InOutsource

Merger Readiness Consulting Services

Before a Merger

  • Testimonial:

    "InOutsource has worked with us in a collaborative partnership to help implement best practices based on their experience. InOutsource is a company with legal-specific experience, a vendor-neutral approach to software and good law firm references. lnOutsource improved our policies and procedures from a risk management perspective while being professional, cost effective, and efficient... we recommend them highly to other law firms."

    - Large Mid-Atlantic Law Firm

Before a Merger

To ready your firm for a merger, our experts can be on hand to strengthen your infrastructure to support a growth initiative. We will: 

  • Audit your current systems and processes for performing conflicts due diligence
  • Establish standards and procedures for new matter intake and conflicts identification and resolution, including:
    • Implementation of processes and technology to close inactive matters
    • Review conflicts database to ensure it contains adequate information about current and closed matters
    • Analyze lateral attorney work history to determine if potential merger client matters present a business or ethical conflict
    • Evaluate and clean up data in conflicts database to streamline conflicts identification, reporting and resolution
    • Ensure the firm has an infrastructure to implement ethical and business screens to comply with waivers and to protect sensitive or confidential information.
  • Create a plan to confidentially perform conflict due diligence and analysis
  • Evaluate and train staff who will be working on merger due diligence processes

 

Continue to During a Merger