Epona provides solutions that enable firms using Microsoft 365 for document management (including
SharePoint, OneDrive, and network file shares) to overlay an intuitive, DMS-like user interface, enforce
strong governance, and enable safe AI integration.
Minding the M365 Governance Gap
Today, firms are confronting the stark reality: while they may have an official, centralized document management system, lawyers routinely create, collaborate, and store sensitive information in under-governed repositories like SharePoint, OneDrive and network file shares.
Unfortunately, these fragmented information management practices introduce significant operational, security and compliance liabilities. Not only do they bypass governance and security controls, but they also create a dangerous landscape for safe AI adoption, as organizations cannot integrate tools like Microsoft Copilot, Harvey, or Legora due to threat of surfacing restricted information to unauthorized internal users.
Yet the obvious response — mandating the lawyers use only sanctioned repositories and diligently manage data — are unworkable given the cultural and operational realities of partner-led organizations.
So firm IT, Information Governance, and Knowledge Management teams are forced to pursue ad hoc governance workarounds — all while facing increasing pressure from lawyers to integrate of AI productivity tools across these environments.
Epona Bridges the Gap, Delivering M365 Governance for the AI Era
Epona transforms Microsoft 365 into a fully governed, matter-centric document management environment.
It provides an intuitive interface and automates provisioning, metadata tagging, and security controls across SharePoint, OneDrive, and file shares. This enables firms to reduce risk without disrupting existing lawyer work practices, and to confidently scale adoption of AI productivity tools without compromising security.
Although M365 governance is vital for every law firm, three distinct operational profiles stand to benefit most immediately from Epona adoption:
Firms Using Legacy or On-Premises Systems:
Looking to Modernize
Organizations looking to migrate to the cloud can leverage their existing Microsoft 365 investment rather than transitioning to a new platform, transforming SharePoint into a fully governed, cloud-native DMS with Epona.
Firms Using NetDocuments:
Looking to Manage M365 Exposure
While NetDocuments provides its own repository, lawyers still collaborate regularly in Teams, OneDrive, and SharePoint. Epona secures and manages these M365 “shadow repositories,” enabling greater governance and preventing AI tools from indexing and exposing un-governed data.
Firms Struggling with User Adoption of Their Existing DMS:
Looking to Practically Govern Shadow Activity
Rather than fight an uphill battle to force lawyers to (finally, please!) use the DMS, Epona overlays a welcomed interface across SharePoint and OneDrive environments — adding transparent governance, without disrupting lawyer habits.
“InOutsource’s extensive expertise in information governance, Microsoft 365, and AI readiness enables them to deliver exceptional value to our joint clients.”
— Marcel Lang, Chief Commercial Officer and Co-founder
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