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Records Management Software

Integrating Technology, Policy, and Practice

A Clear Record of Client Success

Firms looking to manage compliance more effectively in today’s complex working environments are increasingly investing in IG/RM initiatives, including technology adoption and enhancement.

With organizations navigating challenges including a hybrid/remote workforce, and the continuing proliferation of both digital and physical information, there’s never been greater potential ROI for projects that centralize, streamline and slash the overhead associated with information governance.

InOutsource offers tailored consulting and software implementation services, and a proven track record of enabling firms to achieve their specific IG objectives, including:

  • Improving compliance with critical professional, client and regulatory rules
  • Increasing efficiency for the processes associated with IG/RM activity
  • Enhancing governance by unifying visibility of all the key information within your firm (both electronic and physical) to be managed through a single pane of glass
  • Reducing costs through improving destruction of paper materials (storage costs) that can be more effectively identified and safely destroyed, and the enhancement of retention and disposition workflows for electronic information.

  • Reducing risk by enhancing how organizations management compliance with professional and regulatory rules for storing, managing, securing and destroying client information.

Records Management and IG Software

IG/RM Software Implementation

When it comes to executing records/IG technology projects — including migration from legacy systems to modern options (e.g. LegalKEY to iCompli or FileTrail) — InOutsource offers a unique mix of skill, experience, and proven success executing on time and on budget.

IG/RM System Enhancement

For firms looking to achieve greater return on their investment in existing software systems, we offer a range of enhancement services. These include: 

  • Database integrity assessment (e.g. reviewing data quality and completeness),
  • Business process orchestration (e.g. disposition workflow),
    Software integration (e.g. connecting business intake or ethical walls systems)
  • Audit and reporting development (e.g.  connecting policy with practice in areas including disposition, capacity management, and more)

Our team has extensive experience working with all major software solutions across both legacy (e.g. LegalKEY, ARM, Aderant, Elite ) as well as modern market categories (e.g. iCompli, FileTrail, iManage).

Client Insights

Davis Wright Tremaine
“During our FileTrail implementation the team at InOutsource was flexible, creative, and professional. Their expertise in Information Governance best practices and in-depth knowledge of ARM and FileTrail allowed us to make a smooth conversion.”
Manager of Information Governance and Records
Kelley Drye & Warren
“We knew that following our implementation of NetDocs that we needed to address our overall information governance strategy and that included identifying the best replacement for our legacy records management system. We chose FileTrail for its innovative approach and integration with NetDocuments and we selected InOutsource as our strategic partner for implementation based upon their industry expertise and familiarity with both LegalKEY and FileTrail.”
Chief Information Officer
Neal, Gerber & Eisenberg
“After evaluating both FileTrail and iManage, we decided that FileTrail would better support the firm’s strategic goals in terms of business and technology infrastructure. We can deploy FileTrail either on-premises or in the cloud and its simple user interface makes it easy to navigate and train on. We like everything it offers. Plus, we’ll have the expertise of InOutsource to help us deploy it.”
Application Development Manager
Poyner Spruill
“…they then stepped us through the process of implementing a records management infrastructure that allowed the firm to systematically manage the lifecycle of records... 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
Loeb & Loeb
“InOutsource’s expertise in information governance and records management processes was invaluable in helping the firm evaluate FileTrail as a replacement for FileSurf. InOutsource set-up the POC environment and we found them very responsive during the evaluation process. We are looking forward to their project management skills and implementation expertise as we transition to FileTrail.”
Manager, Training and Special Projects
Foley & Lardner
“An investment of this scope requires extensive research and knowledge of our firm requirements to ensure the right product is chosen and that it will meet our needs today and well into the future.. . InOutsource was instrumental in helping the firm through its evaluation and selection process. We are confident in its recommendation for our records management and IG solutions.”
Manager, Training and Special Projects
Nelson Mullins
“The [product] training that our records staff received from InOutsource — in person and through webinar sessions — really helped.”
Records Department Manager
Womble Bond Dickinson
“InOutsource was a real pleasure to work with. Responsive, professional, intelligent, and flexible. The level of expertise was remarkable. I would not hesitate to recommend them or work with them again.”
Director of Records Services

Partner Perpsectives

filetrail_logo
iCompli-logo

It has been great working with InOutsource over the years making advancements in Information Governance. 

InOutsource’s implementation of FileTrail brings the highest value to the firm. Implementing retention schedules and IG policy along with lowering risk is their expertise. They are the leaders in deploying FileTrail Governance and Records.

InOutsource has proven knowledge regarding the complex requirements of managing client matter information in a legal environment that complements our solution’s capabilities.

When it comes to implementing FileTrail products, we recommend InOutsource.

— Co-founder & President

InOutsource is well respected within the legal community, with an expert team that is familiar with the sometimes decades-old legacy records tools that many firms are looking to replace

They have the technology expertise to help firms integrate iCompli not only with the DMS, but also with file shares and other repositories, and can advise on best practices in information governance.

Using iCompli, firms can gain visibility into all their physical and electronic records from a single platform, enabling IG leaders to achieve new levels of control and compliance.

— Chief Executive Officer

filetrail_logo

It has been great working with InOutsource over the years making advancements in Information Governance. 

InOutsource’s implementation of FileTrail brings the highest value to the firm. Implementing retention schedules and IG policy along with lowering risk is their expertise. They are the leaders in deploying FileTrail Governance and Records.

InOutsource has proven knowledge regarding the complex requirements of managing client matter information in a legal environment that complements our solution’s capabilities.

When it comes to implementing FileTrail products, we recommend InOutsource.

— Co-founder & President

iCompli-logo

InOutsource is well respected within the legal community, with an expert team that is familiar with the sometimes decades-old legacy records tools that many firms are looking to replace

They have the technology expertise to help firms integrate iCompli not only with the DMS, but also with file shares and other repositories, and can advise on best practices in information governance.

Using iCompli, firms can gain visibility into all their physical and electronic records from a single platform, enabling IG leaders to achieve new levels of control and compliance.

— Chief Executive Officer

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Philadelphia Office

1518 Walnut Street
Suite 1800
Philadelphia, PA 19102

P: (267) 299-6260
F: (267) 299-6266

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bio_marciacook

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.