Document Management
Modernize document management to improve security, governance, client service, compliance, knowledge management, and AI.
Redesign and optimize how legal documents are managed to reduce risk and support cloud and AI initiatives.
- Assess current Document Management System (DMS) environments and define a strategy aligned to business and legal workflows.
- Prepare environments for cloud adoption, including implementation and migration planning.
- Strengthen security, governance, and records alignment to protect confidential information and meet compliance obligations.
- Improve visibility and manageability through reporting, integrations, and administrative workflows.
- Guide platform design, user adoption, and metadata strategy based on how legal teams work. Establish and refine ethical walls and retention frameworks to support risk management.
- Prepare systems and data structures for AI readiness and future innovation.
DMS Governance and Security
Define and implement governance, security, and records controls aligned with ethical walls, client requirements, and responsible AI access.
DMS Modernization With AI and Knowledge Management
Prepare document environments for AI by aligning content structure, metadata, search, security, and governance with knowledge initiatives.
DMS Workspace Design and Optimization
Redesign workspaces, folder structures, metadata, and workflows to improve usability, consistency, and findability.
DMS Adoption and Engagement
Engage legal professionals to understand how they work, validate DMS designs, reduce user friction, and support successful adoption.
DMS Training and Change Enablement
Develop communications, training, and support models to enable smooth DMS adoption and build user confidence.
DMS Special Projects
Provide experienced advisory and delivery support for complex DMS initiatives, including remediation, redesign, migrations, and operational improvement.
Intapp Walls Implementation and Upgrades
Implement, upgrade, and optimize Intapp Walls to strengthen ethical walls, confidentiality, and integrated DMS security.
iManage Security Policy Manager (SPM)
Implementation and Optimization
Strengthen policy-driven security, ethical wall enforcement, and compliance across iManage environments.
iManage Information Rights Management (IRM) and Information Data Management (IDM) Implementation and Optimization
Support electronic records, retention, information governance, data protection, and broader DMS modernization.
DMS Reporting, Utilities, and Operational Support
Support DMS administrators with reporting, integrations, troubleshooting, and platform improvement.
DMS Staff Augmentation
Provide experienced DMS professionals to support projects, migrations, upgrades, and operational demands.
DMS Law Firm Combinations
Support document platform integration by rationalizing systems, content, security, and governance to reduce risk and disruption.Why Epiq for Document Management
The team has over ten years of iManage experience.
Trusted partner to over half of the Am Law 100 and Magic Circle Firms.
Certified iManage, NetDocuments, and Microsoft consultants.
Vendor-neutral guidance tailored to each client’s needs.
Full-spectrum support for both
on-prem and cloud environments.
Proven methods, expert consultants, and a structured approach that prioritizes efficiency and client service.
Learn more about Document Management today.
Solution Brief
Ensure your document and knowledge systems meet current and future legal demands.
Download Solution Brief