Clients

Find below some of the clients we have had the pleasure of working with.

  • kelley drye logo

Testimonials

Click the logos below to cycle through a few testimonials from our satisfied clients.

  • Best Best & Krieger

    “InOutsource was introduced to us by our firm’s malpractice insurance carrier, and it didn’t take long to know why they were so highly recommended. Nancy and her team’s unparalleled knowledge and expertise have been invaluable as they’ve helped in updating our firm’s governance and retention policies. Leveraging their experience and relationships, InOutsource also successfully renegotiated our off-site records storage contracts. Between the more favorable contract terms and pricing secured and the improvements recommended to our internal operations, InOutsource is responsible for our firm achieving significant cost savings and greater efficiency. We are also in a stronger position with respect to risk management as a result of our new governance policy, which we would not have been able to accomplish without their help. I highly recommend InOutsource for both their expertise and their dedication to client satisfaction.”

    - Maria Casas

    Operations Manager - Best Best & Krieger LLP

    Blank Rome

    “Blank Rome LLP has been using the service of InOutsource for over 10 years on a variety of projects.  They consistently have done excellent work for us, including efforts implementing scanning, records management and business intake systems, developing records retention policies, and managing off-site records storage, among other things.  They are consummate professionals and I would recommend them highly to anyone who has needs along these lines.”

    - Laurence A. Liss

    Chief Technology Officer - Blank Rome LLP

    Cozen O’Connor

    “Peers I trust recommended InOutsource to me.  We’ve worked on several projects with them, including electronic and paper records management and strategy, and together we’ve reduced risk and increased efficiency at the Firm.”

    - Brian Gillam

    Chief Information Officer - Cozen O'Connor LLP

    Davis Wright Tremaine LLP

    “During our FileTrail implementation the team at InOutsource was flexible, creative, and professional. Their expertise in Information Governance best practices and in-depth knowledge of ARM and FileTrail allowed us to make a smooth conversion.”

    - Charles Barth

    Manager of Information Governance and Records

    Holland & Knight LLP

    “In 2007, Holland & Knight selected InOutsource as our records management consultants for multiple reasons. Because InOutsource is legal industry-focused, they brought knowledge and experience gained by working with other law firms. They were not interested in merely making recommendations or creating written policies, but rolled up their sleeves with us to create processes that would make it possible to apply the policies we adopted. Most importantly, they approached records management in a holistic manner. InOutsource saw how our records program touched numerous aspects of firm administration and client representations, and possessed extensive knowledge, understanding, and abilities in the disciplines necessary to move the project forward. I would recommend without hesitation InOutsource to any law firm looking for expertise in records management and information governance.”

    - Crystal Adkins

    Associate General Counsel - Holland & Knight LLP

  • Kelley Drye & Warren LLP

    “We knew that following our implementation of NetDocs that we needed to address our overall information governance strategy and that included identifying the best replacement for our legacy records management system. We chose FileTrail for its innovative approach and integration with NetDocuments and we selected InOutsource as our strategic partner for implementation based upon their industry expertise and familiarity with both LegalKEY and FileTrail.”

    - Judith Flournoy

    Chief Information Officer

    Lathrop & Gage LLP

    “InOutsource is a trusted consultancy to the Firm. They are deeply aligned with the firm’s goal. In addition to bringing comprehensive strategic knowledge to our projects they are also deeply pragmatic and responsive.”

    - Gillian Power

    Chief Information Officer - Lathrop & Gage LLP

    Levenfeld Pearlstein

    “The experts at InOutsource not only gave us an excellent experience, but were very professional, unique and enjoyable.  They took the effort to ensure that all of our requirements were met.  It’s nice to know that we can call them after a year, and get the same excellent service they have to offer.”

    - Karen Sanchez

    Records Supervisor - Levenfeld Pearlstein LLC

    Loeb & Loeb LLP

    “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

    Neal, Gerber & Eisenberg LLP

    “After evaluating both FileTrail and iManage, we decided that FileTrail would better support the firm’s strategic goals in terms of business and technology infrastructure. We can deploy FileTrail either on-premise or in the cloud and its simple user interface makes it easy to navigate and train on. We like everything it offers. Plus, we’ll have the expertise of InOutsource to help us deploy it.”

    - Brian Creona

    Application Development Manager - Neal, Gerber & Eisenberg LLP

  • Osler, Hoskin & Harcourt LLP

    “The strength of InOutsource is in its people. Their proven experience with Intapp Open Intake and Conflicts helped us identify options, process decisions and weigh strategies and tactics from law firms facing similar challenges.”

    - Marie Gibson

    Director, Conflicts, Records and Risk Management, Osler, Hoskin & Harcourt LLP

    Poyner Spruill LLP

    “Poyner Spruill first engaged InOutsource more than 10 years ago to conduct a thorough assessment of our records management practices and provide recommendations.  InOutsource did an excellent job of uncovering the gaps in our processes and providing manageable, cost-effective recommendations to fill those gaps.  They then stepped us through the process of implementing a records management infrastructure that allowed the firm to systematically manage the lifecycle of records.  Their assistance didn’t end with the engagement.  We have come to rely on InOutsource for guidance and best practices in a constantly evolving information governance landscape.  The entire InOutsource team listens to clients and takes the time to analyze and understand firm culture in order to provide recommendations tailored to best meet the needs of their clients.”

    - Ellen Kinsinger

    Chief Information Officer - Poyner Spruill LLP

    Seyfarth Shaw

    InOutsource provided support to Seyfarth Shaw in developing and implementing Information Governance policies and practices.  They worked with attorneys and support staff to understand our particular challenges and to communicate solutions that were palatable to our attorney leadership team, IT, and Information Governance teams.  They have great expertise in the area and are a pleasure to work with.

    - Andy Jurczyk

    Chief Information Officer