DJK Counsel chooses Epona DMS integrated with Microsoft Dynamics
DJK Counsel, Ltd., is a boutique real estate and corporate law firm based in Century City, California. DJK Counsel has a deep commitment to technology utilization to enhance productivity and reduce duplicitive tasks. As such, they sought to cost effectively deploy the entire Microsoft 365 Suite of products for Document Management through Epona, with Matter Management and Time Tracking coming from Microsoft Dynamics, making every single task or process accessible through Microsoft Office applications like Microsoft Outlook. As part of DJK Counsels deployment, Epona developed native integration between Microsoft Dynamics and the SharePoint Epona DMS.
“The firm had decided to take full advantage of the Microsoft 365 suite, and we started by creating our own SharePoint sites to use as a DMS. That was not an ideal solution, so we moved towards solving the issues of Time Tracking and Matter/Contant management through Microsoft Dyamics. Once that side of our workflow was complete, we found Epona and added integration from Dynamics where a matter could be created from Dynamics in SharePoint using Epona tools, and Epona integrations. We love this system, and Epona was the capstone.” said Daniel Katz, Managing Partner at DJK Counsel, Ltd.
Keith Vallely, Vice-President of Epona USA, said: “DJK’s DMS is the first in what we are hopeful is the Holy Grail for small and midsize firms that want a fully integrated Dynamics for Contacts, Matter Management, and Time Tracking solution with Microsoft SharePoint and the Epona DMS solution, wherein all content, all capability is in Microsoft 365. And is also integrated for Quick Books. The Holy Grail for firms wanting the Microsoft Platform tied to Quick Books is now a thing. ”