DMSforLegal and DMSforSharePoint enables law firms, corporate legal departments, accounting firms, real estate, and virtually any business or business unit to use Microsoft SharePoint as a document and email management system.

Productivity and Cost.  These two concepts mean different things to different organizations.  Best Practices when it comes to document management and e-mail management is more clearly defined. DMSforLegal and DMSforSharePoint combine the best practices of a DMS with the familiar Microsoft Office (2010, 2013, 2016) and Windows/File Explorer with the extremely powerful and flexible SharePoint platform.  Whether you deploy SharePoint on premises, or online (Office365 or Third Party Host), Epona USA can help you deploy a document management design that meets your needs, no matter what your requirements.


Epona DMSforLegal & DMSforSharePoint Screen Shots

Quick Overview

Easy to Use

Access your document management system through the familiar interfaces of Microsoft Outlook, Word, Excel, PowerPoint.

Search and Find

Find your documents, your e-mails, by ``content within the documents`` or assigned metadata, or browse by folder design...all from within Outlook, Word, Excel, PowerPoint or Windows/File Explorer.

Financial Systems & CRM Integration

Solid out-of-the-box integration with Microsoft's Epona Matter Center, financial practice management and CRM systems.

Migrating Documents & Email

Epona can assist you in getting your work product organized and into SharePoint wherever it is currently stored.

Quick Deployment & Adoption

Epona Software and Services combine low cost implementation, and easy installation of software, with nearly immediate end-user adoption due to the intuitive interfaces.

DMSforLegal & DMSforSharePoint

Out-of-the-Box Features

DMSforLegal & DMSforSharePoint provides enhanced functionality and capability making SharePoint the ultimate platform for a document and email management platform.  Some of the features include:

  • Seamless & Native Integration with Microsoft Office 2010, 2013, 2016.
  • Automatic Send & File E-Mail Management capability.
  • Easy SharePoint Search from within Outlook, Word, Excel, PowerPoint.
  • Matter/Project/Engagement Centric Environment, subscribe to relevant content sites.
  • Category Based subscriptions, Subscribe to Other Users.
  • SharePoint and/or Active Directory security.
  • Version Control.
  • Automatic Metadata Application and variable Metadata Schemas support (SharePoint Taxonomy and Look Fields Support).
  • Right Click to Webview.
  • And much more….


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