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 15 years we have honed these offerings in order to effectively help law firms bring about meaningful improvements.

Data & Analytics

As leaders, we confront pivotal decisions daily. Often times, our inclination is to follow our intuition. Let our legal and technology experts transform your firm’s greatest asset, your data, into actionable insight so you can make those important decisions confidently and responsibly.

Our team brings together a unique skill set, combining industry expertise, deep analytics knowledge, and best-in-class technology, positioning InOutsource to deliver practical data solutions to meet your firms evolving needs.

Data & Analytics Offerings

  • We will work with your firm to define an Enterprise Data Strategy
  • We will leverage our extensive knowledge of legal data sources to assist with Data Clean-up, Data Preparation, and Data Architecture
  • We will produce and deliver Data Visualizations and Reports
  • We will provide guidance with Advanced Analytics and Data Science
  • We offer Custom Solutions built exclusively to meet the needs of you law firm
  • Our team of skilled trained practitioners will Implement Analytics Technology for the firm
  • We will work with your firm to configure the platform and administer security in a way that is compliant with you Information Governance (IG) policy
  • We will provide Project Management oversight, ensuring that delivery is on-time and on-budget
  • We offer flexible options for Training and On-going Support

New Case Filing Intelligence

Today, several services exist that publish feeds of Federal and State-level court docket and filing activity. But translating those details from theoretical opportunity into actionable intelligence can be challenging.

InOutsource’s innovative solution, built on a modern data analytics platform, enables intelligence-driven business development, creating new opportunities for law firms to win new business. To check out this fresh approach to managing new case intelligence and alerts, download the New Case Filing Intelligence Data Sheet, or watch a demo here.

DNA Labs

Working closely with clients, our Data & Analytics practice often designs and develops tailor made solutions, in many instances pushing technical boundaries and testing limits. We always welcome opportunities for new exploration and experimentation, treating these efforts as part of an initiative we call “DNA Labs.” For more information, download the datasheet here:


Data & Analytics Technology Partners

InOutsource has formed strategic partnerships with award-winning analytics providers: Qlik®, and Alteryx. Our legal industry focus and data and analytics expertise, combined with our partners innovative products differentiate InOutsource.


Through our partnership with Qlik, an analytics technology industry leader, InOutsource is transforming the way law firms approach their data. Qlik is data source agnostic and provides users with a blank slate. Qlik’s patented Associative engine allows users to freely explore their data, and ensures that no insight is left behind. Qlik’s unique platform approach allows InOutsource to address our clients full breadth of analytic needs, without comprising on data governance and security, making it a clear choice for law firms. Click here to try Qlik Sense

Qlik Sense Data Sheet

Qlik Sense Security White Paper

alteryx logo


Alteryx, a versatile platform for data science and machine learning, has differentiated their product in the marketplace by making predictive analytics accessible to users of all types and skillsets. Law firms striving to stay ahead of the competition must shift to a proactive approach to managing client relationships. Through our partnership with Alteryx, InOutsource empowers our law firm client’s to focus on their future.

InOutsource understands that data prep is not always straightforward. Dirty data and a growing number of data repositories, resulting from mergers and constant technology deployments, can make leveraging your data tricky. Using Alteryx data preparation tools, InOutsource can help you to transform your messy data, no matter how scattered it might be, enabling your analysts to spend more time analyzing.

Alteryx Data Sheet


To schedule a demonstration, or to learn more about our Data & Analytics service offering, please call (267) 299-6260, or email us at

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 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.


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

Project Management

InOutsource’s team of project managers bring efficiency to all software implementation and consulting engagements. Firm’s often suffer from projects lacking leadership, defined scope of work documentation, and little attention to project management. This results in projects that take longer to complete and cost more, both in billable hours and lost productivity.

With our legal industry focus, our team has the knowledge and expertise needed to assist in navigating common risks and the concerns and expectations of the firm’s project stakeholders.

InOutsource’s proven performance with law firms and software vendors gives us the insight needed to effectively manage resources while meeting the unique business practices of each organization. The InOutsource project teams utilize a variety of tools and strategies to ensure project milestones and objectives are met on time and to the satisfaction of our clients.

These strategies include:

  • Weekly project status meetings
  • Management of meeting agendas
  • Notes and action items
  • Regular project updates to firm stakeholders
  • Use of dedicated project management software tools

View some of our client testimonials to see how InOutsource exceeds expectations when completing complex projects.