List of Epoq Legal Customers
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Since 2010, our global team of researchers has been studying Epoq Legal customers around the world, aggregating massive amounts of data points that form the basis of our forecast assumptions and perhaps the rise and fall of certain vendors and their products on a quarterly basis.
Each quarter our research team identifies companies that have purchased Epoq Legal for Document Management from public (Press Releases, Customer References, Testimonials, Case Studies and Success Stories) and proprietary sources, including the customer size, industry, location, implementation status, partner involvement, LOB Key Stakeholders and related IT decision-makers contact details.
Companies using Epoq Legal for Document Management include: Woodmen of the World Life Insurance Society, a United States based Insurance organisation with 1000 employees and revenues of $1.10 billion, Penn National Insurance, a United States based Insurance organisation with 830 employees and revenues of $450.0 million, Hugh James, a United Kingdom based Professional Services organisation with 700 employees and revenues of $103.0 million, Association of the United States Army, a United States based Government organisation with 350 employees and revenues of $35.0 million and many others.
Contact us if you need a completed and verified list of companies using Epoq Legal, including the breakdown by industry (21 Verticals), Geography (Region, Country, State, City), Company Size (Revenue, Employees, Asset) and related IT Decision Makers, Key Stakeholders, business and technology executives responsible for the software purchases.
The Epoq Legal customer wins are being incorporated in our Enterprise Applications Buyer Insight and Technographics Customer Database which has over 100 data fields that detail company usage of software systems and their digital transformation initiatives. Apps Run The World wants to become your No. 1 technographic data source!
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| Logo | Customer | Industry | Empl. | Revenue | Country | Vendor | Application | Category | When | SI | Insight | Insight Source |
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Association of the United States Army | Government | 350 | $35M | United States | Epoq | Epoq Legal | Document Management | 2022 | n/a | In 2022, the Association of the United States Army adopted Epoq Legal as a Document Management service to deliver legal document access to its membership. Epoq delivered its LawAssure digital legal document service to AUSA members in the United States, enabling members to create wills, healthcare directives and powers of attorney as a paid for member benefit starting in 2022, which positioned Epoq Legal within the Association of the United States Army Document Management and member benefits function. The implementation leveraged Epoq's LawAssure document assembly legal document module to automate document generation workflows, using template driven document assembly and guided interview flows to produce estate and healthcare planning documents. Operational scope was focused on AUSA membership in the United States and the rollout was provisioned as a paid member benefit through the association's membership services and benefits program, aligning enrollment and benefit delivery processes with the new Document Management capability. The deployment emphasized secure document production and member facing access, and the program produced cost savings for members by avoiding legal fees. | |
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Hugh James | Professional Services | 700 | $103M | United Kingdom | Epoq | Epoq Legal | Document Management | 2020 | n/a | In 2020, Hugh James implemented Epoq Legal as a Document Management solution on its website to support client-facing document generation and internal document lifecycle controls. The deployment of Epoq Legal is explicitly web-facing, configured to enable document assembly and template-driven document automation for firm clients and intake workflows, with the full application name Epoq Legal used in external-facing flows. Configuration focused on template management, version control, access controls and audit logging consistent with Document Management practices for a professional services firm. Functional capabilities implemented include document assembly, centralized template libraries, searchable indexed storage, and role-based permissions to segregate drafting, review and client delivery processes. Operational coverage centers on legal operations, client intake and fee-earner teams across the United Kingdom, with the application embedded into the Hugh James website to drive client self-service document workflows. Governance work emphasized template approval processes and user role definitions, updating workflow steps for document creation and client delivery to align with existing legal compliance and records retention expectations. Ongoing administration is described in terms of content governance and security controls rather than technology replacement, reflecting a focus on controlling templates, maintaining version integrity and enforcing role based access within the Epoq Legal Document Management environment. The narrative links Hugh James, Epoq Legal and Document Management to legal operations and client engagement functions without naming additional integration vendors. | |
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Penn National Insurance | Insurance | 830 | $450M | United States | Epoq | Epoq Legal | Document Management | 2021 | n/a | In 2021, Penn National Insurance implemented Epoq Legal through a partnership announced and brought live that same year to deliver Epoq's Business Risk Protection BRP offering to commercial policyholders in the United States. The deployment targeted a P&C insurance customer experience and underwriting-adjacent use case, positioning Epoq Legal within the insurer's service portfolio to extend legal document services to small-business policyholders. Module usage is inferred to be Epoq's document assembly BRP solution, delivering templated legal documents and contract templates and core Document Management capabilities such as a template library, automated document assembly, and document delivery workflows. The implementation focused on document generation and management for policyholder-facing legal materials, with configuration centered on assembling standard contracts and legal templates for distribution to customers and agents. Operational coverage emphasized US commercial policyholders and agent channels, with rollout and partnership governance completed in 2021. The program was framed to reduce small-business legal exposure and to improve agent value-add, and governance attention centered on embedding Epoq Legal into customer engagement and agent workflow processes to align document management with underwriting-adjacent service delivery. | |
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Insurance | 1000 | $1.1B | United States | Epoq | Epoq Legal | Document Management | 2022 | n/a |
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