Legal departments and law firms are discovering that deploying enterprise AI requires far more than installing the right software; it demands strategic planning, workflow redesign, and organizational change management to deliver real business value. A new partnership between Epiq Advisory and Legora aims to address this gap by combining proven legal technology expertise with cutting-edge agentic AI (artificial intelligence systems that can autonomously execute tasks) to help legal organizations operationalize AI across their workflows.

What's the Real Challenge With Legal AI Adoption?

The legal industry has been experimenting with AI tools for years, but many organizations struggle to move beyond pilots and proof-of-concept projects. The core issue is that technology alone cannot guarantee success. Realizing value from enterprise AI tools requires more than purchasing the right platform; it depends on workflow design, knowledge foundations, governance controls, and organizational adoption and integration. Without these supporting elements, even sophisticated AI systems fail to deliver measurable returns on investment.

"This collaboration enables clients to identify high-value use cases, operationalize AI across legal workflows, and realize ROI over time while maintaining the security and governance standards their organizations require," said Roger Pilc, President of Legal Solutions at Epiq.

Roger Pilc, President of Legal Solutions at Epiq

The partnership recognizes that legal teams need AI tools that operate seamlessly as part of their existing ecosystem rather than functioning as standalone systems. This integration challenge has been a significant barrier to adoption in the legal sector, where firms must balance innovation with strict compliance and security requirements.

How to Successfully Deploy Legal AI in Your Organization?

• Knowledge and Proprietary Intelligence: Design and implement knowledge governance and content models that reflect a firm's proprietary work product and playbooks, enabling AI to produce client-specific outcomes tailored to each organization's unique practices and standards.
• Legal Workflow Optimization: Use AI to reduce inefficiencies and improve consistency across legal processes, including contracts intelligence and mergers and acquisitions due diligence, which are among the most time-intensive legal tasks.
• Training, Enablement, and Change Management: Embed AI into daily legal work through comprehensive training programs, enablement initiatives, and structured adoption programs that help lawyers understand and trust the technology.

Epiq Advisory brings decades of legal technology and advisory expertise to this partnership, while Legora contributes its agentic AI operating system specifically designed for legal work. Together, they enable corporate legal departments and law firms to deploy enterprise AI that delivers greater impact across legal workflows. The partnership addresses a critical gap in the market: many legal organizations have invested in AI tools but lack the strategic guidance and change management support needed to maximize their investment.

"Legal teams need AI tools that operate as part of the firm's ecosystem, not alongside it," said Patrick Forquer, Chief Revenue Officer at Legora. "Partnering with Epiq combines leading AI with the systems and adoption expertise clients need to scale AI effectively and achieve lasting business value."

Patrick Forquer, Chief Revenue Officer at Legora

The partnership will provide expert support on planning and executing AI transformation roadmaps, including implementing enterprise AI within client environments. This comprehensive approach recognizes that successful AI adoption in legal services requires alignment across technology, people, and processes. Organizations that attempt to deploy AI without addressing these three dimensions often find themselves with expensive tools that deliver minimal business impact.

For legal professionals attending the International Legal Technology Association Conference (ILTACON), both companies will showcase their partnership at dedicated booths, offering opportunities to learn how this collaboration can support legal teams navigating their AI transformation journey. The timing of this partnership reflects a broader industry recognition that the next phase of legal AI adoption will be defined not by technology capabilities alone, but by organizations' ability to integrate AI into their existing workflows, culture, and governance frameworks.