Industries · Professional services

Law firms

More of the right inquiries, fewer admin hours, and client files that stay confidential.

A law firm sells billable time and trust, so every hour lost to admin and every inquiry that goes unanswered is money left behind. Technology quietly costs the firm when intake is slow, when documents are scattered across email and personal drives, and when one phished account can expose privileged material.

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Common problems

Sounds familiar?

  • Prospective clients contact two firms and hire whoever replies first

    The problem

    Someone in a legal bind fills out a form on Friday evening and hears nothing until Tuesday. By then they have signed with another firm.

    What we do

    EpicTech builds your intake form into the website and routes every inquiry into the CRM with an automatic reply that confirms receipt and sets expectations. Lead generation work tracks which sources bring matters worth taking.

    What changes

    Every inquiry is logged and acknowledged, and you can see where good matters come from.

  • Our website looks like every other firm and does not say what we handle

    The problem

    Generic practice-area pages blur together, so searchers cannot tell why you are the right call. The site may also be slow, outdated or unreadable on a phone.

    What we do

    We design and run a fast website with distinct practice pages and clear next steps, then work on local search and content through digital marketing. Hosting, SSL and updates are handled, not left to a lapsed contract.

    What changes

    The site explains what you do and gives a visitor an obvious way to reach you.

  • Intake paperwork and matter setup are retyped every time

    The problem

    Conflict details, engagement letters and contact records get copied between email, a spreadsheet and the practice system. Paralegals spend their day moving data.

    What we do

    Workflow engineering maps the path from inquiry to open matter, and automations carry the details between your systems so each fact is entered once. Steps that need attorney judgment stay manual by design.

    What changes

    Opening a matter takes a review and a click rather than a retyping session.

  • Privileged documents are scattered across inboxes and personal drives

    The problem

    The latest draft is in someone's email, the old one on a desktop. Finding the right version before a deadline is a scramble, and nobody can say who has access to what.

    What we do

    We set up structured, permissioned cloud storage with backups, and move the firm onto individual accounts with defined access per matter team. Cloud infrastructure and identity and access work handle migration and permissions.

    What changes

    There is one place for each matter file, and access matches the matter team.

  • One phishing email could expose a client matter

    The problem

    Law firms hold exactly the material attackers want, and wire-fraud emails target closings and settlements. A single compromised mailbox is a client-notification problem.

    What we do

    Cybersecurity work covers email filtering, endpoint protection and staff awareness, and identity and access turns on multi-factor sign-in for every account. Managed IT keeps devices patched and monitored.

    What changes

    Accounts need more than a password, and suspicious email is caught before it reaches an inbox.

  • Prior clients drift away and we only hear from them when there is a problem

    The problem

    A completed matter is the best referral source you have, but nobody follows up. Without a rhythm of contact, past clients forget you exist.

    What we do

    Email and SMS sequences keep in touch with past clients and referral partners with useful, low-pressure updates, segmented by matter type. Replies and unsubscribes are managed for you.

    What changes

    Past clients hear from you regularly without anyone remembering to send it.

  • Partners keep digging through old matters for precedent and templates

    The problem

    Knowledge sits in the heads of senior lawyers and in folders only they can navigate. Junior staff redo work the firm already did.

    What we do

    We build an AI assistant grounded in the firm's own templates and work product, with source documents shown beside every answer. Attorneys remain responsible for what goes out.

    What changes

    Staff find the firm's own prior work faster, with the source in view.

Getting started

Your first week with EpicTech

  1. Trace what happens to a new inquiry from form submission to first reply.
  2. List every account, device and shared location holding client files.
  3. Check that multi-factor sign-in and tested backups are in place.
  4. Pick the first automation, usually intake confirmation, and scope it with your admin team.

FAQ

Common questions

Is client confidentiality protected when you work on our systems?

We scope access to what each task needs and document it with you. Confidentiality terms can be written into the agreement before any work starts.

Do you integrate with our practice management software?

Where the software offers an interface, yes. We confirm what is possible with your specific product during the first week.

Can marketing follow our bar advertising rules?

We write and publish what you approve. Compliance with advertising rules stays with the firm, and nothing goes live without your sign-off.

Want a plan for law firms?

Tell us about your business. Mostly one-tap questions, then your agreement with your exact price.

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