Epona365

Epona365: Document Management System software

Empowers Legal Intelligence in Microsoft 365

DL Score 59 · Rising Star
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Document Management SystemLegal AIKnowledge Base

Epona365 is a document and email management system built on Microsoft 365 and SharePoint, designed for law firms and corporate legal teams. ⁣‍‌​​⁠‌‍‍‍⁠⁠‍‌‌​‍⁣It brings legal functionality directly into Outlook, Word, Teams, and SharePoint, keeping all matter-related data within the firm's existing Microsoft tenant rather than a separate repository.

Product

Epona365

Headquarters

Netherlands

Last updated

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Overview

What Epona365 does

The platform uses Microsoft AI and Copilot to auto-profile and tag documents, enable natural language prompting on curated content, and support intelligent search. ⁣‍‌​​⁠‌‍‍‍⁠⁠‍‌‌​‍⁣It integrates with Microsoft Purview for compliance and governance, and connects with Adobe, Draftable, and third-party financial practice management systems. Alongside Epona365, the company offers Advosys for case management and Epona KMS for knowledge curation and reuse. By operating within the existing Microsoft 365 environment, the solution aims to reduce additional infrastructure costs and licensing complexity. Epona is ISO 27001 certified and headquartered in the Netherlands.

What it does

Epona365 core capabilities

Auto-Profiling

Automatically categorizes and tags legal documents by content and context.

AI Prompting on Curated Content

Natural language prompts on selected documents for summaries and drafting.

Matter-Centric Document & Email Management

Organizes documents and emails around clients and matters.

AI-Powered Semantic Search

Context-aware search across all documents and emails.

Version Control & Audit Trails

Tracks document access, edits, and sharing history.

Microsoft Purview Integration

Leverages Microsoft compliance and governance controls natively.

Epona KMS

Knowledge management module for curating and reusing legal expertise.

Advosys Case Management

Digitizes and automates case management for law firms and legal departments.

Technical specifications

  • Built on Microsoft 365 and SharePoint
  • Integrations: Microsoft Outlook, Word, Teams, SharePoint, Microsoft Purview
  • Integrations: Adobe, Draftable, third-party financial practice management systems
  • Microsoft AI and Copilot powered
  • Role-based access controls (per matter, document, or user role)
  • Data encryption and secure cloud hosting
  • Full-text search and metadata-driven search
  • GDPR compliance support

Who it is for

Who Epona365 is built for

Target audience

  • Large Law Firm
  • Mid-Sized Law Firm
  • In-House Legal Teams

Case studies

No case studies yet

Epona365 doesn’t have a client-confirmed case study on DreamLegal yet. Try exploring different products for exploring case studies.

Trust & compliance

Epona365 security at a glance

Security certifications

ISO 27001GDPRRole-based access controlsData encryptionAudit trailsMicrosoft Purview compliance controls

Named enterprise customers

Customer references are not publicly listed on the product profile.

Pricing details

Epona365 pricing

Starting price

Contact for pricing

Pricing model

Not disclosed

Free version

Not offered

Product videos & screenshots

See Epona365 in action

Product interface

Epona365 Interface

Comparisons

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Transparency

Epona365 sources

Pages used to generate and verify this profile.

  1. 1https://www.epona.com

FAQs

Frequently asked questions about Epona365

Key factors are security, usability, and integration with existing tools. A legal DMS should provide role-based access controls, matter-centric organization, fast search, version control, and audit trails. Integration with Microsoft 365, Outlook, and Teams is also important to support adoption and reduce workflow friction.

By choosing a DMS with granular access rights, audit trails, data encryption, and GDPR compliance support. Modern systems can also use AI to monitor access, detect risks, and enforce governance policies automatically, reducing reliance on manual compliance processes.

A legal DMS improves productivity through full-text and metadata search, AI-powered semantic search, and centralized matter-linked storage. Instead of navigating folders or email chains, legal professionals can locate relevant documents quickly, reducing non-billable time spent recreating or hunting for existing work.

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