Caplin & Drysdale Enters Managed Services Deal with Epiq

Press Release

Caplin & Drysdale Enters Managed Services Deal with Epiq

Relationship Brings Added Value to Firm Clients

Kansas City, Kan. (Aug. 30, 2016) — Epiq (NASDAQ: EPIQ), a leading global provider of integrated technology and services for the legal profession, today announced that Caplin & Drysdale, a leading provider of a full range of tax, tax controversy, litigation and related legal services, has entered into an eDiscovery managed services relationship with Epiq. The contract includes ArqSM managed services, which gives the firm their own Relativity® environment for a fixed monthly fee.

"We were looking to relieve the burden of maintaining the review platform in-house," said Todd Phillips, a Member in Caplin & Drysdale’s Complex Litigation Group. "The Arq platform is absolutely fantastic. It integrates really well with our whole process, and the Epiq team is very responsive – they handle all updates and maintenance, allowing us to focus on serving our clients efficiently and effectively."

By design, Caplin & Drysdale maintains a boutique practice with approximately 70 attorneys in two locations: Washington, D.C., and New York City. This business model keeps overhead expenses low — savings the firm conveys to clients — and gives clients direct access to senior litigators.

"Managed services is an example of how we give our clients access to the scale and technology traditionally offered by large firms, while still maintaining the personal touch of a boutique firm," said Phillips.

"Law firms today must continually tell their value story in order to retain clients," said Andrew Shimek, Epiq’s global managing director, eDiscovery. "With managed services, Caplin & Drysdale can offer clients both the attention of a boutique firm and the top-tier technology traditionally available only to large firms. That’s value."

Through their managed services partnership with Epiq, the firm hopes to boost service speed and harness a more cost-effective process over the next two to three years, passing on those savings to their clients.

About Caplin & Drysdale  

For more than half a century, Caplin & Drysdale has been a leading provider of a full range of tax, tax controversy, litigation and related legal services to companies, nonprofits and individuals throughout the United States and around the world. With offices in New York City and Washington, D.C., the firm also offers counseling on matters relating to bankruptcy, complex litigation, corporate law, creditors' rights, employee benefits, exempt organizations, political activity, private client services and white collar defense. Our ranks include former senior staff from the Internal Revenue Service, the U.S. Treasury, the Federal Election Commission and the Justice Department. Their substantial technical skill and considerable knowledge on how laws are made and administered illustrate our commitment to serving clients in a holistic and solution-oriented manner.

About Epiq

Epiq (NASDAQ: EPIQ) is a leading global provider of integrated technology and services for the legal profession, including electronic discovery, bankruptcy, class action and mass tort administration, federal regulatory actions and data breach responses. Our innovative solutions are designed to streamline the administration of litigation, investigations, financial transactions, regulatory compliance and other legal matters. Epiq’s subject-matter experts bring clarity to complexity, create efficiency through expertise and deliver confidence to our clients around the world. For more information, visit us at

Press Contact

Catherine Ostheimer


+1 212-710-6972

Investor Contacts

Kelly Bailey


+1 913-621-9500

Chris Eddy

Catalyst Global

+ 1 212-924-9800


Related Practices/Industries

Jump to Page

We use cookies to make your experience of our website better. By continuing to browse this site you consent to the use of cookies. Please visit our Privacy Policy for more information.