Case Study: a large law firm streamlines outside counsel guideline compliance with Epiq

Outside Counsel Guideline Obligation Audit Streamlines 800 Client Guidelines

The customer, a large law firm, faced the challenge of managing over 800 unique outside counsel guidelines, which led to inconsistent interpretations, billing errors, and a lengthy revenue cycle. To address this, they partnered with Epiq to centralize all obligations into a single, searchable system and improve compliance.

Epiq implemented a solution that involved defining 99 standardized terms and reviewing all 800 guidelines at scale. They flagged and centralized over 80,000 key terms into an Intapp Terms instance, which provided real-time warnings to align time entry with client expectations. This project was completed in under 60 days, significantly reducing billing errors and improving revenue cycle times for the firm.