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Risk Consulting Services

Law Firm Risk, Reduced.

Comprehensive, Constructive, Conscientious

These are just some of the ways our clients describe our approach to addressing their risk management challenges. Our team includes attorneys, technologists, and policy experts — with significant in-house experience and a track record working with over 100 firms.

Our clients work with us because we provide much more than just consulting insight — we deliver the skills and resources to implement change in real-world firm environments. And we do this successfully and consistently because we design projects and build solutions to order, tailored to their specific needs.

Assessments, policy updates, peer benchmarks, and best practice guidelines are our bread and butter. But rolling up our sleeves — working collaboratively to implement new processes, new software systems, new reporting dashboards, new organizational models, and new resources for risk staff development and skills training — that’s our passion.

Whether you’re looking to tackle specific risk projects, or looking for guidance on how peers are navigating today’s challenges, we’re ready to connect, collaborate and contribute towards your risk insight and efficiency.

Our Risk Consulting Services Include:​

New Business Evaluation (Conflicts and Intake)

Advancing prudent policies and efficient processes spanning client evaluation, conflicts clearance, new business acceptance; addressing related risk and compliance workflows and reporting practices.

Outside Counsel Guidelines

Formulating standards for reviewing and negotiating client instructions and terms of business, and effective approaches for advancing internal awareness and firm compliance across matter engagements.

Risk Staffing & Team Development

Assessing risk/conflicts team skills, structure and allocation; designing training plans for individual contributors, and organizational enhancements and advancement strategies for management.

Lateral Hires & Departures

Developing professionally-compliant policies and process checklists enabling effective management of lateral joiners and leavers — including lawyer evaluation, conflicts, and client file transfer.

Data, Systems & Technology

Optimizing adoption and use of risk systems including DMS, RMS, Intake, Conflicts, Terms, and Audit Letters; deep expertise in data governance, and document classification, coding, reporting and integration.

Information Governance & Data Privacy

Enhancing protocols and practices for classifying, storing, and disposing of client information, aligning policies with technology, training lawyers and staff, and addressing regulatory requirements.

Client Insights

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
Porzio Bromberg & Newman
"...among the best of any consultants I've previously worked with. They knew how to ‘read the room,’ communicate effectively with a wide range of individuals, and then they provided a comprehensive list of action items.”
Chief Technology Officer
Ballard Spahr
"The biggest thing is the InOutsource team’s wealth of experience...They’re always willing to take ideas and the collaboration with them is incredible. And often when we do run into a problem, it turns out they have dealt with the same problem previously and they know how to respond to it.”
Director of Risk Management
Shearman & Sterling
“InOutsource took the time to listen and understand what we were trying to achieve, so that they could advise us on the best possible route to take. We also appreciated their willingness to rein us in and help us stay focused. Sometimes what makes sense in theory doesn’t necessarily work in practice. It was a really interesting learning experience, and a successful collaboration based on mutual trust.”
Director, Global New Business Intake and Information Management
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
Baker Botts
“They had a strong group of risk management experts who spoke my language and understood our needs on the business intake and conflicts side... their honesty, responsiveness and commitment to giving us the best advice possible is outstanding. They are very good partners because they will give us a reality check when we need it, but at the same time, they will work with us if we insist on standing our ground.”
Senior Manager, Business Intake and Conflicts
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Outside Counsel Guidelines and Terms of Business Overview

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. Our team can assist firms address their priorities across the entire OCG lifecycle. Read more about the services we offer.

Read More »

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.