The Buzz Newsletter (August 2025)
We are excited to see many of you shortly at ILTACON in National Harbor! You can learn more about where our team will be and how to book time with us here.
As you plan for the remainder of 2025 and into 2026, our (growing) team of technologists, business analysts, attorneys, and project managers stands ready to assist you and your firm in defining and executing projects on time and on budget.
As we prepare for ILTACON, we would like to highlight several new and exciting resources and capabilities from InOutsource:
- Lateral Uplift — Our new holistic consulting and technology approach to improving new attorney intake (both risk/conflicts and the client file transfer/matter mobility)
- Microsoft Purview — We will be sharing fresh insight and practical use cases at a special briefing on pathways for adopting Purview
- Intake Intelligence — Our new risk performance metrics and dashboard add-on capabilities for Intapp Intake. (Think of it as like BI for your risk operations)
- HiveMind Client Care — We will be sharing real-world use cases & demonstrations at a session we are hosting at the conference, with experts on hand to go even deeper
You can read more about these, along with details on new resources highlighting our work and client success across: Business Development, Intapp, IG/Risk Consulting, and more.
If you wouldd like to schedule time to discuss any of these topics at ILTACON, please feel free to reach out. And if you will not be attending but would still like to catch up either before or after the conference — we would love to connect.
President and Founder
Director of Operations
InOutsource @ ILTACON
Our team of seventeen will be on hand at ILTACON. You can see who is coming, books time for a meeting, find our demo room, and learn more about other programs we are involved in at our: ILTACON 2025 Resource Page.
CONFERENCE SESSIONS:
- Project Management: The Secret Edge to Strategic Planning. Monday (8/11 @ 11am). Featuring InOutsource Project Manager Reesa David.
- What Tech Leaders want from IG. Monday (8/11 @ 4pm). InOutsource IG Consultant, Jordan Fox
INOUTSOURCE SESSION:
Harnessing the Power of Microsoft Purview — Pathways, Pitfalls & Peer Perspectives (By Invitation Only)
PARTNER EVENTS:
- Sunday, August 10: Traveling Coaches Client Event
- Monday, August 11: Intapp “Welcome to ILTA” Reception
- Monday, August 11: LegalRM “Succotash Happy Hour”
- Tuesday, August 12: Intapp CIO Reception
Tuesday, August 12: FiT Reception
OUR TEAM AT ILTACON:
Insight & Assistance On Demand
SUPPORT SPOTLIGHT: HiveMind Client Care: Concierge Service & Support from InOutsource
Today, of the 200+ firms we serve, over 70 have active support plans with us — with many relying on our team to assist with multiple products, across several areas of our practice expertise.
And now, to further enhance our clients’ experience, we’ve made fresh new investments in people, processes, and tools.
We call this updated offering — which provides support, advisory, and professional services — HiveMind Client Care, because it makes it possible for firms like yours to tap our organization’s collective experience and skill.
Why Third-Party Support?
While every software vendor offers basic helpdesk support — and even “enhanced” assistance — it’s more common than you might think for firms to rely on third parties for aid and insight.
This is particularly true for risk management, information governance, and analytics tools. That’s because addressing issues and enhancing operations in these domains requires advanced understanding — not only of complex software applications, but also of layered policies driving practices, intricate data and workflows, and the broader environments in which these functions execute. In short, context matters.
What’s more, vendor support typically stops short of active involvement in executing enhancements like updating forms or consulting on best practices — directing clients to engage professional services instead.
Copilot Readiness + IG Insight
INNOVATION: Our New Modern Work & Copilot Readiness Practice Team and Resources
There’s limited space left at our ILTACON session: “Harnessing the Power of Microsoft Purview — Pathways, Pitfalls & Peer Perspectives.”
Purview offers tremendous potential for firms, but achieving real ROI requires prudent planning, strong data governance, and clear use cases.
In this session, our experts will discuss Microsoft Purview in 2025 and what law firms need to know. They’ll also demonstrate how InOutsource is helping firms address key Purview scenarios, including:
- OCG Compliance
- Matter Mobility
- Remediating Client
- Information in OneDrive
Reporting
Whether your firm is in the early stages of deploying Purview or powering through advanced adoption scenarios, we have the expertise to put into practice for you.
Intapp Innovation & Risk Insight
RESOURCE: Intapp Cloud Migration: Assessment and Planning Services
“I SAW A CITY IN THE CLOUDS” — (“It is the future you see…”)
The future o f Intapp is in the cloud. With strong incentives already in place for firms to advance their migration journey, InOutsource is ready to be the force guiding your destiny!
To help organizations avoid uncertainty, scope projects accurately, and execute migrations on schedule and on budget, we’ve developed a proprietary cloud assessment.
Executing a detailed technical review and expert analysis, our practice team will evaluate your environment and needs — producing detailed recommendations, a tailored roadmap, and unique insight.
Ready to take your first step into a larger world?
WEBINAR RECORDING: Risk Roundtable: Navigating the Lateral Attorney Labyrinth — Conflicts, Client Files, and Compliance
WEBINAR RECORDING: Risk Roundtable: Navigating the Lateral Attorney Labyrinth — Conflicts, Client Files, and Compliance
Lateral attorney movement is at an all-time high — and with it comes increasing complexity and challenge for intake, conflicts, and information governance professionals. In this roundtable, a panel of IG and risk leaders from several Am Law 200 firms unpacks the full lateral lifecycle — from onboarding to offboarding, and everything in between.
They explore how the lateral landscape has evolved, including existing and emerging risk factors, and changes to collaboration, processes, and expectations.
If you’re looking for some insightful ways to refine your firm’s lateral intake policies, practices and information flow, this is a must-watch session!
WEBINAR RECORDING: Risk Roundtable: Driving Change — Overcoming Resistance & Building a Culture of Adoption
WEBINAR RECORDING: “Risk Roundtable: Driving Change — Overcoming Resistance & Building a Culture of Adoption.”
Change is hard—especially in law firms. Whether implementing new technology, redefining processes, or rolling out firmwide policies, success hinges on how well people adapt.
At this roundtable, a panel of risk, IG, and training leaders discussed proven strategies for successful change implementation, overcoming common roadblocks, and fostering a culture of adaptability.
We also explored how effective training and communication strategies help drive engagement, alignment, and long-term adoption across the organization.
If you’re navigating change at your firm — or planning for it — this is a conversation you won’t want to miss.
Lateral Uplift
Lateral Uplift offers a unique blend of consulting (policy, process, and technology), and hands-on assistance, covering the entire operational lateral lifecycle, tailored to address your firm’s specific challenges.
So if the quotes below sound familiar, let’s talk!
Risk Management & IG Resources
NECTAR NEWS: Growing Adoption, New Course Catalog
We continue to see firms adopt Nectar, our online Learning Management System (LMS). This unique resource 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.
If you’d like to see and learn more about the risk educational and training topics, or have a look at our Course Catalog, we’d be happy to share more about coursework, about the Nectar platform, and how we help firms enhance staffing efficiency, retention, and development.
The Buzz About Us
CLIENT SUCCESS: InOutsource Staff Milestones & Success
Staying close to our clients is critical to our team. We regularly ask for feedback — particularly at project conclusion,
So when you receive a survey from InOutsource, please take it! These are reviewed not only by your project team, but also by senior management.
To the many clients who have provided constructive feedback and kind encouragement — THANK YOU!
You can read what some of your peers have to to say about us in their own words here:
Beeswax (Industry Insight)
Neil Cameron of Legal IT Insider says Intapp could “significantly reshape the DMS market.”
Law firms seeking a document management system (DMS) built on familiar Microsoft software should take a closer look at Intapp Collaboration, according to Cameron.
In his recent article “Intapp as an emerging contender in the law firm DMS space,” (from the Legal IT Insider 2025 Document Management Systems report), Cameron highlights the advantages and distinctive value proposition of Intapp Collaboration, a platform for Microsoft 365-based content management and collaboration.
IG Webinar
In today’s digital age, information governance is more critical than ever. Organizations must ensure secure, efficient, and compliant records management to mitigate risk and enhance operational effectiveness.
This on-demand webinar shows how to:
- Leverage FileTrail for targeted data management
- Manage security and permissions
- Ensure compliance in data transfer and disposition
Team IG: Secure, compliant and ready for AI: Rethinking your data strategy
Join industry leaders Leigh Zidwick, Senior Director of Information Governance at DLA Piper LLP, Doug Smith, Assistant Director of Records, Crowell & Moring LLP and Brianne Aul, Senior Manager of Information Governance Strategy and Operations at Morgan, Lewis & Bockius LLP in this comprehensive Team IG ILTA Masterclass designed for professionals seeking to enhance their Information Governance (IG) strategies.
More Resources & Updates:
RISK VIEWS: PE Lawyers Reacting to Bankruptcy Ruling, NY Lawyer Law Firm Investments Okayed (Not in NY)
CONFLICTS: X (Twitter) Lawyers Axed from Case, Report on Judicial Conflicts Risk
JUDICIAL CONFLICTS: No Conflict in Bribery Case, Judicial Campaign Donation Doesn’t Merit Recusal
ETHICS: Lawyers-as-Fiduciaries Ethics Rules, DQ and Communication Clashes, Litigation Funding Hazards
The Bee's Knees
We love to stay connected with our clients and partners. To stay up to date on the latest news and insights from InOutsource, follow us on LinkedIn and Twitter. And subscribe to receive “The Buzz” right in your inbox.
Get Another “Buzz” (Subscribe for Updates) :
