Contact Us

The Buzz Newsletter (April 2021)

A Note from Nancy

With Spring in full swing, we at InOutsource find ourselves active, engaged, and optimistic. It’s clear that both the world at large and legal profession in particular are emerging from a turbulent, uncertain chapter with a renewed focus on adaptation and execution.

Of course, 2021 is still unfolding. As it does, law firms are increasing investments in efficiency and growth. Key priorities we’re deeply involved in helping our clients address are “The Three C’s” — Collaboration, Cloud Adoption, and Cost Control.

As you navigate your firm’s journey, remember that our team of expert technologists, business analysts and (more important than ever in a remote world) diligent project managers is ready to assist you and your firm in defining and executing technology projects on time and on budget.

The resources below highlight areas where we’re seeing strong interest, including: Intapp, IG/Risk Consulting, and Analytics Solutions. If these topics strike a chord, I encourage you to reach out.

With warmest regards,
 
— Nancy Beauchemin, President and Founder
Intapp — News & Resources

PERSPECTIVE: 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 smooth transition, so your firm can maximize the benefits of the Intapp Cloud.

Click to Read the Full Article

CASE STUDY & WEBINAR: Ballard Spahr: Automating Audit Letter Responses with Intapp

We continue to connect with firms interested in automating audit letter responses. If your firm is looking to ease the pain of this complex process in 2021, we’re ready to support your success.

For more detail, see this case study highlighting how the InOutsource team worked with Ballard Spahr to implement audit letter response workflows using the firm’s existing Intapp software.

Click to Read the Full Article

INTAPP IN DETAIL: Getting More From Your Intapp Investments: Innovation and Insight from InOutsource

If you’re looking to get more out of your Intapp investments, we want to make sure you understand all the areas we can aid and accelerate your efforts. Summarized below, you can get even more detail on the linked page.

Areas we often address include:

  • New product introduction (Intapp Terms is an area of growing interest and investment)
  • Custom solution development (e.g. workflows like audit letters or engagement letters)
  • Upgrades & Integrations (including cloud migrations)
  • Training (administrator as well as “power user” courses and sessions)
  • Reporting (efficiency, business insight, productivity metrics and more)

Get it Touch to Learn More

Risk & IG — News and Resources

VIRTUAL EVENT: WEBINAR: Risk Round Table on New Business Intake

Connect with your risk peers: a safe space for open discussion

One of the key pieces of the business of a law firm is new business intake. Get it right and important downstream processes like timekeeping, billing, collections, and profit analysis will go smoothly. Get it wrong and not only will it jam up those gears but it also could expose the firm to ethical, financial, and reputational risks.

Conversation topic starters will include:

  • Latest “good (and bad) practices”
  • Creative workflow strategies to get better information from submitters, get better involvement from reviewers, while increasing workflow speed
  • “New” issues and consideration on radar (e.g. Marijuana businesses, Pricing, LPM, OCGs, etc.)


Click to Register

EDUCATION: Conflicts Insight: Managing Bankruptcy Conflicts

InOutsource’s Max Welsh on navigating a critical, complex and common risk scenario:

“As I create educational content for an online learning management system which InOutsource is developing for law firm risk and conflicts staff, I thought I’d take a moment to share my thoughts on one of the most complicated conflicts conundrums firms frequently face: managing bankruptcy conflicts.”

Click to Read the Full Article

INTERVIEW: Information Governance: Nelson Mullins on the Impact of IG on Your Law Practice

David Worth, CIO of Nelson Mullins shares how he and his firm executed a shift in IT to be more strategic and to put the right assets in place within the firm to more effectively address critical IG challenges facing the firm.

He explores how the role of the CIO and technology leaders has evolved in law firms, the increased interest in information governance, what to expect from an IG solution, and where the sector is headed.

Click to Read the Interview

Analytics — News and Resources

RESOURCE: Were Analytics Improvements a 2021 Resolution? Transforming Analytics Insight Into Real-World Solutions

No matter what role you play at firm, making better use of data can present new opportunities to enhance how you serve lawyers and clients.

At InOutsource, we implement insight for our law firm clients, addressing a range of issues.

Working closely with you, our Data and Analytics (DNA) practice offers strategic advisory, expert consulting and tailored solution development services — all focused on enabling firms to most effectively distill their data to make better informed decisions and then put those decisions into practice operationally.

We’ve put together an updated overview of the services we offer and use cases we frequently address:

Click to Read More

2 MINUTE VIDEO: Better Analytics Drives Better Business Development -- A Fresh Approach to New Case Filing Intelligence

Timely information can provide a critical advantage in pitching for new business and delivering successful outcomes. Armed with timely information about case filings, firms can alert and proactively pitch services to clients and prospects — particularly in those “ahead of service of process” situations where clients aren’t even aware that they’re subject to new legal action.

A new, innovative solution from InOutsource, built on a modern data analytics platform, enables intelligence-driven business development, creating new opportunities for law firms to win new business.

We’ve put together a short video highlighting the solution:

Watch the Overview Video

Beeswax (Industry Insight)

Intapp Launches 2021 Risk Staffing Survey

The annual Risk Staffing Survey explores the ways you and your colleagues conduct various risk-related activities. We’ve expanded the questions this year to understand how the COVID-19 pandemic changed the ways in which risk teams work.

Participate in this year’s survey to share your insights on topics such as:

Conflicts resolution
Client due diligence
Business acceptance operations
Risk research
Client engagement terms management

Read More and Take the Survey

Are You “Data Literate”? (Why You Should Be)

In this article, Lisa M. Mayo, Director of Data Management, Ballard Spahr asserts: “Data literacy is not something organizations can continue to ignore.” She shares her insight on this critical topic, offering several practical recommendations and exploring key questions including:

What exactly is data literacy, and what is the business value?
What does Data Literacy mean at Ballard Spahr?
What can you do to improve data literacy at your organization?

READ MORE: “Data Literacy –What is it and Why Should Your Company Care?”

VIDEO: IG Insight in Perspective (Orange Rag)

Caroline Hill, editor of Legal IT Insider (Orange Rag) sits down virtually with FileTrail’s Darrell Mervau for a chat. Topics include: IT challenges associated with remote working, digitization, and the importance of retention and disposition in enabling information security and data protection.

They explore about how COVID has impacted the information governance requirements of firms and the flight to Microsoft Teams. Do law firms have a proper strategy, and where are the gaps?

VIDEO (5 MIN): IG Challenges in Perspective

More Resources:

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.

li

LinkedIn

twitter

Twitter

Get Another “Buzz” (Subscribe for Updates) :

We Implement Insight

Contact Us to Learn More

Philadelphia Office

1518 Walnut Street
Suite 1800
Philadelphia, PA 19102

P: (267) 299-6260
F: (267) 299-6266

Careers

Job openings at InOutsource

Social

Linkedin Twitter

Inbox Insights

Sign up to receive “The Buzz,” our email newsletter:

bio_john_z3

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.

bio_dan_warner_23

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.

bio_allen2

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.

bio_john_v2

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).

bio_chris_e

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.

bio_alyse

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.

bio_jeanine2

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.

bio_alyssa_costello

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.

bio_arielle

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.

bio_lorin

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.

bio_victoria2

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.

bio_rose_jackson

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.

matthew_jiang

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.