Insights

Paralegal outsourcing, explained properly.

Notes from the delivery floor for partners, practice managers and solo attorneys — what the ethics rules actually require, what the work really costs, and how to tell a serious provider from a broker with a website.

Litigation support • • 10 min read

Medical record review for attorneys: the five deliverables, and which ones to outsource

"Medical record review" covers five quite different deliverables, and firms routinely order the wrong one. What each is for, where outsourcing works, and the HIPAA question you have to answer before any records leave the building.

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Ethics & compliance • • 8 min read

Is it ethical to outsource paralegal work? What the ABA and the SRA actually require

Yes — and the rules have been settled for longer than most people assume. Here is what ABA Formal Opinion 08-451 and the SRA framework actually ask of you, and the five questions worth putting to any provider.

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Litigation support • • 9 min read

Deposition summary formats: which one to use and what a good summary contains

There are four formats in common use and most firms default to the wrong one. Here is what each is for, what every summary must contain regardless of format, and how to brief the work so it comes back usable.

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