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EPP Law

Levis Tech built an internal portal for EPP Law to help staff manage corporate clients, documents, reminders, deadlines, annual returns, and historical records through a more organized digital workflow.

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Overview

EPP Law needed a better way to manage corporate client information, documents, reminders, and recurring legal office deadlines. The portal is used internally by law office staff and is focused on helping the team keep track of corporations, client records, annual returns, corporate filing deadlines, tax-related reminders, and other follow-up tasks. Clients do not log in to the portal, upload files, or view documents. The system is designed as an internal staff tool for organizing and managing corporate records and deadline-driven work. A key part of the project was moving historical paper-based and legacy client/corporation records into the new digital system. With the help of AI-assisted data import, the historical import process was completed faster and more accurately than a fully manual process, helping the office transition to the digital portal more quickly.

The Challenge

Law offices often manage large volumes of corporate client information, documents, annual return deadlines, filing dates, tax-related follow-ups, and recurring reminders. When these records are tracked through paper files, spreadsheets, or disconnected systems, it becomes easier to miss deadlines, duplicate work, or spend extra time searching for information. EPP Law also had historical corporate client records that needed to be imported into the new system. Manually entering this information would have taken significant time and increased the risk of data entry errors.

The Solution

Levis Tech developed a custom internal portal that gives EPP Law staff one place to manage clients, corporations, documents, reminders, and deadline-related tasks. The portal supports flexible reminder types, allowing staff to set up annual returns, corporate filing deadlines, tax filing reminders, document renewals, meetings, follow-ups, and other recurring or one-time tasks. Staff can track upcoming and overdue items, manage related corporate records, and keep documents organized around the client or corporation. The project also included an AI-assisted historical data import process, helping move existing client and corporation information into the portal more efficiently and accurately than manual entry alone.

Key Features

What the platform delivers

  • Internal staff portal

  • Client record management

  • Corporation record management

  • Document management

  • Annual return reminders

  • Corporate filing deadline reminders

  • Tax and filing-related reminders

  • Flexible reminder/task types

  • Recurring reminders

  • Lead-time reminder support

  • Upcoming and overdue reminder tracking

  • Historical corporate client data import

  • AI-assisted data import support

  • Digital transition from paper-based records

  • Centralized corporate records and deadline management

Project Details

Project type

Internal legal records and reminder portal

Industry

Legal services, corporate law, office administration

Users

Law office staff only

Focus

Clients, corporations, documents, reminders, deadlines, annual returns, historical data import, and internal workflow management

Platform

Custom internal web portal

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