Retained Advisory
Lead transformation projects with expert guidance.
Get direction from experts at key points in your legal transformation journey: benchmark, compare leading practices, prioritise projects, and navigate the legal technology market.
- Access on-demand advice as new challenges arise.
- Benchmark your legal department using industry KPIs.
- Weigh technology options with primary and secondary legal market intelligence.
Key Features
Why Epiq for Retained Advisory?
Leverage experience from 280 consulting engagements for in-depth research, benchmarking, and advice on legal technologies.

Legal Function and Operations Management
Building strategies for transformation and orchestrating technology selections and implementations.
Legal Metrics, Reporting, and Analytics
Designing data strategies to inform decision, manage operations, and keep strategic plans on track.
Outside Counsel Management
Leading RFPs for strategic law firm selection, drafting outside counsel guidelines, and reviewing spend data for savings opportunities.
Legal Workflow Intake and Automation
Building process automations including intake, routing, document automation, and self-serve capabilities.
Contract Lifecycle Management
Establishing best practice templates and playbooks, identifying stakeholders for CLM selection and implementation projects.