Law Practice Management Asked and Answered Blog
Category: Offshore Outsourcing
Dec 16, 2009
Our firm is beginning to consider off-shore outsourcing. Our clients are asking about this as a service delivery option. Do you have suggestions?
Off-shore outsourcing is the new frontier. While there are opportunites and benefits that can result there are also pitfalls. Here are our thoughts:
- Do your homework. Proceed with caution and do extensive due dilligence.
- What are reasons, objectives, for such an arrangement?
- Do a search for potential vendors? Ask other law firms who they are using and what their experience has been?
- Obtain a certified photo of the vendor's premises.
- Insure that the vendor has appropriate data security in place at their premises.
- Insure that the vendor has third party audits conducted.
- Obtain vendor references.
- Verify vendors past history with clients.
- Review vendor contracts.
- Determine how money will be transferred.
- Check into liability issues and coverage with your malpractice insurance carrier and insure that the vendor has professional liability insurance.
- Check ethic rules.
- Look into client privilege issues.
- Research export control issues.
- Obtain client consent in writing.
- Start with a small pilot project and then initially on small projects at are not subject to export control rules.
Start slow with a small project and monitor results. Build up your initial experience.
John W. Olmstead, MBA, Ph.D, CMC