Average Ratings 0 Ratings

Total
ease
features
design
support

No User Reviews. Be the first to provide a review:

Write a Review

Average Ratings 0 Ratings

Total
ease
features
design
support

No User Reviews. Be the first to provide a review:

Write a Review

Description

Clients seek documents that are straightforward, succinct, and impactful. Our drafting tools, designed by lawyers specifically for their peers, help you save time and minimize expensive mistakes. While it’s clear that a robust workflow system is essential, understanding its importance doesn’t directly translate into creating or executing one. As a lawyer, your plate is already full with urgent matters and clients requiring your immediate focus, leaving little room for administrative tasks. BeyondCounsel offers a proven workflow system that guides your estate planning prospects from their first interaction with you, through all phases of their case, and culminates in file closure along with positive feedback and referrals. In the following sections, we will outline the steps of the workflow system we've designed to enhance your productivity and efficiently handle your estate planning cases, ensuring that you can focus more on your clients and less on operational hurdles. By implementing this system, you can expect to see improved client satisfaction and more streamlined processes.

Description

Epona365 is your comprehensive answer for managing documents and emails effectively. Built on the robust platforms of Microsoft 365 and SharePoint, it is specifically designed for the needs of legal professionals and in-house counsel. With Epona365, you can collaborate effortlessly and arrange vital information from virtually any device or location. This innovative solution consolidates your diverse data into a centralized hub that is easily accessible through Outlook or Teams. Ultimately, it enhances your daily processes for a smoother workflow, enabling you to leave behind disorder and embrace heightened productivity, while also empowering your team to work more cohesively and efficiently.

API Access

Has API

API Access

Has API

Screenshots View All

Screenshots View All

Integrations

Acadre
Aderant
D3
DocuShare
Harvest
LEX247
LeanLaw
Mailchimp
Microsoft 365
Microsoft SharePoint
Smartlockr
Templafy
Thomson Reuters CLEAR
Tungsten Capture
Uncover
Xero
Zivver
iManage
uniFLOW

Integrations

Acadre
Aderant
D3
DocuShare
Harvest
LEX247
LeanLaw
Mailchimp
Microsoft 365
Microsoft SharePoint
Smartlockr
Templafy
Thomson Reuters CLEAR
Tungsten Capture
Uncover
Xero
Zivver
iManage
uniFLOW

Pricing Details

$99 per month
Free Trial
Free Version

Pricing Details

No price information available.
Free Trial
Free Version

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Vendor Details

Company Name

Beyond Counsel

Country

United States

Website

beyondcounsel.io

Vendor Details

Company Name

Epona

Country

United States

Website

www.epona.com

Product Features

Legal Document Management

Access Controls
Archiving & Retention
Collaboration
Contract Management
Document Assembly
Document Indexing
Document Tagging
Full Text Search
Version Control

Product Features

Legal Document Management

Access Controls
Archiving & Retention
Collaboration
Contract Management
Document Assembly
Document Indexing
Document Tagging
Full Text Search
Version Control

Alternatives

Alternatives

Robin Reviews

Robin

Robin AI