The InOutsource team brings decades of law firm, information governance, and new business intake experience. Our consultants understand the technology and processes that reduce risks, improve efficiencies and decrease costs in a legal environment. We are technologists, Certified Records Managers, project managers, and integration specialists.
Nancy Beauchemin, CRM founded InOutsource in 2002, in direct response to law firms’ need for in-depth records management and information governance consulting. With more than 20 years of experience working with law firms, Beauchemin understands the challenges legal organizations face with their information management and business intake processes. These include rising costs, new technologies, changing legal statutes and general risk issues. Her proprietary methodology is based on the knowledge that law firms have differing approaches to taking on new business and managing client matter information and addresses all aspects of managing client matter information regardless of form.
Prior to launching InOutsource, Beauchemin developed her document and information system expertise through various sales and management positions that provided products and services to the legal industry. She frequently speaks to legal professional groups on the risk and ethical issues of managing law firm records and has authored several articles on the topic.
In addition to her Bachelor of Science degree from Northeastern University, Beauchemin holds the prestigious Certified Records Manager (CRM) designation from the Institute of Certified Records Managers.
Eric Mosca, CRM, director of operations for InOutsource, has more than 14 years of experience in new business intake and information management consultation. Specifically, he conducts comprehensive analyses of new business intake, conflicts, and records operations; develops policies and procedures; assists with documenting business and technology requirements and system selection; provides software development, implementation and testing; and oversees staffing solutions and vendor relationships.
Eric Mosca’s conflicts of interest management, records management and project management experience stems from a variety of positions within the legal industry. Previously, he served in law firms as a records manager focused on organizing complex litigation material, a manager of facilities management operations and a project manager instituting records management and imaging solutions.
Eric Mosca has been designated as a Certified Records Manager and graduated Magna Cum Laude with a Bachelor of Arts degree in English from Temple University. He frequently speaks about the technology and processes surrounding client intake workflow, conflicts and records management. He is also a frequent contributor to well-known legal publications and a presenter at the International Legal Technology Association’s annual conference.
INFORMATION GOVERNANCE PRODUCT MANAGER
David Beauchemin, Information Governance Product Manager for InOutsource, provides project management and information governance consulting services to law firms. He supports firms in designing and documenting business processes to maximize efficiency and compliance, creates custom-tailored software training documentation and leads training sessions for staff members.
Beauchemin has a particular interest in the area of physical and electronic file retention and has managed large-scale retention/destruction projects for law firms. He has guided initiatives to reduce paper reliance as part of office space consolidations and moves and has been part of the implementation team for a variety of records management systems.
He holds a Bachelor of Arts degree in International Relations from St. Joseph’s University.
Director of Business Intelligence and Analytics
Megan Beauchemin, Director of Business Intelligence and Analytics for InOutsource empowers law firms to recognize the full potential of their data. Megan leverages technology solutions and works alongside InOutsource clients to transform raw data into meaningful insight, thus encouraging intelligent business practices, resulting from data driven decision making.
Megan holds a Master of Science in Business Intelligence and Analytics from Saint Joseph’s University.
Information Governance Consultant
Jed Bronstein, Information Governance consultant for InOutsource, has spent years within law firms. Most recently, he served as records manager for a large national law firm where he gathered extensive, first-hand experience regarding information governance and project management. At InOutsource, he guides AmLaw 200 law firms through processes such as information governance needs assessments, records management solutions implementations, policy and procedure development and cost containment initiatives.
Administration and Billing
Alicia handles a wide range of administrative functions and ensures a high level of client satisfaction for InOutsource.
SYSTEMS INTEGRATION SPECIALIST
Frank Callan, systems integration specialist for InOutsource, offers a wealth of expertise to law firms pursuing technology projects such as new business intake, conflicts of interest and information governance software implementations.
With a background in web development, SQL, SSIS, SSRS reporting, and Intapp Integration Builder, he has managed large data translation projects for Aderant, Elite Enterprise, & Elite 3E and integrated core applications to ensure that data is propagated cleanly and efficiently. He focuses on data integrity and offers a range of methods for the cleanup of existing data stores.
Callan’s expertise comes from a variety of positions held throughout the past 25 years within law firms and corporate environments. Most recently, he served as a data architect and web developer at Merrill Lynch and as an integration specialist with Ballard Spahr LLP.
Callan graduated from Pennsylvania State University with a degree in Accounting.
Chris has worked in new business intake, conflicts of interest due diligence, and conflicts resolution with one of the top international law firms for the better part of a decade. His first-hand knowledge of the process and it’s intricacies adds a layer of expertise that is invaluable to our clients. Chris focuses on a number of aspects from project management to consulting support and process design at InOutsource.
Handles company operations including finance and human resources.
INFORMATION GOVERNANCE PROJECT MANAGER
While Conor’s current focus is on implementing FileTrail and working with clients to ensure that projects are met in a comprehensive and timely manner, Conor has worked with multiple AmLaw 200 Law Firms to help them roll-out records management software and implement retention and disposition programs. He has a diversity of experience with modern as well as legacy records management systems.
Senior Solutions Architect
Ted Matey, Senior Solutions Architect for InOutsource, supports law firms undertaking new business intake and information governance projects. He has worked to implement a variety of policy, procedural, and technology initiatives related to new business intake, conflicts and records management.
Previously, Matey served as interim head of information governance for a 500-attorney international law firm. In this capacity, he focused on implementing process change and mentoring staff through the adoption of new practices.
Matey supports InOutsource’s Intapp Open Implementations by developing process documentation, testing data migrations and software components and providing project management oversight. He also plays an active role in the design, development, and implementation process in collaboration with other InOutsource colleagues.
Jonathan has served as a Project Manager on a number of InOutsource client projects. He brings experience with a range of Records Management systems and processes.
INFORMATION GOVERNANCE ANALYST
Leads numerous projects for InOutsource’s law firm clients including the development of record and information governance operations, office moves and consolidations, and retention policy implementation.
INTEGRATION AND DEVELOPMENT SPECIALIST
Jonas Persson, integration and development specialist for InOutsource, assists with technical expertise in the areas of data migration, software development and installation and data integrity. His skillsets include, .Net programming, SQL, SSIS, and SSRS reporting.
From a background as software developer of document management and process modeling systems, Persson entered the world of law software applications in 2007. Since then, he has been working closely with developing, maintaining, and integrating a variety of standard and non-standard law-specific software applications within finance, business intake, auditing, internal processing and conflicts systems.
Persson graduated from Chalmers University of Technology, located in Sweden, with a Master’s degree in Computer Science and Engineering.
BUSINESS INTELLIGENCE ANALYST
Helps law firm clients reduce expenses while achieving their records management goals. Powers also functions as a records specialist, assisting law firms with the creation and maintenance of electronic records.
Haidee’s experience with conflicts of interest searching, analysis, and general new business intake processes in large law firms is invaluable to our clients. Haidee focuses on a number of aspects of client engagements including training, solution design, and software implementation.
Development and Technology Manager
Matt provides project management and consulting support to law firms in the areas of client intake, conflicts due diligence, and records management. He has a strong background working as both a conflicts analyst and records management specialist. Matt has worked with law firms to implement a variety of business intake, conflicts, document management, and records management systems including providing support for resolution of software data integrity issues and providing training to law firm staff. He also works directly with clients to develop policies and procedures to allow them to more effectively manage client information and reduce their risk exposure, while maximizing the capabilities of their business and records management software systems.
Matt currently supports InOutsource’s Open Implementations as the team’s lead Open developer and Development Manager. Matt provides project management and development oversight on the design, development, and implementation process.
Katelan brings a wealth of project management, client service, and process design experience to InOutsource. Formerly serving as Director of Client Services for a Philadelphia-based law firm, Katelan leads software implementation and consulting engagements with our valued clients.
Aaron Sternick is an attorney based in Philadelphia and a graduate of Villanova University School of Law. Having worked in law firms, pro bono advocacy, and solo practice, Aaron has a diverse perspective for the processes that drive this modern legal industry. Calling on this experience, Aaron contributes to the design of new matter and conflicts solutions to meet the needs of InOutsource’s large law firm clients.
Systems Integration Specialist
With over 10 years of experience in the legal industry in his role as Application Development Manager for a large Philadelphia-based law firm, Antwan is able to offer his expertise to both legal and technical audiences. Antwan has many years of experience managing and developing technical legal projects, including new business intake. Antwan offers value throughout the entire lifecycle of a project. Throughout that lifecycle, he aims to ensure that best practices are being used and solutions are being implemented in harmony with the customer’s requirements. With over 15 years of experience in the technology industry, Antwan provides insight during the technical planning & integration phases and prides himself on implementing solutions that increases the productivity of the business.
Information Governance Project Manager
Daniel’s focus is on implementing and managing the development of FileTrail for clients. Previously, Daniel has supported multiple law firms in transitioning their records management software and has trained users during this process. Furthermore, Dan has been instrumental in implementation of paperlite polices and process for large law firms. Dan holds B.A. from Rutgers University as well as a Certificate of Accountancy from Villanova University. Daniel is currently pursuing a Masters in IT Audit and Cyber Security from Temple University.
John works on Information Governance and new business intake projects for InOutsource clients. His experience includes responsibility for large-scale office moves, process development, and policy development initiatives.