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What is Epona365?

Epona365 serves as an all-encompassing solution for the effective management of documents and emails. It leverages the powerful capabilities of Microsoft 365 and SharePoint, catering specifically to the unique requirements of legal professionals and corporate counsel. With Epona365, users can collaborate seamlessly and organize essential information from virtually any device, no matter the location. This cutting-edge platform brings together a variety of data into a centralized hub that is readily available through Outlook or Teams. As a result, it streamlines daily operations, promoting a more efficient workflow that allows you to move past chaos and embrace increased productivity. Furthermore, it equips your team to work together more harmoniously and effectively, fostering a culture of collaboration that can significantly enhance overall performance.

What is Beyond Counsel?

Clients look for documents that are both straightforward and impactful. Our drafting solutions, designed by legal experts for fellow attorneys, aim to save you precious time while reducing the risk of expensive errors. Recognizing the importance of an efficient workflow is essential, yet that knowledge alone does not prepare you to implement one effectively. As a legal professional, you already face the challenge of balancing administrative responsibilities with pressing client demands. BeyondCounsel’s effective workflow system leads your estate planning clients from their initial interaction with you through each phase of their cases, ultimately ensuring a seamless closure of their files while fostering positive reviews and referrals. In the upcoming sections, we will detail the steps involved in our workflow system, which is crafted to boost your productivity and streamline the management of your estate planning cases. This methodology not only simplifies your processes but also enhances the connections you build with your clients, paving the way for future interactions. By adopting this structured approach, you can ensure a more efficient practice and increase client satisfaction.

Media

Media

Integrations Supported

Acadre
Azavista
BigHand Dictation and Speech Recognition
Clio
D3
DocuShare
Exact
Harvest
LEX247
Microsoft 365
Microsoft Outlook
Microsoft Teams
NetDocuments
Salesforce
Templafy
Tungsten Capture
Uncover
Xero
iManage

Integrations Supported

API Availability

API Availability

Pricing Information

Pricing not provided

Pricing Information

$99 per month

Supported Platforms

Windows

Supported Platforms

Windows

Customer Service / Support

Web-Based Support

Customer Service / Support

Standard Support
Web-Based Support

Training Options

Documentation Hub
Online Training

Training Options

Documentation Hub
On-Site Training

Company Facts

Organization Name

Epona

Company Location

United States

Company Website

www.epona.com

Company Facts

Organization Name

Beyond Counsel

Company Location

United States

Company Website

beyondcounsel.io

Categories and Features

Categories and Features

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