Experience Management and
Firm Intelligence
Connect and streamline practice and experience data for powerful insights.
Transform experience data into measurable results with a structured roadmap that improves performance across business development, pricing, staffing, and firm leadership.
- Establish a trusted system of record for client, matter, and people experience data.
- Improve data quality and consistency to answer core questions about expertise, client history, and performance.
- Enable confident decisions across business development, pricing, and staffing with governed, usable data.
- Create a durable intelligence layer that supports informed leadership decisions and scalable operations.
Advisory and Implementation Services
- Define a vision, objectives, and roadmap for Foundation that supports revenue growth, client service delivery, and firm decision-making.
- Align Foundation implementation priorities with firm business goals and functional requirements.
- Balance strategic objectives with data, process, technical, and governance dependencies to support long-term success.
- Establish clear expectations for resources, adoption, ownership, and governance of Foundation.
- Design Foundation data models and workflows that integrate with broader firm processes, initiatives, and systems.
- Sequence phased releases that deliver measurable value while supporting sustainable adoption and growth.
- Assess underperforming Foundation implementations to identify technical, process, governance, and adoption challenges.
- Redesign Foundation data structures, workflows, and governance models to better support firm objectives and user needs.
- Improve data quality, consistency, and usability across practices and stakeholder groups.
- Reconfigure Foundation to align with how professionals capture, manage, and apply experience data.
- Increase adoption by removing barriers to engagement and embedding Foundation into day-to-day workflows.
- Realign Foundation with business priorities to improve utilization, operational efficiency, and long-term value.
- Assess Foundation data quality, completeness, consistency, and overall usability.
- Evaluate workflows, governance models, and system configuration against business requirements.
- Identify structural, process, and adoption gaps that limit the value of experience data.
- Benchmark the current Foundation implementation against leading practices and peer firms.
- Prioritize opportunities to improve data accuracy, usage, and business impact.
- Deliver a practical roadmap with actionable recommendations to extend the value of Foundation and experiential data.
- Advance Foundation reporting, workflows, data structures, and governance to address evolving business needs.
- Extend Foundation into new practice areas, stakeholder groups, and operational use cases.
- Improve data quality and usability to increase adoption and support more consistent decision-making.
- Strengthen integration with pricing, business development, analytics, and knowledge initiatives.
- Position Foundation to support firm intelligence and future AI capabilities.
- Identify and prioritize incremental improvements that increase utilization, business impact, and long-term value.
Why Epiq for Experience Management and Firm Intelligence
Through an exclusive partnership with Litera, Foundation Value Accelerator delivers a fully operational instance of Litera Foundation to mid-sized law firms within 12 weeks.
- Rapidly configure high-value use cases that demonstrate business impact and accelerate adoption.
- Deploy Foundation using a structured methodology that provides cost and scope control.
- Establish a scalable experience management platform that supports future growth and expanded use cases.
- Improve visibility into client history, matter experience, and firm expertise.
- Enable more informed business development, staffing, and resource allocation decisions.
- Deliver measurable outcomes through a proven implementation approach focused on business value rather than configuration complexity.
Extensive expertise and thought leadership in experience management recognized by industry leaders.
Extensive expertise and thought leadership in experience management recognized by industry leaders.A flexible methodology built on proven practices that adapts to each firm’s needs and avoids generic one-size-fits-all approaches.
A flexible methodology built on proven practices that adapts to each firm’s needs and avoids generic one-size-fits-all approaches.Brings together in-house law firm experience and specialized knowledge in data modernization and change leadership to deliver expert guidance and lasting impact.
Brings together in-house law firm experience and specialized knowledge in data modernisation and change leadership to deliver expert guidance and lasting impact.Experienced advisors who partner with clients to design multi-year roadmaps that deliver immediate value and measurable ROI.
Experienced advisors who partner with clients to design multi-year roadmaps that deliver immediate value and measurable ROI.Turn data into growth today.
White Paper
How Product Management Principles Maximize Experience Management Strategy
Law firms with the most successful experience management programs make a deliberate decision to move to a product management approach at the outset. Read this guide to learn more about this best practice.
