Our Core Services

FileTrail Records Management System Sales and Implementation Services

A law firm’s information governance program should be built upon the content of the data and its applicability to the business process. The FileTrail Records Management System provides the integration of physical and electronic records allowing for better management of information in a structured environment.

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Business Intelligence and Analytics

In order to remain competitive Law Firms are being forced to increase efficiency. Firms employing data driven decision making practices, with the help of Business Intelligence and Analytics technology solutions, are driving profitability at a higher rate.

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Intapp Open Implementation Services

As the premier Intapp partner implementing Open Intake and Conflicts solutions, we combine strong technical skills with unparalleled process improvement experience to deliver projects on time and on budget.

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Policy & Procedure Development

Policy and procedure is often the foundation for driving change within a law firm. Rely on our experience in drafting policies for law firms with offices across the world; including retention policies and more.

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Information Governance Needs Assessment

After reviewing your current policies, process, and practitioners, we’ll develop a detailed roadmap to bring about an effective and compliant Information Governance program.

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New Business Intake Process Design

The climate of increased lateral attorney movement, greater competition of legal work, and demands around alternate fee arrangements has changed the landscape of new business intake. InOutsource will guide you on how to stay competitive, increase efficiency, and mitigate risk.

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Cost Containment

InOutsource offers cost containment services as a way of demonstrating hard savings related to Information Governance projects. Often these savings can be directly applied to process and technology improvements.

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Project Management

Project Management is a vital component of each of InOutsource’s projects. We employ a variety of techniques to ensure that our vital projects progress effectively and efficiently.

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"”In reviewing some of the Records solutions on the market, finding a replacement for FileSurf, Loeb’s Records Managers were very impressed with the presentation of FileTrail. As they dove deeper, during the proof of concept, they quickly discovered that any option could be configured to meet the needs of their respective offices, practice groups and staff.

InOutsource’s expertise in information governance and records management processes was invaluable in helping the firm evaluate FileTrail as a replacement for FileSurf. InOutsource set-up the POC environment and we found them very responsive during the evaluation process. We are looking forward to their project management skills and implementation expertise as we transition to FileTrail.”"

- Heather Morrow

Manager of Training and Special Projects