivered to clients faster, and with less burden to your operations team and to your lawyers.

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Nectar Overview

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.

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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.

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