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 is able to envision the future trajectory of legal industry trends, foresee what law firms will need in order to stay ahead of the curve, and effectively communicate these circumstances and solutions to our clients. With years of experience working hand-in-hand with firms of all sizes, locations, and personalities, Nancy draws upon her expert perspective to champion best practices solutions tailored to each client’s particular needs.
In 2002, Nancy founded InOutsource in direct response to law firms’ need for in-depth records management and information governance consulting. No matter how much conditions change in the legal industry over the years, Nancy’s forward thinking allows InOutsource to continuously grow and adapt in service of clients’ evolving needs. She leads our team in ensuring that law firms have the necessary policies, processes, procedures, and technical solutions in place in order to provide the highest-quality service to their own clients. Nancy employs top talent and mentors InOutsource team members across our solutions offerings, designing project teams with the strongest possible combination of complementary skills in order to ensure timely, effective, and high-satisfaction results.
With more than 20 years of experience working with law firms, Nancy is a force to be reckoned with in the legal consulting sphere. Prior to launching InOutsource, she honed her document and information system expertise through various sales and management positions that provided products and services to the legal industry. Nancy 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 B.S. degree from Northeastern University, Nancy 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 15 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 oversees all of InOutsource’s IGS implementations and supports each Project Manager to ensure that every client meets their business goals. David brings over 5 years of Information Governance consulting and records management system implementation project management experience to the InOutsource team. David has experience working with ARM, LegalKEY, and other legacy records platforms and uses that experience to direct his team on the best approach for each client.
David is particularly interested in 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.
David holds a B.A. from Saint Joseph’s University.
Data & Analytics Consultant
Zach develops custom analytics solutions that enable law firms to make data-driven decisions.
Zach supports law firm clients as a developer on business intelligence platform implementations. He designs data models, builds ETL processes, and provides technical support for our law firm clients who have adopted business intelligence technology. Zach specializes in Qlik and Sisense system administration. He works collaboratively to ensure that each client’s custom needs are met during implementation.
Previously, Zach has worked at InOutsource as a database developer, supporting FileTrail and Intapp Open implementations. This prior experience gives him a strong foundation and knowledge of common law firm technology solutions.
Zach holds a B.S. in Business Administration with a concentration in Information Systems from the University of North Carolina Wilmington.
Cost Containment Analyst
Jed assists law firm clients in renegotiating and managing offsite storage contracts with third-party vendors, enabling firms to enact final disposition projects in compliance with retention guidelines in more cost-effective ways.
As a former records manager at a large national law firm, Jed is able to integrate his information governance experience into cost containment strategies. Jed has worked with law firm clients on a variety of IG initiatives, including managing large scale transfers of materials between multiple vendors for national firms.
Jed has a B.A. from the University of Wisconsin and holds a master’s degree from Temple University.
Aaron plays an active role in the design, development, and implementation process of Intapp Open.
He specializes in software design and front-end development for new matter intake and conflicts. Aaron helps firms capitalize on their technology investments by tailoring workflows to their needs, and his training as an attorney gives him legal-specific insight into best practices solutions.
Aaron holds a B.A. from the University of Arizona, and is a graduate of Villanova University School of Law.
Data & Analytics Project Manager
Alicia provides project management support to our Data & Analytics projects.
As a result of her formal Qlik training, Alicia is able to guide your project with UI development and data visualization best practices in the forefront. In addition to day-to-day tasks, she collaborates with a team of technical resources to meet the needs of our client specifications, creating custom visualizations and intuitive interfaces. Alicia’s financial background also gives her a unique perspective into empowering firms to make data-driven-decisions. Previously, Alicia managed billing on a company-wide basis at InOutsource.
Alicia has earned an M.A. from Southern New Hampshire University.
SYSTEMS INTEGRATION SPECIALIST
Frank offers a wealth of expertise to law firms pursuing technology projects such as new business intake, conflicts of interest, and information governance software implementations.
He has managed large data translation projects for Aderant, Elite Enterprise, and Elite 3E, and integrated core applications to ensure that data is propagated cleanly and efficiently. With a background in web development, SQL, SSIS, SSRS reporting, and Intapp Integration Builder, Frank focuses on data integrity and offers a range of methods to clean up existing data stores.
Frank’s expertise comes from a variety of positions held throughout the past 25 years in 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.
He graduated from Pennsylvania State University with a degree in Accounting.
Information Governance Implementation Manager
Tim Clauss has over 12 years of highly technical experience implementing and enhancing Information Governance Programs in Law Firms. Tim has been the project and technical lead on hundreds of records and conflicts system projects, including new software implementations, data migrations, system upgrades, and firm mergers. Tim has the capability to dive deeply into system data, and explain the results to non-technical system users.
A native and current resident of St. Louis, Missouri, Tim has a Master’s Degree in Business Administration from the University of Missouri – Columbia. Tim has more than 20 years of experience analyzing, developing and implementing software applications for such companies as the Kentucky Department of Public Health, CSC, Department of Defense, Thompson Coburn, W Venture, and Revolution Software.
Tim has a Master’s Degree in Business Administration from the University of Missouri – Columbia.
Product Delivery Manager
Alisha provides project management and information governance consulting for all product lines. Additionally she leads the Project Management Office to develop and implement processes and policies, direct project staff, and collaboratively create functional strategies within and across departments and roles at InOutsource. In tandem with executive management, her primary responsibility is to ensure that company standards are clearly defined, communicated, and executed throughout the lifecycle of all projects.
She holds an M.Ed. from Widener University.
Director of Finance and Administration
Alyse supervises all finance, human resources and administrative responsibilities. She is also responsible for planning, coordinating, and supporting daily operational functions as well as ensuring InOutsource’s business lines receive the support necessary to meet the needs of every client.
With over 25 years of experience working with professional service companies, Alyse has helped business owners achieve their financial goals and better understand their business models. Starting her career at Ernst & Young LLP, she has worked with a wide range of small, mid-sized and multinational companies to identify best practices and expand their impact.
Alyse has her B.S. degree in Accounting and Business Management from the State University of New York at Albany and is a Certified Public Accountant in Pennsylvania and New York.
Chris focuses on project management, consulting support, and process design for conflicts and new business intake.
He connects clients’ problems with InOutsource solutions in order to drive new business intake and conflicts projects forward. In addition to supporting initial implementations, Chris provides consistent support throughout a variety of initiatives for the life of the client engagement. He expertly negotiates the bridge between law firm staffers and technical resources, ensuring clear communication and issue resolution for mutually beneficial outcomes.
For the better part of a decade, Chris worked in new business intake, conflicts of interest due diligence, and conflicts resolution with one of the top international law firms. His firsthand knowledge of the process and its intricacies brings an added layer of legal-specific expertise that is invaluable to our clients.
Chris holds a B.S. from the Art Institute of Philadelphia.
Adrienne M. Girone, IGP
Information Governance Project Manager
Adrienne works with law firms on a variety of information governance projects and cost containment initiatives.
Adrienne supports initial benchmarking assessments for firms seeking to improve their information governance programs, and provides ongoing support to long-term clients. She also assists firms in renegotiating and managing their offsite vendor contracts and relationships, in the interest of enabling cost-effective compliance with retention guidelines.
She has a strong background in qualitative and quantitative research, including survey methodology. She utilizes this skill set to collect and analyze data, identify trends, and pinpoint areas for improvement in clients’ information governance programs.
Adrienne earned an M.A. from Vanderbilt University. She is also a certified Information Governance Professional (IGP).
Senior Risk Management Consultant
Rabiya advises law firm clients in the development and implementation of new and improved risk management practices and policies.
Her areas of expertise include implementing workflows for new business intake, confidentiality screens, client-issued guidelines, lateral partner onboarding, and contract attorney hires. She also specializes in risk and compliance training for attorneys and staff. She excels at conducting analyses of a broad range of legal administrative processes and leading projects to streamline said processes and mitigate risk.
Rabiya has 20 years of experience in law firm risk management, from positions held at both national and international law firms. At her most recent positions prior to joining InOutsource, she worked under the oversight of the general counsel and managed litigation docketing, conflicts, new business intake, and information governance functions on a firmwide basis.
Data & Analytics Consultant
Kel develops and implements custom analytics solutions that enable law firms to make data- driven decisions.
Kel supports our law firm clients as a developer on business intelligence and analytics platform implementations. Specializing in Qlik and Alteryx design, his focus is creating data models and dashboards to ensure that each client’s custom needs are met during implementation. In addition, he also develops and maintains relationships with current and former clients.
Kel holds a Bachelor’s degree in Communication Studies, with a focus in Marketing and a Minor in Entrepreneurship, from the University of North Carolina Wilmington.
Systems Integration Specialist
Harley is an invaluable resource to our law firm technology implementation teams.
His work focuses on migrating data from multiple systems and creating permanent processes to synchronize the data efficiently. Harley works in tandem with clients to develop custom solutions for complex data integrations.
With over 20 years of professional IT experience, Harley has a wide array of technical knowledge across multiple business areas. His seven years of programming and four years of management experience for a large Philadelphia-based firm allow him to contribute extensive industry knowledge in intake, conflicts, Intellectual Property, and information management. Harley’s technical background includes proficiency with various programming languages as well as SharePoint, SQL, and Intapp Integrate.
Lauren manages the Accounts Receivable department and handles invoicing for all of our projects. She coordinates with our project managers to ensure accurate and timely invoicing for our clients. Working closely with our Director of Finance and Administration, Lauren also supports internal reporting and reconciliation.
Lauren received a B.A. from Bryn Mawr College.
Information Governance Configuration Manager
Conor leverages his experience with legacy record systems and his expertise with modern systems to guide clients through the configuration of their unique environment. He provides each client with best practice recommendations that will support the firm’s business and security goals. Conor brings the voice of a true practitioner to each of his client engagements.
In addition to implementing IG systems, Conor has also been imbedded in records departments and responsible for assisting firms with large scale disposition review projects and offices moves. He has worked with support staff, attorneys, and firm vendors to enhance workflow efficiency and allocate resources.
Conor holds a B.A. from Rutgers University.
Information Governance Project Manager
Kyle provides project management and information governance consulting to our law firm clients.
He manages technical resources and facilitates communication throughout the implementation process, ensuring a smooth transition to a new records management solution. Kyle advocates for his clients while identifying and resolving issues, tailoring solutions to fit each firm’s unique data and policy requirements. He also frequently serves as a product specialist during new business outreach.
Previously, Kyle worked in market research and consulting, where he focused on legal, financial, healthcare, and consumer studies. This technical background along with his analytical aptitude provided Kyle with a strong foundation for his current role.
Kyle holds a B.S. from Saint Joseph’s University.
Data and Analytics Consultant
Anton provides custom solutions using data analytics tools, at the organizational level, that improve data accuracy, streamline processes, and sustain a level of future proofing.
Specializing in Qlik, Business Objects, SQL, and ETL processes, he collaborates with InOutsource team members to develop solutions directly relevant to law firm customer scenarios and deliver insights critical to driving success.
His extensive law firm experience within Finance/Accounting and IT departments provides vast knowledge of best practices within the industry. His previous accomplishments include conversion and development of numerous custom Financial Reports, Administering BI system, developing Firm’s Financial Warehouse and Financial Dashboard.
Anton holds a degree in Bachelor of Science/Operations Information Systems Management from Pennsylvania State University.
Senior Solutions Architect
Ted assists law firm clients in undertaking new business intake and information governance projects.
Ted supports Intapp Open implementations by developing process documentation, testing data migrations and software components, and providing project management oversight. He has worked to implement a variety of policy, procedural, and technology initiatives related to new business intake, conflicts, and records management. In addition, he plays an active role in the design, development, and implementation process, in collaboration with other InOutsource colleagues.
Previously, Ted 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. This industry expertise and hands-on background in change management during technology adoptions makes him an important asset for our law firm clients.
Information Governance Specialist
Adam provides information governance support for clients at an AmLaw 200 firm in Kansas City, MO. He assists in the management of client records, and is part of a long-term project transition from physical records systems to electronic information management.
Prior to joining InOutsource, Adam worked as an information management consultant for an IT consulting company. He helped oversee the cataloging and digitization of historical documents into multiple information systems. Additionally, he was responsible for curating thousands of historic artifacts and preserving them to ensure their longevity. They included working with the United States Marine Corps in South Carolina and the U.S. Fish & Wildlife Service in Minnesota. Relating to information management, he is experienced in different professional sectors including the military, federal agencies, museums, universities, and in the aerospace industry.
Adam graduated from the University of North Texas with a Master’s in Information Science, and a focus in Archival Studies and Digital Imaging. He graduated from the University of Kansas with a Bachelor’s in History and Business.
Jon primarily serves as a front-end developer on Intapp Open implementation projects.
Jon translates law firms’ conflicts and intake processes and ideas into newly customized workflows and forms. His ability to quickly diagnose issues and come up with creative solutions is key in providing deployment support for our clients.
Jon has several years of on-site law firm experience, embedded in records management departments. This prior experience and hands-on exposure to law firm information management gives him a depth of understanding when it comes to legal-specific processes and systems.
Dominick works on Intapp Open implementation projects as a front-end developer, enabling successful, workable deployments for our clients.
He customizes conflicts and intake forms to suit clients’ particular procedures. Dominick’s focus on software design and development of new matter intake and conflicts solutions is an integral part of realizing clients’ implementation goals.
Previously, Dominick has worked in law firms, giving him firsthand knowledge of the legal industry to draw upon in his current capacity. These experiences included development of records and information governance operations, office moves and consolidations, and retention policy implementation.
Dominick holds a B.A. in Criminal Justice from Temple University.
Chris focuses on implementing Intapp Open solutions for law firm clients.
His prior experience includes working in highly-regulated environments of the public and nonprofit sectors, including designing, implementing, and maintaining digital recordkeeping solutions. This gives Chris a unique expertise in reporting and monitoring compliance matters.
Chris holds a Master’s in Public Administration.
Data Analytics Practice Leader
Jeff Pierantozzi, CRM, PMP, has over 20 years of experience as a data analytics professional and management consultant, focusing on solving complex problems through intelligent application of technology. He combines the ability to develop and implement policy and governance at an enterprise level with a detailed understanding of technology, enabling clients to build successful enterprise data management and analytics programs. Jeff is adept at all aspects of data analytics, from data quality, governance and stewardship, to designing and building operational analytics solutions to meet enterprise analytics and reporting solutions. Specific projects have included managing data capture and analysis in support of expert testimony for one of the largest Ponzi schemes in history, and managing collection and compilation of historical records for one of the largest utility companies in the United States.
Previously, Jeff has held various roles at large management consulting firms providing information governance, data analytics, and software development services to Fortune 500 companies in various industries including energy, transportation, media, and hospitality.
Jeff speaks regularly on various topics at local and national professional organization conferences (ARMA, AIIM), and has published several articles on various information governance topics. He also serves as an adjunct professor of software engineering at Rowan University.
Jeff has a B.S. in Computer Science from Drexel University.
INTEGRATION AND DEVELOPMENT SPECIALIST
Jonas provides technical expertise in data migration, software development and installation, and data integrity.
He develops, maintains, and integrates a variety of standard and non-standard law-specific software applications within finance, business intake, auditing, internal processing, and conflicts systems. His skillsets include .Net programming, SQL, SSIS, and SSRS reporting.
In 2007, Jonas began working in the world of law software applications. He has years of previous experience as a software developer of document management and process modeling systems.
Jonas graduated from Chalmers University of Technology with a Master’s degree in Computer Science and Engineering.
Client Success Specialist
Jeannine is a key player in establishing and maintaining strong client relationships.
She supports marketing and business development initiatives for the overall satisfaction of both the company and our clients. Jeannine also provides administrative support to multiple departments, ensuring that InOutsource’s business lines are operating at the highest capacity in order to provide our clients with top-quality service.
Her prior experience includes helping law firm clients reduce expenses while achieving their records management goals. She has also assisted law firms with the creation and maintenance of electronic records.
Jeannine holds an M.A. from Temple University.
Development and Technology Manager
Matt currently leads InOutsource’s Intapp Open implementations, providing project management and development oversight.
He works directly with clients to develop policies and procedures to effectively manage information. Such developments reduce risk exposure, while maximizing the capabilities of their business and information governance software systems.
Matt has worked with law firms to implement a variety of business intake, conflicts, document management, and records management systems. This work included providing support for resolution of software data integrity issues, and providing training to law firm staff. His background as both a conflicts analyst and information governance specialist empowers him to deliver best-practice solutions informed by real-world law firm experience.
Aaron focuses on the design of new matter intake and conflicts solutions to meet the needs of InOutsource’s law firm clients.
Aaron provides consistent support throughout the life of the client relationship, starting with initial implementations. As an attorney himself, Aaron is equipped to handle process design with the end user in mind.
Aaron has prior experience working in diverse legal environments from law firms and pro bono advocacy, to solo practice. This gives him a unique ability to understand the needs specific to law firms, as well as modern legal industry trends.
Aaron is a graduate of Villanova University School of Law.
Director of Business Development
Tom has more than 30 years of experience in delivering technology solutions to law firms, with expertise in improving business processes and workflow efficiencies across a wide range of areas including document management. He prides himself on being organized and gathering the right people to the table to find the best solutions for any firm issue.
Tom’s background includes supporting over 200 law firms with document scanning workflows, cost recovery and PDF solutions. He also has worked with many firms supporting document outsourcing and managed services, where he served in various positions including operations, pre sales analyst and business development roles.
Tom has been an active member of the Association for Legal Administrators (ALA), on the national, region and local levels serving in several roles including executive director of the Philadelphia chapter for four years. He has also regularly participated in ILTA events including regional seminars and international conferences. In his spare time Tom volunteers for many social justice organizations.
Alethea Thomas, CRA
Information Governance Supervisor
Alethea provides support in the creation and implementation of information governance initiatives, policies, and procedures.
As part of a long-term onsite project with an AmLaw200 firm, Alethea oversees an information governance management team. In this role, she aids the firm in the transition from physical records systems to electronic information management practices.
Alethea brings extensive onsite law firm experience to her leadership role. In particular, her years of expertise managing Intellectual Property Records for an AmLaw200 firm make her a true asset for our clients.
Alethea graduated from Emporia State University with a Master’s in Library and Information Science.
Systems Integration Specialist
As part of the Intapp Open technical team, Antwan works on various stages of the data implementation and migration process.
Antwan designs, develops and delivers enterprise solutions using a variety of technologies to meet and exceed customer expectations. He provides insight during the technical planning and integration phases of projects, implementing solutions that increase business productivity. Antwan ensures that best practices are being used and solutions are being implemented in harmony with the customer’s requirements.
Antwan has over 10 years of experience in the legal industry as Application Development Manager for a large Philadelphia-based law firm, as well as over 15 years of experience in the technology industry. His experience delivering complex enterprise deployments to both legal and technical audience makes him an invaluable resource to our clients.
John provides project management, consulting, and process design support for pricing, conflicts, and new business intake.
John applies his experience as an attorney and project management skills to help clients address a range of challenges. He assists initial implementations and provides support throughout each project’s lifecycle. He is skilled at communicating across all levels and constituencies within a firm and understanding their needs.
Prior to joining InOutsource, John practiced law for several years, primarily in the litigation department of a large Philadelphia-based law firm. He also served as in-house counsel for a local company on both litigation and transactional matters. His diverse experiences as an attorney give him a keen understanding of law firms’ business imperatives, as well as the pressure points they encounter in different departments and practice areas.
John is a cum laude graduate of Temple University Beasley School of Law, where he was a staff member of the Temple Law Review. He is also a Certified Associate in Project Management (CAPM).
Aaron drives strategic relationships with enterprise law firm decision-makers.
As part of this process, Aaron collaborates with customers to provide analytic technology solutions that enable growth and operational efficiencies. He looks to address firms’ needs by identifying uncovered hidden patterns, unknown correlations, market trends, and other useful information that can help organizations make more informed business decisions with data.
Aaron has a B.A. from University of North Carolina Wilmington.
Information Governance Configuration Manager
Daniel provides configuration management and information governance consulting to our records management system implementations.
His knowledge of legacy records management databases and legal industry standards enable him to configure vendor software to meet clients’ expectations effectively. He also supports the data migration team for conversion and integrity best practices.
Previously, Daniel supported multiple law firms in transitioning their records management software solutions. He is experienced in guiding attorneys and support staff throughout the technology adoption process, and skillfully leads user training during such transitions. He has also been instrumental in implementing paper-lite initiatives, policies, and processes within law firms.
Daniel holds a B.A. from Rutgers University and a post-baccalaureate certificate from Villanova University.
Information Governance Project Analyst
Zack supports information governance initiatives for an AmLaw 200 firm, facilitating project workflow and implementation.
Zack is currently the project lead of a team focused on enhancing the technical transition for lateral attorney on-boarding. He has also aided in the policy and procedural development of a client and attorney off-boarding initiative, which involves interdepartmental collaboration and execution. Zack’s unique ability to construct tailored solutions allows him to function as a successful intermediary for information governance across firm hierarchies.
Previously, Zack spent several years working in information technology, where he led a team of dedicated service technicians. This time and experience laid the cornerstone for much of his current work.
Senior Risk Management Consultant
Max leads law firms in assessing and enhancing their conflicts, new business intake, and information governance programs and processes.
He provides guidance to clients whose information governance and conflicts programs are in varying states of maturity. He works hand-in-hand with firm stakeholders to implement solutions aligned with industry best practices, while simultaneously accommodating each client’s particular requirements.
Prior to joining InOutsource, Max served as deputy general counsel of Foley & Lardner LLP. In this capacity, he advised senior management, administrative departments, and staff on matters of risk, professional responsibility, ethics, data security strategy, and compliance. In addition, Max directed the administrative operations of Foley’s conflicts and new business intake function, re-engineering the department’s policies, processes, and staffing model. He also spent years as a practicing lawyer, both in private practice and for the U.S. Government.
Max graduated from The George Washington University School of Law.
Information Governance Analyst
Vincent directly helps law firm clients with their growing information governance needs.
As part of an information governance team supporting an AmLaw 200 firm, Vincent facilitates client and attorney transfers. In this role he is also responsible for change management of the transition to digital records, as well as data loss prevention.
Prior to InOutsource, Vincent was responsible for electronic record compliance in the tax services industry. His expertise now enables legal professionals to have their records and information effectively managed from within.
Vincent holds an B.A. from the University of Missouri.
Business Development Lead
John builds relationships with key law firm decision-makers in order to identify and address firms’ needs in the areas of information governance and records management.
Currently, he assists large law firms in evaluating FileTrail as a replacement records management solution, ensuring that firms’ needs are met at all levels. As part of this process, John identifies additional information management challenges that firms are facing. In response to potential and existing clients’ particular objectives, he facilitates connections to relevant experts across InOutsource’s service lines, ensuring that firms have access to the resources necessary to sustain robust information governance programs.
His experience includes placement within law firm records departments, offsite storage contract renegotiations, and records management process improvements. He has also worked on marketing initiatives, hosted educational webinars, and led ILTA product demonstrations.
John has a B.A. from Arcadia University.