Click through the icons below for more detail on the types of offerings that InOutsource can help your firm tackle.  We are here to support every aspect of your Information Governance, New Business Intake, and Conflicts of Interest needs.  For over 20 years we have honed these offerings in order to effectively help law firms bring about meaningful improvements.

Nectar Risk E-Learning

Nectar Logo

Engagement with Risk Management
Creating a true culture of risk management requires intention and investment. When firms are successful at this, risk mitigation becomes a shared priority, integrated into every day decisions and activity. When they are not, the chances of error, omission and expense multiply — often in unforeseeable ways.


The Challenge
It’s hard to recruit, train, develop and motivate law firm staff, who address critical compliance and client service needs including business intake and conflicts management.

At many firms, training approaches are often ad hoc and apprentice-based. But there’s no clear alternative, until now.

InOutsource helps you develop your team’s risk knowledge, skills and engagement

Nectar, our innovative online Learning Management System (LMS) accelerates training and development, by providing centralized, standardized learning tools and information that can be mapped to your firm’s specific needs.

Coursework includes extensive conflicts and compliance education as well as broader context on law firm operations and fundamentals.

Nectar’s online resources include personalized learning materials, configurable learning plans and syllabi, testing and evaluation tools, and progress tracking and reporting.

It also enables organizations to supplement existing coursework by uploading their own, custom, firm-specific training materials — creating a single, comprehensive source of subject matter, policy and process education.


Nectar nurtures broader risk awareness and exchange
InOutsource also provides Nectar participants with opportunities to securely collaborate with their industry peers to further develop their perspectives and skill, through recurring round table events and moderated exchanges on a variety of relevant risk topics.



Nectar Value Model

InOutsource offers supplemental risk consulting, delivering fresh insight

  • Advisory and change management services covering critical challenges, including new business intake, conflicts, outside counsel guideline compliance, and merger readiness
  • Team staffing assessment and advisory services (organization, skill and development)

Get in touch with us to learn more

We’d welcome the opportunity to explore your firm’s specific training challenges, needs and objectives. And to show you a live demonstration of Nectar and how it can help.

Contact us to discuss:

  • your firm’s approach to risk staffing, management, training & development — challenges, goals and objectives
  • how Nectar delivers structured, standardized, scalable risk training, testing and certification
  • the opportunity to collaborate with your firm and joint next steps


Data & Analytics

Transforming Analytics Insight Into Real-World Solutions
At InOutsource, we implement insight for our law firm customers, addressing a broad range of issues including business development, risk management, cost control, and BI/performance analytics.

How We Work

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.

Problems We Solve & Projects We Execute

Developing Analytic Solutions

  • Producing and delivering data visualizations and reports
  • Implementing solutions including: new case filing alerts, lateral analytics, records disposition, cost containment, client engagement, profitability and matter intelligence

Improving Data Architecture and Governance

  • Defining an enterprise data strategy, employing best practices including master data management
  • Assisting with data cleanup, data integration, and other critical data architecture projects

Implementing Analytics Software

  • Deploying analytics tools based on specific firm needs
  • Configuring solutions to address data integration, access and security controls and other firm needs

Delivering Training and Developing Internal Skills

  • Offerings introductory and advanced analytics and data science education to firm staff
  • Providing custom training, tutorials and ongoing support, tailored to specific client requirements

The Tools We Use

Delivering both pre-built and custom solutions, our team leverages best of breed tools, including the Qlik analytics platform. In doing so, we provides firms with a centralized, standardized path to greater levels of visibility and control — all accessed and managed through an intuitive, secure interface they can easily adopt, integrate into internal processes, and extend over time.

Analytics Insight and Innovative: Experts in a broad range of standard analytics tools, we take a technology-agnostic approach to apply the analytics solution best matched for client needs.

Data Science and Machine Learning: Making predictive analytics more accessible, with powerful machine learning, data science, and data quality tools.

Data Integration: Leveraging industry-standard cloud integration services to connect any
software application or data source — quickly and easily.

The Potential We Offer

We always welcome opportunities for new exploration and experimentation, treating these efforts as part of an initiative we call “DNA Labs.” We often design and develop tailor made solutions that push technical boundaries and test limits.

FileTrail Records Management System Sales and Implementation Services

FileTrail is the premier records management system on the market. A feature rich and customizable piece of modern software, FileTrail is 100% browser based and offers both a hosted and on premises model. FileTrail boasts the ability to profile and save electronic material on its own as well as the available integrations with multiple document management system. FileTrail offers a retention review module that stands alone in the marketplace for its ability to streamline the process of final disposition.

InOutsource is FileTrail’s only partner specializing in the legal industry. Since 2002, InOutsource has provided business process consulting in the legal information governance arena. InOutsource will ensure that law firm clients are not only upgrading a piece of software, but also upgrading policy, procedure, and processes during every software implementation.

The partnership between InOutsource and FileTrail provides the skills and expertise earned from years of experience. InOutsource’s trusted record in improving law firm client policy and process surrounding the management of Client and Administrative records, in cooperation with FileTrail’s ten year history developing and supporting the most flexible and feature rich records management system on the market, will prove to make the perfect customized solution for every individual client both quickly and affordably. In order to manage information efficiently and compliantly in today’s legal environment, rely on InOutsource and FileTrail for all your records management needs.



Call us or email to schedule a demonstration of FileTrail.

Intapp Implementation Services

As the only Intapp partner with unsurpassed experience in risk management principles central to intake and conflicts clearance, we are unmatched in our ability to guide your firm through the Conflicts and Intake implementation process. Our consultants understand the architecture of your law firm’s current conflict checking systems, as well as billing and human resources platforms. Because we also understand many of the operational struggles you face today, we are armed to handle the most complicated conversions and create successful workflows and processes to meet your firm’s needs. Throughout the implementation, we will guide you through the challenge of protecting the firm from risk and introducing new technology into firm culture.

Our implementation team brings together the most in-demand technical resources and highly sought-after subject matter experts. This combination of technical skills, consultative ingenuity, and experience makes InOutsource the leading Intapp partner with an unmatched number of reference-able clients. No other organization has more individuals certified in Intapp Conflicts and Intapp Intake implementations than InOutsource.

Process Review

InOutsource will provide a comprehensive analysis of your functional requirements related to new business intake and conflicts management. Included in this analysis will be recommendations on process improvements leveraging the Intapp platform.

Data Integrity Analysis

In preparation for the implementation of intake, conflicts, terms or other risk solutions at your law firm, our team will provide a comprehensive data integrity analysis of the databases that interact with the new business intake and conflicts processes. This analysis will assess the overall health of your databases with a focus on data anomalies and duplications. InOutsource can provide services to cleanse and normalize this data as part of the data conversion and integration effort.

Custom Report Development

The InOutsource team can provide custom report development services to support your law firm’s new business intake and conflicts management processes. These services often include the development of custom conflicts reports, daily new matter reports, and statistical and analytical reports.


InOutsource can provide a variety of training programs to support your law firm’s implementation of Intapp risk software including:

  • Training the trainer
  • End-user training
  • Administrative training
  • Integration Builder training

Knowledge Transfer

InOutsource shares Intapp’s philosophy of “teach a law firm to fish.” While our team can provide ongoing support services, our preference is to empower clients to continue with the ongoing maintenance and development of their workflows with existing personnel. To support this philosophy, InOutsource’s standard scope of service include knowledge transfer sessions where our team will provide training and documentation on all development specifications, integration rules, and form and workflow designs.

The typical InOutsource scope of services for a new business intake project include development of following workflow processes:

  • Preliminary conflict check
  • New client, new matter opening process
  • Existing client, new matter opening process
  • Add conflict party process
  • Client and matter information change process

To learn more about our Intapp implementation services, please call (267) 299-6260 or send us an email.


NetDocuments Implementation and Information Governance Consulting Services

InOutsource offers a comprehensive range of NetDocuments services supporting law firm adoption of and success with the ORGANIZE solution suite.

For firms just getting started with NetDocuments, we provide implementation services including system setup and integration, document migration, and data import.

For firms at any stage in their NetDocuments journey looking to employ a best practices approach to information governance, we offer workspace design/redesign, repository checkup (e.g. templates, doc types, general cleanup), and broader IG best practices and policy development services.

About NetDocuments

A leading and pioneering document management provider, NetDocuments offers cloud-based tools that enable firms to unify document and email management. Their centralized, secure system empowers organizations to create, access, collaborate, organize, store business information and work product. Broadly accessible on any device, NetDocuments empowers firms to focus on client service and productivity, rather than security and compliance.

The Unique Power of InOutsource + NetDocuments

With over 20 years of information governance experience, InOutsource brings unique understanding of critical professional compliance requirements, combined with technical skill to implement effective IG practices within NetDocuments across the entire client and information lifecycle.

We know the risk landscape; we know the working practices and preferences of lawyers and staff; and we know how to successfully navigate the broader data integration, data governance, and technology landscape in play.

Compliance in Context, Productivity in Practice

InOutsource works with firm to address their objectives with NetDocuments in areas including:

  • System rollout / migration
  • User acceptance and adoption
  • Process analysis, training and efficiency
  • Information governance and records management policies and practices
  • Document retention and disposition management (physical and electronic)
  • Technologies and data integration (cloud and on premises), including DMS and third-party Records Management/Information Governance software solutions


In short, InOutsource implements the insight that enables your firm work inspired with NetDocuments.

Policy & Procedure Development

InOutsource has provided guidance to dozens of law firms on drafting policies such as:

  • Comprehensive Information Governance Policy – We will develop an Information Governance policy that reflects how to manage all physical and electronic client matter content throughout the lifecycle of client matter representation. We will also address the management of your firm’s administrative information and records.
  • Retention Policy – We will develop guidelines that articulate what information needs to be retained and for how long once client matter representation has concluded. InOutsource maintains an active, comprehensive database of relevant legal statutes and professional opinions to guide retention timeframes. Our understanding of the unique requirements of specific areas of law enables us to create an effective and compliant retention policy that addresses a law firm’s specific requirements. We will provide recommendations for retention periods and provide guidance on how to effectively execute final disposition decisions.
  • Lateral Attorney Onboarding and Departure Policy – We will develop policies that control the intake and departure of client information that enters or leaves Firm custody with a lateral attorney.
  • Legal Holds Policy – We will develop policies for halting routine destruction in the face of real or threatened litigation by preserving content in-place or through replication.
  • Ethical and Confidentiality Screen Policy – We will develop focused policies relating to securing and restricting access to confidential information.

InOutsource has strong institutional knowledge of risk management practices in the legal industry and will leverage this knowledge to draft risk management policies that address universal law firm concerns, client requests, and recommendations of liability insurance providers.

InOutsource has experience in developing procedures to increase efficiency and support the execution of existing or recently developed risk based polices. In order to support these new procedures, InOutsource often provides advice or training to existing law firm staff and can produce supporting documentation in forms of process diagrams and written procedures.

InOutsource can perform an assessment of your Firm’s current practices in order to define a new policy or develop a new procedure. A typical analysis consists of:

  • Collection and analysis of advance documentation
  • Onsite interviews and information collection
  • Additional remote interviews, as needed
  • Scheduled project planning meetings
  • Preparation and presentation of findings and recommendations
  • Development of deliverables to meet the needs of multiple audiences

Read more about our risk assessment and consulting services.


Information Governance Needs Assessment

InOutsource is the premier provider of unbiased records management and information governance consulting services to the legal industry.  Our services allow law firms to implement a comprehensive Information Governance Program with a focus on improving efficiency, reducing risk, and reducing costs. Today’s legal industry supports multiple methodologies for the management of client matter information. Law firms turn to InOutsource for a variety of reasons; from a concern over compliance with professional responsibility rules and outside client guidelines to the logistical concerns associated with an office move or merger.

InOutsource is the only company offering and implementing legal-focused consulting and project management services.

Our Approach

InOutsource’s team of consultants and project managers have worked extensively with clients in the legal industry to improve information management processes.  Our approach to working with law firms always begins with a comprehensive assessment to document the current state of a law firm’s operations.  We utilize a variety of approaches to complete our analysis, with an eye towards keeping costs to our clients at a minimum.

Our comprehensive analysis is comprised of:

  • A thorough questionnaire and a list of requested documentation prior to start of analysis
  • One-on-one interviews – either in-person or virtual – with key stakeholders and administrative staff
  • Remote web conferencing as needed to view software environments and evaluate prior implementation and design decisions


An initial legal benchmarking assessment allows us to better understand the history behind the formation of policies and procedures, previous software deployment decisions, and the business usage of records from the perspective of the end user.

The legal benchmarking assessment examines the creation and management of client matter information from the matters’ lifecycle perspective. It provides the framework to formulate specific recommendations for creating a culture of “less paper” and complying with Information Governance policy and processes.

Our typical analysis consists of:

  • Collection and analysis of advance documentation
  • Onsite interviews and information collection
  • Additional remote interviews, as needed
  • Scheduled project planning meetings
  • Preparation and presentation of findings and recommendations
  • Development of deliverables to meet the needs of multiple audiences

Read more about our risk assessment and consulting services.

New Business Intake and Conflicts Consulting

Opening new clients and matters is an increasingly comprehensive process that is critical to a law firm’s business operations. In addition to searching clients and parties for potential conflicts of interest, most firms complete client due diligence, credit checks, profitability analyses and several layers of management approval as part of the intake process. If not well-executed, this can result in inaccurate or incomplete data that can be troublesome for years to come, or even deemed useless.

Our team of subject matter experts is committed to providing risk-averse, streamlined solutions. Beginning with an upfront assessment of current processes, we employ project management principles and best-practice expertise to ensure that all of our clients have a documented plan to manage their intake and conflicts initiatives. Combining input from the firm with a thorough understanding of risk management concerns, we guide our clients towards creating new matter intake and conflicts management procedures that comply with outside counsel guidelines as well as evolving legal requirements. We have helped firms with both centralized and de-centralized conflict checking processes to construct new workflows that reconsider client and matter scrutiny while decreasing matter opening timelines.

Conflicts Essentials

In addition to consulting engagements, we also offer our Conflicts Essentials seminar program. The training will be scaled to fit your team, and can include intensive training for conflicts administrative personnel or basic review for non-lawyer professional staff.

With 15 years of experience defining and refining complex and time-sensitive practices, our team of legal process experts, certified records managers, and attorneys will help your firm open matters quickly and with peace of mind.


For more information, please contact us by phone at (267) 299-6260, or by email at And: read more about our risk assessment and consulting services.

Cost Containment

InOutsource understands the importance of expense management. Law firm operational management is continually pressured to show diligent attention to cutting waste and improving efficiency. We consider the service of assisting clients in controlling the rising costs of their outside vendor services as a crucial part of the information management lifecycle.

Through our knowledge of the legal market and our experience in working with top service providers, InOutsource has the leading edge on expense reduction related to:

  • Offsite document storage
  • Data protection
  • Shredding services
  • Library and information services
  • Office products
  • Telecom and technology
  • Facilities management

Our Approach

Our proven three-step process continually results in client savings, satisfaction, and improved efficiency.

Step One: Benchmark

  • We benchmark vendor expenses against peer firms and what we have reviewed or negotiated on behalf of other law firms.
  • We identify areas of improvement in a law firm’s processes that would reduce Firm expenses for vendor services.

Step Two: Negotiate

  • We identify law firm goals and factors that drive the desire for change.
  • We draft and issue an RFI/RFP, managing all vendor inquiries throughout the process.
  • We provide an in-depth analysis and modeling of RFP results.
  • As part of every RFP process, we negotiate service level expectations and favorable contract exit terms.

Step Three: Monitor

  • We monitor monthly vendor invoices and perform regular audits to ensure compliance with the established contract terms.
  • We continually monitor client satisfaction with vendor service levels.

To learn more about our Cost Containment service offering, please call (267) 299-6260 or email us at