Epona365

Epona365 configures a customer's own Microsoft 365 and SharePoint tenant for content management across Workspaces, Projects, Matters, Departments, or Categories, providing native integration with Microsoft 365 for law firms and corporate legal departments.

Key features and functions include:

Document and Email Management
Documents and emails can be created, edited, stored, filed, and located across devices, with automated document classification, metadata-based filing methods, and emails filed into the appropriate workspace.

Powerful Search
Built-in Microsoft search covers metadata and text content, supported by custom metadata fields, top-level search with category refiners, advanced search using organization-specific properties, and AI-powered smart search.

Contract Lifecycle Management
Contract dashboards display expiration dates, values, and owners through Power BI, with document workflows built in Power Automate and intake and self-service request forms available through Microsoft Forms and Power Apps.

Microsoft Teams Integration
Workspaces, projects, and matters can be provisioned as Teams with direct content access, Teams Connect Shared Channels support external collaboration, and project tasks are managed through Microsoft Planner.

Workflow and Practice Management Integration
Automated task generation and integrations with practice management and CRM systems support case and matter workflows.

Data Security and Compliance
Content remains within the customer's SharePoint environment, protected by Microsoft security, compliance, and Purview controls.