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 designs business processes to maximize efficiency and documents compliance efforts in regards to information governance.
He has implemented a variety of legacy records managements systems, and currently oversees InOutsource’s FileTrail implementation team. In this role, he manages projects and communicates the development roadmap with the vendor team.
He is an expert in retention for physical and electronic files. He has managed large-scale final disposition projects for law firms and guided paper-reduction initiatives as part of office space consolidations and moves. David also has expertise in creating custom-tailored software training documentation and leading training sessions for law firm staff members.
David holds a B.A. from Saint Joseph’s University.
Director of Business Intelligence and Analytics
Megan empowers law firms to recognize the full potential of their data.
Megan assists firms in designing an enterprise data strategy. She provides data landscape assessments, collaborates with clients to create custom data roadmaps, and guides firms through the technology selection and implementation process. Megan utilizes progressive analytics technology solutions to enable law firms to improve operational efficiency and drive new growth.
Her years of experience in the legal industry combined with her background in data analytics enable her to provide unique, strategic guidance to firms no matter the maturity of their current data program. With a strong knowledge of law firm operations, she is able to articulate and develop cutting-edge use cases for analytics in the legal sphere.
Megan holds an M.S. in Business Intelligence and Analytics from Saint Joseph’s University.
Business Intelligence Analyst
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.
Information Governance Consultant
Jed leads information governance policy and procedure development, benchmarking assessments, records management solutions implementations, and cost containment initiatives.
In addition to spearheading new engagements, Jed navigates the day-to-day issues that arise on the information governance roadmap for several of our longest-standing clients. He also remotely oversees the IG department at the main office of an AmLaw 200 firm.
Having previously served as Records Manager for a large national law firm, Jed possesses extensive firsthand experience with information governance and project management within the legal industry.
Jed graduated with an M.S. 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.
Alicia manages billing on a company-wide basis and performs a wide range of administrative functions.
She ensures the accurate and timely preparation of client bills. She handles many of the day-to-day administrative duties for both the Philadelphia and Wilmington offices. In addition, Alicia utilizes her background in event planning to organize company events and coordinate staff activities.
Alicia has a B.A. from Rowan 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 brings a wealth of industry experience and data wizardry to InOutsource. He skillfully oversees client software conversions, recommends best practice features for vendor product development, and provides mentorship to the FileTrail implementation team.
With more than 20 years of experience, 12 specific to the legal industry, Tim has served as the project lead and technical analyst on hundreds of records and conflicts system projects. Previously, he worked for the Kentucky Department of Public Health, CSC, the 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.
Information Governance Project Manager
Alisha is responsible for shepherding your project by ensuring plans are kept, deadlines are met, and teams are working effectively and efficiently.
She builds lasting partnerships with law firms, addressing their information governance needs through policy, procedure, and technology. Her keen understanding of legal concepts and processes, comfort with robust data, and effective communication skills enable her to advocate for her clients’ needs. Alisha also contributes to policy and procedure consulting to several of InOutsource’s longstanding clients, and she frequently assists as a product specialist for prospective client outreach.
Previously, Alisha worked with postsecondary institutions on federal, state, and local compliance and regulatory matters.
She holds an M.Ed. from Widener University.
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
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.
Karen supervises all administrative services, including finance and human resources. She is also responsible for planning, coordinating, and supporting daily operational functions.
She has been with InOutsource since the company’s inception in 2002.
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.
Michael builds software components and provides reporting solutions for an array of law firm technology implementations.
Currently, his focus is implementing Intapp Open for law firm clients. Michael is motivated to deliver well-designed user experiences backed by high-performance, maintainable code.
Through Michael’s prior background in the wealth management industry, he gained significant experience in areas such as relational databases, .NET Framework, and web development. This expertise and skill set have shaped his perspective to be well-suited to the technical aspects of conversions and support issues for law firm technology implementations.
Business Development Analyst
Kel builds awareness about InOutsource’s unique capabilities among prospective clients.
He utilizes efficient marketing techniques to identify opportunities for campaigns, services, and distribution channels that help circulate prominent product developments. In addition to new business outreach, 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.
Information Governance Configuration Manager
Conor provides configuration management and information governance consulting to our FileTrail implementations.
He works with law firms to implement records management software, recommend retention best practices, and execute successful disposition initiatives. He leverages his experience with legacy records systems and his expertise with FileTrail to guide clients through the configuration of their unique environment.
In addition to his current work with FileTrail, Conor has also been embedded in law firm records departments and has assisted with both large-scale disposition review projects and office moves. He has worked with support staff, attorneys, and law 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 FileTrail 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.
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.
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 and is pursuing a certificate as a Certified Associate in Project Management with PMI.
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.
Information Governance Specialist
Shannon provides information governance analysis and project management to our law firm clients.
Onsite as part of a long-term project with an AmLaw 200 firm, Shannon is leading an information governance initiative to implement a digital client file. She recently completed a cross-departmental project to develop a comprehensive set of policies and procedures for off-boarding attorneys.
Shannon’s previous work in the highly-regulated utility industry gives her invaluable insight into the rigorous demands of compliance. With nearly 10 years of information governance experience, including content and imaging administration, data architecture, as well as retention schedule creation and implementation, Shannon is an excellent resource for our clients.
Business Intelligence and Analytics Consultant
Elizabeth develops custom analytics solutions that enable law firms to make data-driven decisions.
She supports law firm clients as solutions architect and senior developer on business intelligence platform implementations. Leveraging her experience and Qlik expertise, Elizabeth integrates disparate data sources and designs beautiful, intuitive interfaces for law firms. In addition to day-to-day development tasks, she oversees data modeling from a high-level perspective, manages technical resources, and collaborates with team members to tailor common law firm uses cases to meet specific client requirements.
Elizabeth has several years of consulting experience in the data analytics field, supporting both the corporate insurance and legal industries. She is a highly skilled Qlik developer and holds the Data Architect and Business Analyst certifications for Qlik Sense.
Elizabeth studied Electrical Engineering at Drexel University.
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.
Haidee assists our law firm clients with conflicts and intake implementation projects.
She supports law firms with process assessments, software component design, and software development, while maintaining client relationships and expectations through skilled project management oversight. In addition, Haidee leads InOutsource’s training initiative for clients, providing valuable knowledge transfer and acclimating clients to improved systems for conflicts of interest and new client analysis.
Having worked previously in prominent Philadelphia law firms in these areas, Haidee has a strong subject-matter expertise in conflicts of interest and new business intake analytics and procedures. This allows her to provide informed guidance to her clients, ensuring their solutions are in accordance with best practices while accommodating for firms’ particular needs.
Haidee has a B.A. from Rider University, with a concentration in Legal Studies.
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.
Alec works with law firms on implementation projects related to conflicts and new matter intake.
A lawyer by training, Alec was previously a senior researcher in the conflicts department of an Am 100 law firm during the firm’s transition to Intapp Open. As a result of that experience, he has both a deep knowledge of the conflicts function in large law firms and a practical appreciation for the impact of software implementation projects on firm personnel.
Alec graduated, magna cum laude, from Temple University’s Beasley School of Law, where he was an editor of the Temple Law Review.
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.
Information Governance Coordinator
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.
Information Governance Configuration Manager
Daniel provides configuration management and information governance consulting to our FileTrail 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 Specialist
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 Specialist
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.