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New Case Filing Intelligence

Fresh Insight for Knowledge Management and Business Development

Deliver Fresher Case Updates, Intelligently

With law firms increasingly using technology and data to drive better results in business development, every available advantage on this front is a significant, strategic opportunity. Armed with timely information about case filings, firms can alert and proactively pitch services to clients and prospects — particularly in those “ahead of service of process” situations where clients aren’t even aware that they’re subject to legal action.

Today, several services exist that publish feeds of Federal and State-level court docket and filing activity. But translating those details from theoretical opportunity into actionable intelligence can be challenging. 

For one, firms report that staff can only effectively process a small number of alerts each day, limiting the scope of monitoring. Similarly, they also share that ensuring actual follow through by lawyers remains a serious real-world challenge in practice. InOutsource has a proven, practical solution.

Uncover New Cases, Win New Clients
InOutsource’s innovative solution, built on a modern data analytics platform, enables intelligence-driven business development, creating new opportunities for law firms to win new business.

It does this by integrating third-party court news feeds into a centralized clearinghouse. Using that data and analytical rules, it provides a single, standardized approach for filtering data from multiple sources, configuring criteria for alerts, and automating lawyer email notifications for effective follow up.

Integrating Services Including:

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Integrating Information and Distilling Meaning for Rapid Insight
Whether your firm subscribes to CourtLink (Lexis), Court Wire (Westlaw), CourtListener, Docket Navigator, Courthouse News, PACER, or other data providers — receiving updates via email or API — InOutsource can centralize, normalize and analyze it all. Collectively, that can mean integrating case information and detail from over two hundred million dockets, spanning well over 1,200 State and Federal courts.

Creating Complete Context
When relevant cases are identified, the system can provide even greater context — far beyond matter type, jurisdiction, parties and synopsis. Integrating added detail from internal systems enables firms to better evaluate whether they want to pursue a new opportunity, who should pursue it, and the best strategy for pitching and winning the business.

This richer detail can include data from financial and practice management systems (e.g. for existing clients, past billing and work details), CRM and KM systems (e.g. internal lawyer relationship data and experience), and new business acceptance systems (e.g. key findings of a preliminary conflicts check).

Giving KM and Lawyers a True Business Development Edge
Using this solution, KM, marketing, and business development teams can effectively configure, curate, and communicate the new case alerts most relevant to the practices and preferences of lawyers ready to act on fresh opportunities. And firm management can use aggregate trend dashboards to evaluate opportunities for expansion or cross-selling — into new industry segments, new geographies, or new practice areas.

With greater insight, firms also gain a powerful advantage over their competition — both in the pursuit of new business, and in the battle for lateral talent looking to practice in the most modern environment.

For Marketing & Business Development

Read The Complete Case Study
Watch Their 5-Minute Spotlight Video

“In the first two months using the new software system, I was notified about more than 300 relevant actions involving my clients or prospects… That helped me win a significant amount of new business, created real opportunities to cross-sell my services to other firm clients, reinforce my relationship with my existing clients, and collaborate with other attorneys in the firm.

“Better yet, almost daily, colleagues from across the firm copy me on emails to their own clients about new OSHA inspections they’ve received alerts for, recommending those clients reach out to me to discuss the work. We never would have had those opportunities without the new case filing alert system.”

Travis Vance
Regional Managing Partner, Fisher Phillips 

“This was truly a great project, and InOutsource was a great partner! Using #APIs and #AI to more readily identify clients’ needs is a no-brainer.”

Evan Shenkman
Chief Knowledge and Innovation Officer, Fisher Phillips 

“I had such a great time and learned so much by partnering with InOutsource on this project! Identifying client’s needs and keeping our attorneys informed are crucial to our line of work, and this tool makes it easy.”

Jennifer Mendez
Senior Director of Knowledge Management Innovation, Fisher Phillips

For Knowledge Management

Read The Complete Case Study

“Now our New Case Filing Intelligence gets pushed out in a very easy-to-read,
beautifully branded report every day, no later than 10 o’clock in the morning. That means our litigators can act on information faster and alert our clients if needed. And from a process efficiency point of view, the value to our Research Services team has been off the charts.”

Barbara Taylor
Chief Knowledge Officer, DLA Piper US 

“Before we had this tool, we had two or three members of staff spending several hours a day sifting through alerts to manually compile daily reports for the Litigation practice. It also meant the lawyers wouldn’t receive the reports until late in the afternoon. Now we have one member of staff who takes about one hour a day to quickly review and curate the digest before generating and sending the final version to our litigators.

The savings in terms of staff time is enormous and it allows our research analysts to focus instead on true legal research.”

Sunny Bane
Director of Knowledge Technology, DLA Piper US

For marketing and business development teams looking to help lawyers win business, our fresh approach to new case intelligence and alerts offers significant strategic advantage (2 Minute Video) :

Learn More About New Case Filing Intelligence

Connect with us to learn more, to see a demonstration, and to explore how we can address your firm’s new case filing intelligence needs:

Read More about NCFI
Contact Us for a Demo

We Implement Insight

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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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John Zahradnick

Director, IG Standards and Compliance

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.

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Daniel Warner

Sr. Integration & Development Specialist

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.

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Allen Ahlvin

Senior Systems Integrations Specialist

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.

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John Vassalotti

Solutions Manager, Cloud Migrations

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).

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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.

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Jasmine Banks

Billing Analyst

Jasmine is an experienced billing analyst with an extensive background in fiscal accounting, vendor management and procurement. She has over 20 years of experience in customer service, working with government entities, nonprofit organizations, marketing companies and law firms. She is a graduate of the University of California, Davis and has obtained a Bachelor’s of Arts Degree in English with an emphasis in Literary Theory and Criticism. When she is not working, she enjoys spending time with family, cooking, gardening, hiking, reading and painting.

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Krizia Olitoquit

Client Support Specialist

Krizia’s career trajectory began as a data integrity analyst, gradually transitioning into an application developer responsible for supporting on-premise systems.

During her tenure, she collaborated with various law firms and consulting firms to implement Intapp Open, Flow and Integrate. This involved developing workflows and integrations encompassing business intake, conflicts, document management, accounting, and audit forms. Additionally, she served as a tier 1 to 3 technical support specialist, conducting technical analyses and collaborating with different teams to provide long-term solutions.

In her leisure time, Krizia enjoys reading books, doing yoga, running, and playing with her dog and cat.

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Bryan Ferguson

Practice Director, Modern Work and M365 Enablement

Bryan is passionate about helping firms thrive in a world of accelerating change.

A seasoned technology leader, he has decades of experience guiding organizations on embracing intelligent information and collaboration management, cloud software, and innovative Microsoft solutions.

Most recently, Bryan has helped dozens of Am Law 150 firms adopt M365 Modern Work best practices and unified collaboration with Microsoft Teams.

Well versed in the transformative value of Copilot and AI in legal, Bryan regularly presents at industry events on the responsible consumption of AI and M365 innovation.

His most recent focus is helping law firms leverage M365 and emerging AI tools to modernize matter and client collaboration as part of broader initiatives to adopt modern work best practices.

Outside of work, Bryan is an avid swimmer, climber, and outdoor enthusiast. Ask him about his next adventure.

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Sonia Ahluwalia

Director of Professional Services

Sonia Ahluwalia is a passionate and results-oriented leader with over 20 years of experience in Business Transformation, Program Management, Change Management, Data Optimization, Risk Mitigation, and Innovation. She has a proven track record in legal technology, having worked at several consulting firms, including an AMLAW 100 firm and Accenture Federal Services. She excels in delivering business transformation initiatives that result in significant improvements in revenue growth, EBITDA, and operational efficiency. Sonia is a creative thinker and innovative thought leader who is passionate about tackling complex business problems.

Sonia has experience building world-class software engineering solutions and teams and managing complex initiatives at both tactical and strategic levels. She is a distinguished business strategist and value creator with a passion for operational excellence. Sonia excels at uncovering value opportunities and translating them into actionable plans. She is also skilled at building high-performing teams and empowering them to achieve organizational goals. Sonia has a keen eye for current market trends and her ability to identify and capitalize on opportunities is unmatched.

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Jeannine Powers

Customer Success Manager

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.

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Alyssa Calloway

Human Resource Professional

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.

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Arielle Madeam

Data and Analytics Intern

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.

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Lorin Cothern

Project Manager

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.

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Victoria Schumm

Project Manager

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.

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Rose Jackson

Project Manager

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.

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Matthew Jiang

Implementation Consultant

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 Bond

Product Manager, Nectar E-Learning Platform

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.