The Buzz Newsletter (October2024)
As 2024 comes to a close, we’d like 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 our clients.
As you’ll read below, we’re making new investments and seeing strong interest in areas including:
- HiveMind Client Care — Our new concierge service and support offering.
- Copilot Readiness + Modern Work Consulting — Our new practice group focused on helping your firm navigate this evolving, innovative landscape.
- Intapp Upgrades and Cloud Migration — Our team is working with firms on charting prudent, cost-effective strategies to advance their Intapp objectives
We’ve also secured distribution rights to a unique industry compensation survey that many of our IG colleagues will want to take note of (details below).
If you’d like to schedule time to speak about ways our team can support yours in 2025 and beyond, we’d love to connect.
President and Founder
Director of Operations
Copilot Readiness + IG Insight
WEBINAR: Essentials of Copilot Readiness — Planning for the Potential, Preparing with Purview, Protecting Against the Risks
Taking flight with Copilot requires careful planning, skilled navigation, and rigorous risk management. In this session, InOutsource experts shared insight and inspiration to advance your firm’s journey!
✈ We outlined key considerations for Copilot readiness, including several hidden risks firms must address.
✈ We demonstrated how to build a prudent, practical data governance and security foundation for your M365 content with Microsoft Purview — so you can leverage Copilot safely and responsibly.
✈ We even had time for audience Q&A.
It was a packed virtual house for this virtual #modernwork presentation.
Missed it live?
IG Staffing Compensation Survey Report
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:
IG Staffing Compensation Survey Report
NEW: Introducing 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.
InOutsource HiveMind: Focused On Your Critical Needs
We’ve designed and staffed HiveMind configurations specifically focused on the most critical needs facing our clients. If you want to learn more, check out these detailed PDF overviews:
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?
Client Success In Sight
WEBINAR RECORDING: A KM & BD Revelation — Modernize New Case Filing Alerts to Delight Lawyers
Hear firsthand from InOutsource clients Evan Shenkman (Chief Knowledge & Innovation Officer, Fisher Phillips) and Tricia Bond Thomas (Director of Research Services, Akerman) about how our New Case Filing Intelligence (NCFI) solution has significantly streamlined the way they flag and deliver relevant alerts to lawyers.
To help lawyers pursue new client business and stay up-to-date on relevant legal developments, many firms subscribe to specialized feeds providing new case filing data.
But managing that firehose of data in an effective and timely manner creates serious efficiency challenges for library and KM staff. Our New Case Filing Intelligence software has been adopted by multiple firms and delivers real results. Watch this webinar to learn how it can help your firm!
KEY QUOTES:
EVAN SHENKMAN: “We saw a demo of NCFI via a webinar just like this one. And I thought: ‘That’s it! That’s the solution that we’ve been looking for.'”
ES: “Within the first few months, we identified at least 50 matters that were captured by the new system that would have been missed… 50 new litigation matters were brought in because of this, which is a very easy way to show ROI.”
ES: “We wanted to make sure to work with a company that would work with us and innovate with us, and push the envelope… and you guys were a company that we knew we’d be able to have that innovative relationship with. So, it was a good fit, and it’s worked really well.”
TRICIA THOMAS: “We knew there were several missed business development opportunities. And this has helped us identify those more quickly and more accurately, to make them actionable.”
“Our attorneys love how easy it is to read this report on their phones.”
Beeswax (Industry Insight)
WEBINAR RECORDING: Fulfill and comply: Master client obligations with Intapp Terms
Navigating complex client requirements and OCGs isn’t easy. But now it can be with Ask Intapp, the new Intapp Assist generative AI feature. You can ask the app questions about specific client terms right in Microsoft Teams — and get your answers fast.
Learn how Intapp Terms, now equipped with Intapp Assist AI, can help you:
- Remove the guesswork from complying with client terms
- Generate immediate answers about client commitments directly in Microsoft Teams
Save time by reducing menial research and administrative work - Expedite business acceptance and boost revenue by integrating compliance with OCGs
Explaining the Least-Known Ethics Rule
Legal ethics expert Lucian Pera writes about “the most useful ethics rule you’ve never heard of.”
“Even in 2021, with some 46 jurisdictions having a version on their books, we ethics lawyers continued to get calls from lawyer clients that demonstrated that lawyers had no idea the law touched by this Rule had changed. Remarkably, those calls continue today.”
“More importantly, Rule 1.18 significantly limits the imputation of any conflict to the lawyer’s firm in this situation—that is the Rule changes when the individual consulted the lawyer’s conflict; if the lawyer is disqualified, it means that the lawyer’s whole firm is also disqualified.”
Team IG: Emerging roles in IG
Join this webinar for an exploration of the changing roles within IG and how, collectively, they ensure efficient decision-making, risk mitigation and protection of sensitive information to foster a secure and compliant environment.
Speakers Karen Allen, Information Governance Manager, Wiley Rein, Brie Aul, Senior Manager of Information Governance Strategy and Operations, Morgan, Lewis & Bockius LLP and Barbara Dalton, Director, Data Privacy and Information Governance, Norton Rose Fulbright will discuss how teams need to evolve from typical ‘records management’ and that new skills and experience are needed.
More Resources & Updates:
DEALS CONFLICTS: Multi-bidder Deal Conflicts Management
CRYPTO CONFLICTS AND COMPENSATION: Conflict Cleared, Lateral Lawyer Departure Fees Ruled Wrong
MALPRACTICE & MORE: Fraud Allegations Against Firm, “Bonkers” Conflicts Called on Court
ARBITRATION AND OLYMPICS CONFLICTS NEWS: Arbitration Clause Unenforceable, Adverse Witness Fee Assist Not a Conflict, Olympic Conflict Update
The Bee's Knees
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