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.
Case Study: Goulston & Storrs (Audit Letters)
Goulston & Storrs knew it needed a better way to handle client audit response letters. Having adopted the cloud-based Intapp OnePlace for Risk & Compliance for new business intake and conflicts management, the firm knew that it already had a technology platform in place that could be extended to meet this new opportunity. InOutsource connected the people, process and software to deliver stellar results.
Audit Letter Workflow Automation Overview
This purpose-built software solution integrates key historical information, automates repeatable workflows, and centralizes review and reporting. The end result is that your audit letter responses are delivered to clients faster, and with less burden to your operations team and to your lawyers.
Comment on Critical Intapp Changes — Transition of Query Integration to Data Sets
Eric Mosca shares his insight along with practical guidance on navigating Intapp’s shift form Query Integrations to Data Sets.
Client Success Snapshot — Orrick
Michael Guernon, Senior Global Director, Intake for Risk and Compliance shares his perspectives on working with InOutsource.
Interview with an Intapp Cloud Migration Expert
For firms seeking advice on migrating existing systems or implementing new Intapp solutions in the cloud, Eric Mosca of InOutsource shares his strategic insight along with practical guidance. As one of the first Intapp services partners to implement Intapp Cloud solutions, InOutsource is uniquely positioned to advise on key considerations and best practices for a […]
Case Study: New Business Intake and Beyond — Confidently Migrating Complex Workflows to the Cloud
When it came time to migrate its business acceptance software to the cloud, Baker Botts turned to InOutsource to execute. Read the complete case study about the firm’s Intapp OnePlace for Risk implementation.
Interview (ii3/ILTA) — Eric Mosca on Getting the Most from Your Consultants
In this interview with Eric Mosca, we talk about it from the consultancy’s point of view. He suggests three best practices that will dramatically increase project chances of success.
Case Study: Ballard Spahr — Automating Audit Letter Responses with Intapp
The InOutsource team conducted an assessment of the firm’s existing process for responding to audit letters along with recommendations for how Ballard Spahr could automate key steps and streamline the process.
Case Study: New Business Intake — Laying the Foundation for the Data-Driven Firm
InOutsource worked with Shearman and Sterling to migrate its new business intake (NBI) system to Intapp Intake, after Intapp announced its acquisition of The Frayman Group (TFG) in 2014.
