Outside Counsel Guidelines and Terms of Business

Supporting Your Firm’s Journey — Policy, Process, Staffing & Technology

”In the future, we expect fewer client Outside Counsel Guidelines,” said no law firm ever.

That’s why organizations continue to adopt software solutions like Intapp Terms to manage this increasingly complex and burdensome challenge. A modern technology solution enables firms to effectively catalog, analyze and comply with client mandates at scale. However, adopting a software tool is just one input necessary for lasting success — aligning staff, defining prudent policies, and establishing best practices are also crucial.

Today, firms typically face many challenges as they navigate the shift from legacy or ad hoc OCG management to a more modern, scalable approach. But no matter what stage your organization is at in its OCG journey, InOutsource stands ready to support your firm with expert advice, tailored planning, and seasoned technical support services.

Whether you’ve licensed Intapp Terms and are struggling to get started, are in production and looking to take your practices to the next level, or are just starting to think about an investment to modernize your software and risk processes, we can help:

  • Set Strategy — Assessment, advisory, planning, and policy creation services
  • Advocate for Investment — Making the internal case for investment in new technology and staff
  • Scale Operations — Using Terms to effectively centralize and streamline compliance
  • Pursue New Horizons — Leveraging AI automation, integrating time and billing compliance, delving into data and analytics, and more

Your Expert Counsel on OCGs: We Assess. We Advise. We Execute.

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. We scope projects and design solutions to order, tailored to your organization’s specific needs.

Our team can help firms address their priorities across the entire OCG lifecycle, with services including:

Assessment & Health Check

Review, analyze, and recommend

  • Policy
  • Process
  • Staffing
  • Technology
  • Data

Strategy & Planning

Develop tailored, phased OCG / Terms plan

  • Goals
  • Objectives
  • Staffing
  • Stages/Iterations
  • Key Milestones
  • Change Management

Policy &
Process

Define / implement key OCG lifecycle practices

  • Policy/practice standards
  • Categorization & review
  • Negotiation & approval
  • Communication
  • Notification
  • Escalations

Technology Implementation

Deploy, configure, and tune Intapp Terms

  • System deployment
  • Categories & taxonomy
  • Data integration
  • Process mapping
  • Workflow configuration
  • Notifications
  • Refinement & tuning

Lifecycle Enhancement

“Next Level” innovations

  • Reporting & analytics
  • Enhanced reporting
  • Engagement letters
  • Extending integrations
  • Process & efficiency Enhancements

Client Perspectives on InOutsource Risk Consulting

“It was truly impressive how responsive the InOutsource team was to every question… InOutsource took what would have been an extremely frustrating, time-consuming process that would likely have ended with a less than optimal outcome and walked us through a methodical, well-reasoned course to make the most out of available outcomes.”

Associate General Counsel

“The strength of InOutsource is in its people. Their proven experience with Intapp helped us identify options, process decisions and weigh strategies and tactics from law firms facing similar challenges.”

Director, Conflicts, Records and Risk Management

“The InOutsource team is fabulous — a joy to work with — and I can’t say enough good things about how unbelievably smart and amazing each team member has been throughout our journey.”

Director, Global New Business Intake and Information Management

Law Firm OCG Analysis and Advice

Originally published in ABA Law Practice Today, this article looks at  three of the most problematic types of provisions found in OCGs, and ways to negotiate amendments to satisfy a firm’s business needs and risk management concerns.

WEBINAR: Getting Started (or Getting Serious) with Software-driven OCG and Terms Management

In this webinar co-hosted with Intapp, InOutsource experts shared our experiences, advice, recommendations, and tips for navigating your terms journey — no matter what stage your firm is at.

Whether you’ve licensed Intapp Terms and are struggling to get started, are in production and looking to take your practices to the next level, or are just starting to think about a software investment, this session is for you. Bring your stories, bring your questions, bring your ideas.

Discussion topics included:

  • Strategies for getting started: How prudent planning, expert assessment, and practice polices can put you in the best starting position
  • Stories of scaling: How firms are using Terms to effectively centralize and streamline OCG management
  • Harnessing new horizons: Achieving active compliance across time and billing activity, delving into data and analytics, new features and emerging opportunities
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Christopher Eckenrode

Senior Project Manager

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.

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Alyse Driscoll

Director of Finance and Administration

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.