Purpose-built to address the complex, specialized needs of professional services firms, Intapp’s platform is the industry standard for client lifecycle management — adopted by the majority of mid-sized and large firms globally. At InOutsource, we take pride in our long and unmatched track record with Intapp projects. We have a 100% success rate across over 250 engagements.
Part of what drives that success is our ability not only to implement Intapp software at a technical level (and, increasingly, migrate existing solutions to the cloud) — but also to take advantage of the unique breadth of subject matter expertise our consulting teams bring to each project.
Our expert teams provide assessments, advice, and policy creation and technical services, tackling issues including risk, conflicts, compliance and information governance. And as the Intapp connected platform continues to create new opportunities for insight, we’re helping firms connect data more effectively with decisions, working with our analytics practice.
Our integrated approach focuses on designing, delivering, and extending solutions that meet your unique needs and integrate well into the broader context of firm practices and priorities.
We apply two decades of process consulting experience to implement new business inception solutions. These projects may include mapping existing workflow definitions and forms to the new system, enhancing existing processes, or creating fresh process definitions. Engagements often also include data conversion from legacy systems and creation of NBI reports and dashboards. In many instances we work with clients to develop “associated” workflows, including standalone conflicts check requests, client/matter maintenance requests and more.
Our consulting teams include experts who have worked in-house at law firms as risk management operational leaders, bringing extensive real-world experience. Conflict software projects may include data conversion and cleanup services, integration with intake processes (where deployed separately), configuration of PDF and/or interactive conflicts reports, and other optimization of Intapp product capabilities. We often also deliver detailed training and support clients during the change management / adoption phase and beyond.
We combine our unique ability to bridge Intapp technology and information governance best practices, enabling firms to more effectively collaborate and manage content using Intapp Workspaces. These projects may include integrating key systems and data, creating of relevant templates and taxonomies, automating provisioning and configuration of Microsoft Teams workspaces (e.g. membership, access rights, folder structure, linked content) as part of matter inception.
The future of the Intapp platform is in the cloud. While Intapp has committed to supporting and upgrading on premises systems for years to come, we increasingly work with firms looking to take advantage of the benefits the cloud provides by migrating their existing software. To deliver a smooth experience, we typically start with an assessment that identifies data, functionality, and other mapping issues. Based on that we can develop more detailed plans and timelines, and scope migration costs.
With Intapp placing new limitations on the creation of integrations using SQL-based Query Integration in preparation for the eventual phase-out of that feature, all firms should be getting familiar with Intapp’s native “Data Sets” functionality. Now is the time to start outlining transition plans. We have identified key steps every firm should start taking in the short term, and stand ready to help plan and execute these transitions. [Read more about Transitioning from Query Integration]
Running an effective and compliant conflicts process depends on having complete and accurate information. If you’re using a non-Intapp, legacy conflicts system, chances are high that data integrity issues are lurking, undiscovered. We help organizations identify and remediate critical data quality issues in their conflicts database. We also can provide data health check reviews for Intapp Conflicts to make sure information is properly stored, clean, and accurate.
For organizations looking to address ongoing data quality management activities in house, we offer proprietary maintenance tools. These allow non-technical users to maintain code tables like Offices, Practice Areas, Affiliations, and more. Intuitive forms and workflows allow users to make changes and updates, without risking serious referential integrity issues or broken processes. Access to these forms and specific sets of data can be restricted using user and role based controls.
At this webinar, a panel of risk, IG, and training leaders discussed proven strategies for successful change implementation, overcoming common roadblocks, and fostering a culture of adaptability.
In this roundtable, a panel of IG and risk leaders unpacks the full lateral lifecycle — from onboarding to offboarding, and everything in between, exploring ways to refine and enhance the process.
This roundtable webinar shares real-world stories, tried-and-true strategies, and critical insights for firms looking to advance their Intapp Cloud strategy.
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A seasoned Information Governance expert who’s executed successful tours of duty in law firm records departments, John Zahradnick has been called the “MacGyver” of Information Governance.
John applies a unique mix of IG expertise, perspective, and best practices to design practical policy, process, and technology solutions for law firms. And he brings the project management and technical skills to effectively implement that change in real-world environments. In short, John gets his hands wet owning the execution of the solutions he designs — so there’s no gap between theory and practice (or accountability).
He’s up for the most complex projects and welcomes new challenges. RMS upgrades and swap outs, complex IG solution/process integration efforts, DMS implementations, tough data governance and data quality/cleanup initiatives, customer BI app development, and more — are all well within his wheelhouse.
When you engage John to build and deliver a solution, he’ll work to design a “right sized” fit for your firm. That fit typically includes a mix of policy, process, and technical implementation — thoughtfully rolled out, with the appropriate levels of training, user acceptance testing, and change management.
Through all of this, he also brings the latest best practices and recommendations to the table, including approaches for integrating client guidelines and internal policies directly into the fabric of process execution, and automatically capturing data and metrics that enable new levels of reporting on efficiency and compliance.
Daniel is an experienced technical resource with a rich background in replacing firm systems by ensuring your data is migrated accurately and with consistency. In tandem with his business acumen and analysis, Daniel’s strong suit is making sure that your team is able to capitalize on its technology infrastructure by aligning business systems with your information governance policies.
Whether he’s creating a new perspective from which a firm can view their information or migrating data from a troublesome legacy system onto a new platform, Daniel takes pride in facing a challenge.
When Daniel is not assisting clients, he enjoys spending time outdoors, reading, and making nice meals that his children refuse to eat.
Allen brings over 20 years of professional experience using a wide variety of technologies to InOutsource.
He spent almost 10 of those years at major Philadelphia-based law firms in different roles, including a developer, senior systems engineer, and manager of a team of developers.
He has extensive experience routing data from disparate systems both on- and off-premises using proven, performant techniques and methodologies. He has skills and experience creating processes using combinations of SQL and Intapp Integrate, consuming and manipulating data stored in databases, JSON and XML formats or directly from web/cloud services.
John provides project management, consulting, and process design support for pricing, conflicts, and new business intake.
John applies his experience as an attorney and project management skills to help clients address a range of challenges. He assists initial implementations and provides support throughout each project’s lifecycle. He is skilled at communicating across all levels and constituencies within a firm and understanding their needs.
Prior to joining InOutsource, John practiced law for several years, primarily in the litigation department of a large Philadelphia-based law firm. He also served as in-house counsel for a local company on both litigation and transactional matters. His diverse experiences as an attorney give him a keen understanding of law firms’ business imperatives, as well as the pressure points they encounter in different departments and practice areas.
John is a cum laude graduate of Temple University Beasley School of Law, where he was a staff member of the Temple Law Review. He is also a Certified Associate in Project Management (CAPM).
Chris’ primary focus at InOutsource is project management. Since he began with us in 2016 he has led the team through one successful implementation after another, each with its own set of hurdles and personalities.
In addition to managing the implementations Chris handles a number of aspects on our projects from consulting support and process design to development and project organization.
As someone that has worked in new business intake, conflicts due diligence and resolution with a top international law firm for a decade before coming to InOutsource his first-hand knowledge of the process and its intricacies adds a layer of expertise that is invaluable to our clients.
Alyse supervises all finance, human resources and administrative responsibilities. She is also responsible for planning, coordinating, and supporting daily operational functions as well as ensuring InOutsource’s business lines receive the support necessary to meet the needs of every client.
With over 25 years of experience working with professional service companies, Alyse has helped business owners achieve their financial goals and better understand their business models. Starting her career at Ernst & Young LLP, she has worked with a wide range of small, mid-sized and multinational companies to identify best practices and expand their impact.
Alyse has her B.S. degree in Accounting and Business Management from the State University of New York at Albany and is a Certified Public Accountant in Pennsylvania and New York.
Jeannine meticulously supports the Accounts Receivable department in the preparation and monitoring of invoices. As the Billing Assistant, she also provides support to the administrative team. Jeannine holds an M.A. from Temple University. When she’s not hard at work at her desk, Jeannine can usually be found working in her garden.
Alyssa has been in the Human Resources field since 2013, and has gained a wealth of knowledge in leadership, HR Policies and Procedures, and HR Technology Systems.
Alyssa comes from the public sector working for the Superior Court of NJ as a HR Generalist with a focus on Leave of Absence Administration, Payroll and Benefit Administration, and New Hire On-boarding for 500 employees. Alyssa works closely with the Director of Finance and Administration to facilitate the recruiting and on-boarding process for InOutsource. Aside from supporting the rest of the Administration Team, Alyssa is also the point contact for Performance Reviews, and Training and Development.
Alyssa received her Bachelor of Arts in Communication from Monmouth University. When not working, you can find Alyssa spending her free time down at the shore.
Arielle is a second-year student from Drexel University with a passion for writing, statistics, and computer science, leading her down the path of data and analytics. Despite being new to the field, Arielle is excited to apply her current programming knowledge and also learn more in the process.
When not sitting behind a computer, Arielle loves reading comics, learning new languages, and ordering intricate pumpkin drinks.
Lorin has over 17 years in the legal industry, with 13 of those years spent with an international law firm. Her prior experience as a Conflicts Manager and Technology Business Analyst Manager will be beneficial in her role as a Project Manager here at InOutsource. Lorin holds a Bachelor of Arts in Communication and an Associates degree in Paralegal Studies. She has a passion for helping people and is always looking forward to assisting our clients with projects.
When not working, Lorin enjoys spending time with family, traveling, and enjoying the outdoors.
Victoria provides project management support to our IGS team.
She has been in the legal field for over 11 years, with 3 of those years working for the Denver U.S. Attorney’s Office in the criminal division. Victoria has 8 years’ experience in family law and is comfortable working with clients and assisting clients with their needs. Victoria holds her Project Management Professional (PMP) certification which will be beneficial in her role as a Project Manager here at InOutsource.
When not working Victoria enjoys scuba diving, traveling, hiking and spending time with her two dogs.
Rose opens the line of communication between clients and the team to get projects done. She supports the Information Governance Systems department as a Project Manager.
Rose has over five years of experience in strategic implementation, team building, and business development.
Rose earned her J.D from Maurice A. Deane School of Law at Hofstra University, where she was the Vice President of the Black Law Student Association and holds a Bachelor of Arts degree in English from SUNY Albany.
When she’s not working, you’re most likely to find Rose at a Barre class or shopping the latest fashion trends.
Starting from 2014, Matthew started his Boomi career, among the first group of people who professionally provided Boomi Consultancy Service. Matthew can carry out Boomi integration projects independently and lead a team to carry out big-scale projects. After 8 years of serving as a Boomi consultant, Matthew has led more than 100 complete Boomi development life cycles for 31 customers. For most of his projects, Matthew served as both architect and developer.
Most customers visualized Matthew as Boomi subject matter expert and Boomi go-to person. Matthew has experience in full Boomi development life cycle: customer engagement and presentation, project scoping and planning, requirement analysis, workflow design, collaboration pattern design, architecture design, Boomi process implementation, connectivity test, unit test, integration test, user acceptance test (UAT), production promotion, postproduction maintenance, and training.
Through more than 100 Boomi development life cycles, Matthew maintained and improved Boomi best practices solidly step by step. His best practice is quite welcomed by the customer, ensuring every project not only on the technical deliverables side, but also on the user experience, collaboration styles, documentation, and cost-effectiveness aspects.
John brings over 25 years of professional experience in knowledge transfer. He spent many years in academic publishing overseeing teams in content creation, editorial and production, and marketing and promotion. John has created innovative digital learning products as well educational websites that receive millions of pageviews. He is the author of five books connected to writing and publishing.
John earned a bachelor’s degree in Education from Kutztown University in Pennsylvania. His new role at InOutsource is Product Manager for the Nectar E-Learning Platform.
When John is not at his desk, he enjoys spending time reading, listening to podcasts, and running. He owns more books than he will ever get to, but he is trying.
