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The Buzz Newsletter (December 2022)

A Note from Nancy & Eric

As 2022 comes to a close, I’d like to take a moment to thank all of you for your support and partnership. Successful technology and consulting projects are rooted in strong relationships, and we value the long-term collaboration and connections we have with so many clients.

While the economic landscape has created some caution, we see many firms making fresh investments for 2023 and beyond.

That’s because the drivers for innovation and efficiency — the pull of the cloud, the need to control costs, the challenges of managing risk, the opportunities to enhance analytics to deliver new value to management and practitioners, and escalating security concerns — create constant pressures that aren’t going anywhere.

As you make plans for 2023, remember that our (growing) team of technologists, business analysts, attorneys, and and project managers is ready to assist you and your firm in defining and executing projects on time and on budget.

So if any of these topics strike a chord, I encourage you to reach out.

 
With warmest regards,
 
 Nancy Beauchemin
President and Founder
 Eric Mosca
Director of Operations
IG Insight

ARTICLE: Why More Software Options are Good News for Law Firms and Means Better Information Governance

InOutsource founder and president Nancy Beauchemin explores why law firms are taking a hard look at retention of electronic information, and why InOutsource has expanded the IG/RM software partners we work with.

Law firms who have worked with InOutsource since the early days know that we have always put your needs first. In consulting engagements, we try to make the best assessment possible of your unique needs and help you find the software that will work best in your environment.

Click to Read

IG INNOVATION: LegalRM Partnership & Resources

Further expanding our roster of technology partners, this year, we established a new partnership with LegalRM, focusing on supporting adoption of its information governance and records management platform: iCompli.

That team has recently hosted webinars several critical IG topics. See recordings for details:

Click to Read More About Our Parntership

CASE STUDY: Husch Blackwell on Elevating IG

As part of a broad IG strategy that has included consolidation of offsite storage for 23 offices under a single vendor and the adoption of modern records management software, Husch Blackwell has turned to InOutsource to support several strategic initiatives.

In this case study, Jordan McKee, Associate Director of Information Governance, highlights our joint efforts to address technical issues including data cleansing, data de-duplication, and consolidation of transaction history.

And she describes the steps that Husch Blackwell went through to consolidate its physical records data to reduce costs and risks, improve productivity, and elevate the role of the Information Governance within the firm. 

Click to Read

Intapp In Sight

WEBINAR: Perspectives on Navigating the Intapp Cloud Migration Journey

VIDEO NOW AVAILABLE — “OnePlace Risk & Compliance: Navigating the Cloud Migration Journey”

InOutsource Director of Operations, Eric Mosca, is featured significantly in this Intapp panel on migration to the Intapp Cloud. Contact us to continue the discussion about the importance of data mapping and understanding how data flows through your law firm, in preparation for your cloud migration. Watch the video on-demand here:

Click to Watch the Recording 

InOutsource Innovation

Audit Letter Response Workflow Management

Most firms that receive audit letters rely on manual processes that are inefficient and create an unwelcome burden for lawyers and staff.

Using the InOutsource solution for audit letter response, risk teams can execute this critical process more efficiently while minimizing the overhead and interruption lawyers experience with legacy, manual methods.

This purpose-built software solution that integrates key historical information, automates key 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.

Click to Read More About Our Audit Letter Response Solution

TRAINING: Risk E-Learning from InOutsource

Nectar, our online Learning Management System (LMS), accelerates risk staff training and development, with centralized, standardized learning tools and information that can be mapped to your firm’s specific needs.

Coursework includes extensive conflicts and compliance education, as well as broader context on law firm operations and fundamentals.

Nectar’s online resources include personalized learning materials, configurable learning plans and syllabi, testing and evaluation tools, and progress tracking and reporting.

Click to Learn More and Request a Demonstration

Serious Security — A New Partnership

LAW FIRM INFORMATION SECURITY: InOutsource Partners with Cyderes Expanding Security Relationships and Resources

In our discussion with law firms, we consistently see security issues commanding significant attention. And a consistent theme we’ve heard is that organizations want relationships with multiple security consultants, to gain access to a variety of perspectives, advice and technical resources.

To help connect our clients with the best resources, we have recently formed a partnership with Cyderes. Security experts. This team of security experts has worked with several law firms in areas including: 

  • Assessment, capacity, strategic planning, advisory/consulting activities
  • Responding to client RFPs and audits
  • Breach and incident response
  • Compliance pursuit/certification
  • Supplementing in-house security staff


Click to Learn More

Fresh Buzz About Our Web(site)

OUR NEW WEBSITE: Clearer Insight on InOutsource

We do more than implement software: We implement insight. This year we redesigned and expanded our website to help you better understand all the ways we support our clients.

It also received a bit design do-over. (We always prioritize substance over style. But we were definitely happy to receive compliments from many of you!)

One page we’re particularly proud of is our client feedback page. We work with a large variety of firms and stakeholders. See what they have to say about us in their own words:

Click to See More

buzz_dec22_butterflies

Beeswax (Industry Insight)

ENABLERS Act: Enhance your risk and compliance management

Nigel Riley, Intapp’s general manager for risk and compliance solutions, reminds us to pay close attention to the unfolding enhancements Congress is making to AML rules. His article reviews details of the impending changes, and offers advice on how to prepare sound response strategies.

Read the Article

The Trouble with Retention and Disposition

Where is the best place to start, if you want to implement retention and disposition of electronic records at your law firm?

The LegalRM team explores key #informationgovernance considerations in ILTA Peer to Peer magazine.

Read the Article

You’re running conflicts checks on your law firm’s marketing content before publishing it, right?

“Are you and your law firm running conflicts checks on your and your colleagues’ thought-leadership marketing content? Yes, really, I am talking about running conflicts checks on your and your colleagues’ blog posts, bylined articles, and client alerts before they’re published.

“If you are not running conflicts checks on this marketing content, you and your law firm run the risk of that content coming back to bite both of you in the rear in two distinct ways.”

Read the Article

More Resources:
 

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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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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.