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IG Consulting

Greater Insight on Good Governance

Intelligent Information Governance

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).

IG Advice, Insight and Direction

IG Landscape and Needs Assessment

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.

IG Benchmarking and Best Practices Analysis

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.

IG Policies and Procedures​

Comprehensive Information Governance

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.

Retention and Disposition

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.

Lateral Hire Onboarding and Departure

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.

Legal Holds

We will develop policies for halting routine destruction in the face of real or threatened litigation by preserving content in-place or through replication.

Ethical Screens and Information Barriers

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).

IG Growth and Control

Training and Change Management

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.

Moves, Mergers and Growth

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.

Cost Containment and Vendor Management

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.

Client Insights

Dickinson Wright
“LOVE, LOVE, LOVE working with you! Have so many good things to say!”
Director of New Business Intake and Records
Seyfarth Shaw
“InOutsource provided support to Seyfarth Shaw in developing and implementing Information Governance policies and practices. They worked with attorneys and support staff to understand our particular challenges and to communicate solutions that were palatable to our attorney leadership team, IT, and Information Governance teams. They have great expertise in the area and are a pleasure to work with.”
Chief Information Officer
Blank Rome
“Blank Rome LLP has been using the service of InOutsource for over 10 years on a variety of projects. They consistently have done excellent work for us, including efforts implementing scanning, records management and business intake systems, developing records retention policies, and managing off-site records storage, among other things.

They are consummate professionals and I would recommend them highly to anyone who has needs along these lines.”

Chief Information Officer
Smith, Gambrell & Russell
"I've enjoyed working with everyone at InOutsource. They are extremely knowledgeable and make every project successful.”
Director, Records & Information Governance
Lathrop GPM
“InOutsource is a trusted consultancy to the Firm. They are deeply aligned with the firm’s goal. In addition to bringing comprehensive strategic knowledge to our projects they are also deeply pragmatic and responsive.”
Chief Information Officer
Holland & Knight
“Because InOutsource is legal industry-focused, they brought knowledge and experience gained by working with other law firms. They were not interested in merely making recommendations or creating written policies, but rolled up their sleeves with us to create processes that would make it possible to apply the policies we adopted.”
Associate General Counsel
Cozen O'Connor
“Peers I trust recommended InOutsource to me. We’ve worked on several projects with them, including electronic and paper records management and strategy, and together we’ve reduced risk and increased efficiency at the Firm.”
Chief Information Officer
Poyner Spruill
“…a thorough assessment of our records management practices and provide recommendations. InOutsource did an excellent job of uncovering the gaps in our processes and providing manageable, cost-effective recommendations to fill those gaps... We have come to rely on InOutsource for guidance and best practices in a constantly evolving information governance landscape. The entire InOutsource team listens to clients and takes the time to analyze and understand firm culture in order to provide recommendations tailored to best meet the needs of their clients.”
Chief Information Officer
Best Best & Krieger
“InOutsource was introduced to us by our firm’s malpractice insurance carrier, and it didn’t take long to know why they were so highly recommended. Nancy and her team’s unparalleled knowledge and expertise have been invaluable as they’ve helped in updating our firm’s governance and retention policies... We are in a stronger position with respect to risk management as a result of our new governance policy, which we would not have been able to accomplish without their help. I highly recommend InOutsource for both their expertise and their dedication to client satisfaction.”
Operations Manager
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Marcia Cook

Sr. Data and Analytics Consultant

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.