The Buzz Newsletter (April 2025)
As the year advances, it feels to many of us that 2025 is shaping up to be another year of change and uncertainty — but also of tremendous opportunity. At InOutsource, we continue to organize and invest in ways that enable firms like yours to harness opportunities for innovation and efficiency.
One way we do this is by building teams of experts, with deep skills in Information Governance, Intapp, and Analytics. Another, is investing in areas like client education, outreach, and peer exchange.
And that’s why in this issue of The Buzz, we’re particularly pleased to highlight resources that showcase many of the stellar experts working across several of our practice areas.
As you’ll read below, we’re making new investments and seeing strong interest in areas including:
- Intapp Cloud Migrations
- IG Software Upgrades and AI-driven Data Governance Initiatives
- Risk and IG Staff Training and Development
If you’d like to schedule time to speak about anything you read below, or our broader set of services and solutions, we’d love to connect!
President and Founder
Director of Operations
Copilot Readiness + IG Insight
WEBINAR VIDEO: Intapp Compliance Cloud Migration — Best Practices, Lessons Learned, Stories & Strategies
RECORDING NOW ONLINE
Drawing on our experience executing over 250 successful Intapp risk software projects, including a growing number of cloud migration engagements, this roundtable shared real-world stories, tried-and-true strategies, and critical insights for firms looking to advance their Intapp Cloud strategy.
We discussed key “cloud-only” features that offer powerful new potential, explored how to scope practical, phased migration plans, and discussed practical lessons for firms at any stage of their Intapp Cloud journey.
SESSION SPEAKERS:
- Eric Mosca, Director of Operations
- John Vassalotti, Solutions Manager, Cloud Migrations
- Alastair Seddon, Manager of Integrated Solutions
Missed it live?
WEBINAR VIDEO: Respond to increasing risk pressure by future-proofing your firm’s compliance technology stack
RECORDING NOW ONLINE
Watch InOutsource Director of Operations Eric Mosca share insight on this recent webinar hosted by Intapp.
Law firms are facing new risks, including increasing client demands and evolving legal and regulatory requirements. How can your firm effectively respond to current risks while being ready to address future challenges?
In this panel recording, Eric, Marie-Claire Le Houerou (Intapp) and Dan Bressler (Bressler Risk Blog) discuss industry risk trends and specific challenges facing risk and compliance teams (ranging from evolving rules, increasing demands, and ever-present staffing and development needs).
They also explore how technology can enable your firm to address these risks and constraints, and position your firm to meet future unknown risks.
Missed it live?
CLIENT SUCCESS: Crete Professionals Alliance uses Intapp to drive innovation and rapid growth in the highly regulated accounting market
Our team was proud to support Crete Professionals Alliance (Crete PA) implement Intapp Conflicts to centralize the conflicts and independence process that protect Crete PA and its member firms alike.
Said Crete Co-founder Jake Sloane: “When forming Crete PA, it was important that we let firms preserve their individual brands and culture that makes them special — while still letting them tap into the opportunity to be part of a larger national organization. By centralizing back-office functions, including conflicts and independence, we’re creating efficiencies that enable growth while letting professionals focus on the accounting work they’re best at. Partnering with Intapp on conflicts is one of several ways our firms are adapting to fast-evolving technology and benefiting from AI.”
Commented Crete Compliance Director, Brad Knudsen: “Thank you InOutsource for being an integral partner in the launch!”
"BIG" CONSULTING: Another Client Success Spotlight
We were also proud to support a “Big” consulting organization recently adopt Intapp for risk management and compliance.
Said the internal product owner: “InOutsource helped us building a great new platform based on Intapp for our Risk department to manage thousands of case reviews each year. This solution is a huge timesaver for our teams and enables us to handle all those reviews in a modern and centralized way. During the whole project we were absolutely impressed by the knowledge and professionalism of the InOutSource team and are looking forward to work with them again in the future.”
Information Governance & Records
ANALYSIS: AI Considerations for IG Processes
Special thanks to our colleagues at Iron Mountain for publishing a great new resource: “AI Considerations for IG Processes,” featuring contributions from our own Colin Cahill, Solutions Manager, IG & Collaboration!
He’s joined by an all-star, who’s who of IG experts, including: Elizabeth Adkins (DWT), Karen Allen (Wiley Rein), Brianne Aul (Morgan Lewis), Bryn Bowen (Intapp), Brian Donato (Vorys), Michele Gossmeyer (Holland & Knight), Christine Hunter (Blakes), Jessica Marlette (DLA Piper US), Rishi Maharaj (Cravath), Jim Merrifield (Robinson + Cole), Charlene Wacenske (MoFo), and Leigh Zidwick (DLA Piper US).
If you’re interested in (or worried about!) the intersection of IG and AI, you don’t want to miss this white paper:
WEBINAR VIDEO: FileTrail in Focus
RECORDING NOW ONLINE
John Zahradnick, InOutsource Director of IG Standards and Compliance was featured on this webinar hosted by our partners and colleagues at Litera, focused on adopting Filetrail for records management and information governance.
Panelists explored strategies for improving records management, automating retention, and manage security rules to ensure compliance.
PERSPECTIVE: IG Compensation & Investment Insight
We’re extremely pleased to share that InOutsource has secured limited rights to share copies of the 2024 Bressler Risk Blog Law Firm IG Compensation Survey report with select clients and colleagues.
With participation from 50 firms, the report provides details on industry compensation across eight Information Governance management and staff roles.
It also includes 10 pages of qualitative feedback from IG managers, who were asked to respond to questions on IG staff hiring, budget, challenges, goals, investment plans and wishes, and other related matters.
Interested in securing an internal-use-only copy for yourself and your firm?
Reach out to your InOutsource account manager, or:
Risk Staff Training & Development
SURVEY DATA: Risk Leaders on Staffing Challengesraining & Development
The 2024 Bressler Risk Blog Compensation Survey collected role and compensation details from 138 participants, including 66 managers. Of those, 53 participated in an optional section collecting feedback across six areas.
The relevant survey question and responses for my review today is: “What are your goals for risk staff recruiting, training, and career development in 2025?”
In this article, Jordan Fox, InOutsource Information Governance Consultant, reviews three key themes he noted, supported by quotes and commentary by several risk manager responses highlighted in the report.
NECTAR NEWS: Risk Training Updates & Insight
Firms continue to adopt Nectar, our online Learning Management System (LMS) that supports risk staff training and development, with centralized, standardized learning tools and information.
Through this system, we offer adaptable coursework including extensive conflicts and compliance education, IG, and broader context on law firm operations and fundamentals.
We also publish regular news updates and foster community discussion. So far, in 2025, we published updates on:
- Training Conflicts & NBI Staff to be Faster?
- Changing Roles of In House Lawyers
- Move to Practice Law by Big Four Accounting Causes Concern
- Attorney-Client Privilege at Risk with AI?
- What is the biggest risk to unstructured data?
- Prioritizing Reinvention to Address Increasing Risk & Compliance Workload
- Specialize by Risk Practice Area?
- US AML Legislation Updates
The Buzz About Us
OUR GROWING TEAM: New Faces, New Skills, New Resources, New Oppor
We continue to expand our team to meet growing client demand. In the past four months alone, we’ve welcomed eight new additions to InOutsource!
We wanted to take a moment to welcome our new team members:
Jasmine Banks, Vicki Brown, Reesa David, Cristina Dodson, Joe Embleton, Krizia Olitoquit, Jake Reis, and Matthew Valleau
At InOutsource, we strive to create a place where people work, grow, and thrive. And we continue to invest in growing our team. If you know someone who might thrive at InOutsource, please have a look at our careers page:
Beeswax (Industry Insight)
ARTICLE: The New Frontier in Legal Compliance: Privacy, Security, and Information Governance
Robinson + Cole Partner Kathryn Rattigan and Director of IG Jim Merrifield write:
“When was the last time your law firm took a hard look at its data management practices? Chances are, not recently enough.
“Today, law firms face unprecedented challenges in privacy, security, and compliance for numerous reason including the increasing sophistication of cyber threats, and advancements in artificial intelligence.”
WHITE PAPER: Changing Roles in Information Governance
From the Law Firm Information Governance Symposium (LFIGS):
“Traditionally, law firm IG was seen as a back-office function, mainly managed by the records management department,
with limited involvement from other departments or senior management. However, this model is no longer adequate nor sustainable.
“Law firms need to align their IG with business objectives, client needs, and regulatory obligations. Law firm IG requires a more collaborative and cross-functional approach and as this model changes, so do the functions and tasks supported by an IG department.”
BLOG: The hidden costs of delayed answers to OCG questions: How slow responses impact your billing and revenue
In today’s legal landscape, outside counsel guidelines (OCGs) have evolved from simple billing instructions into complex compliance documents that significantly impact law firm operations. Although clients provide these guidelines to facilitate the billing process, client terms can slow down billing if your timekeepers do not have the ability to easily find out what terms govern each matter.
This article examines what happens when law firm professionals cannot self-serve answers to their questions about what terms apply to a matter.
More Resources & Updates:
CONFLICTS: Judge’s Past Work Leads to Recusal, Transparency Act Obscured, Audit vs Legal Risk
CLIENT SELECTION: Revenge Charge Fallout, Related Party Questions, Client Represented Restricted
MARKET RISK: KPMG Law a Go, Move Over Says Another Accounting Firm, Litigation Funding Updates
ETHICAL WALLS: Confidentiality + Walls Reminder, Wall + Waiver Refused, Recusal Rejected
CORPORATE: Corporate Compliance vs. Legal Org Args
The Bee's Knees
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