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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 &

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

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.