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Epiq Workflow

Diagram showing legal workflow intake, automation, routing, and matter information connections

Centralise legal requests with automated workflows that triage, assign, and connect matter information with your existing legal technology. Streamline the intake of requests from the business with integrated forms to gain greater visibility into the legal department’s operational performance.

Intake requests with self-service forms that integrate with your legal technology and can be customized as required with little to no corporate IT resources.

Gather data on who the legal department interacts with and make informed decisions on the performance of the legal department.

Reduce manual work with automated compliance, business rule enforcement, and reporting.

Key Features

Workflow dashboard tiles showing legal department request categories and status information Workflow dashboard grid showing legal work requests, assignments, priorities, and status tracking

Increase Legal Department Efficiency and Manage Workflow

  • Provide centralised access to the legal department, including the real-time status of open work requests, creating a new dataset of legal department request volume.
  • Get legal work to the right practice and lawyer using logic-based automated rules and a dashboard to manage work queues, including assignment, prioritisation, and reassignment across lawyers.
  • Automate repeatable, low-risk, time-consuming work with self-service processes, including NDAs, answering commonly asked questions, and simple contract requests.

Reduce Pressure on Corporate IT Resources While Gaining an Experienced Partner

  • Integrate into legal and business systems with API integrations and customisations with minimal corporate IT support.
  • Create flexible workflows configured to your department’s needs without Corporate IT resources and additional technology implementation costs.
  • Grow your team’s expertise as they work with workflow and automation experts to design workflows, map processes, and implement analytics.
Workflow infographic showing legal and business workflow automation

Gather data on who the legal department interacts with and make informed decisions on the performance:

  • Request volume
  • Types of requests
  • Request cycle time
  • Sources of requests
  • Bottlenecks

Risk Management

  • Implement a standardised intake system that integrates into your existing technology, ensuring that you are capturing the correct information for compliance, business rule enforcement, and reporting.
  • Quickly see incoming requests from the business, increase communication, and ease of access to the legal department.
  • Formalise exception handling and escalation rules.

Differentiators

Fixed Subscription Rate

Pay a fixed subscription rate for the design, deployment, customisation, maintenance, and ongoing support of legal department workflows.
Ongoing support includes future enhancements to deployed processes, including data fields, process routing, designs, and additional integrations.

Flexible Deployment Options

Flexible deployment options for Workflow on Epiq Access or your company intranet.

Utilise Epiq Access for a single digital interface for reports, work requests, tech support requests, and secure single sign-on.

AI Integration

Integrate AI into your legal department by partnering with experts with 20 years of experience in workflow and automation solutions.

Custom Experience

Implement a custom experience, including a front door portal that can be branded to fit your company culture.
Company Improves ELM To Boost Efficiency

Company Improves ELM To Boost Efficiency, Security, and Technology Infrastructure Compliance

Epiq Workflow Solution Brief

 Streamline the intake of requests from the business with integrated forms to gain greater visibility into the legal department’s operational performance.

Common Use Cases

legal requests

Contact us regarding your Workflow Automation Strategy.