Epoq

What Epoq does

Epoq is a UK-headquartered, SRA-regulated digital legal services platform that has operated since the late 1990s, providing online legal document automation and 24/7 regulated legal advice. Its core technology combines an interactive, rule-based questionnaire engine that drafts personalised legal documents in real-time (including wills, powers of attorney, tenancy agreements, employment contracts, and commercial documents) with a back-office management system for an in-house team of solicitors averaging 24 years of post-qualification experience who provide document review, bespoke modifications, and telephone advice. The platform is built on AWS with independent location failover and a documented REST API, and it has never reported a system breach in 25+ years of operation.

Epoq operates a pure B2B2C model, distributing its services exclusively through white-label, co-brand, and API integrations with 60+ enterprise partners including Allianz, AXA, MetLife, Royal London, RSA, Admiral, NatWest, Santander, Which?, and PwC, reaching 30m+ end customers in the UK, US, Canada, Republic of Ireland, and South Africa. Product lines include LegalAde (service-led legal expenses insurance backed by A-rated insurer RSA and administered via Temple Legal Protection), LawAssure (white-labelled document preparation), 24/7 legal advice, estate planning, commercial and landlord legal expenses insurance, legacy fundraising for charities, and JusDraft (a free document drafting tool for non-profits in South Africa).

Revenue is generated primarily through annual subscription unit rates per partner (with monthly or pay-as-you-go options for the API tier), supplemented by implementation services and an SLA-backed insurance wrapper. The company is privately held under Epoq Group Ltd, comprising UK entity Epoq Legal Ltd (SRA number 645296) and US entity Epoq Inc., with leadership including Group CEO Michael Symons (a solicitor since 1979 and former LSE-listed Helphire Group plc CEO), Executive Chairman Richard Cohen, and founder Grahame Cohen (CEO of Epoq North America).

Name

Epoq

Legal name

Epoq Legal Ltd

Website

https://epoq.co.uk

Company type

Private

Founded year

1999

Operating status

Operating

Headcount range

11–50 employees

Ownership category

akta.pro rank

Product category

Legal Technology / Legal Document Automation Software

NAICS

Legal Services (5411)

SIC

Services-Legal Services (8111)

akta.pro primary industry

E-Signature & Digital Transaction Management (DTM) (HDAEAGAF)

akta.pro secondary industry

Content Governance, Compliance, Retention & eDiscovery (HDAEAGAJ)

Keywords

• Legal document automation
• Legal expenses insurance
• White-label legal services
• Legal technology platform
• Telephone legal advice

Headquarters

HQ city

London

HQ country

United Kingdom

HQ region

Europe

Offices3 records

Markets served

GTM type

B2B

Offering type

Software

Cost components

Personnel, Technology or R&D, Infrastructure, Marketing or Sales, Operations

Revenue model

1. White-labelled Legal Document Services: Epoq provides white-labelled or co-branded legal document preparation services to partner brands. Partners can offer legal services as a value-add to their customers. Pricing is based on annual unit rates calculated on the service offering.
2. Legal Expenses Insurance (LegalAde): Epoq provides service-led legal expenses insurance backed by A-rated insurance, distributed through brokers and insurance partners. Includes day-1 value legal services combined with traditional insurance coverage for legal disputes.
3. 24/7 Legal Advice Services: Telephone legal advice provided by SRA-regulated legal team, available as an optional add-on or included component of partner service packages. Average call answering time of 9 seconds.
4. API and Integration Services: Technical integration services providing partners with API access for custom workflows, single sign-on, and data extraction capabilities. Implementation support provided by senior developers.

Pricing tiers

Go-to-market motion3 records

Distribution channels5 records

Marketing channels7 records

Core offering

Epoq provides a digital legal services platform that combines smart document automation technology with regulated legal expertise, delivered primarily on a white-labelled or co-branded basis to enterprise partners such as insurers, banks, and financial services providers. End customers gain access to personalised legal documents (wills, powers of attorney, tenancy agreements, business contracts), 24/7 telephone legal advice from SRA-regulated solicitors, document review and bespoke changes, and LegalAde legal expenses insurance. The platform is offered through Basic co-brand, Advanced co-brand, Fully white-labelled and API delivery models, with pricing on annual or monthly subscription unit rates.

Product overview

Epoq provides a digital legal services platform that combines smart document automation technology with regulated legal expertise. The core offering consists of LegalAde, a legal expenses insurance product backed by A-rated insurance, which provides policyholders with day-1 value through legal health checks, smart legal document preparation, 24/7 telephone legal advice, and document review services. The product portfolio includes LawAssure for cobranded/white labelled document preparation, Commercial and Landlord Legal Expenses Insurance variants, Estate Planning services (wills and powers of attorney), 24/7 Legal Advice helpline, Legal Guides & Tools library, and Legacy Fundraising for charities. Services are offered through basic cobrand, advanced cobrand, fully white labelled, and API delivery models, and are available across the UK, US, Canada, Republic of Ireland, and South Africa.

Differentiator

Problem solved

Functional benefit

Brands

• LegalAde: Service-led legal expenses insurance product backed by A-rated insurance, providing day-1 value for policyholders.
• LawAssure
• JusDraft

Products and services

• Legal Expenses Insurance (LEI) Service-led legal expenses insurance backed by A-rated insurance, providing day-1 value to policyholders through LegalAde services including legal health checks, online document advisors, smart legal documents and 24/7 telephone legal advice; distributed through brokers and insurance partners.
• LegalAde Digital legal services platform providing legal health checks, smart legal documents, document review and bespoke changes, and letters before action, delivered by an SRA-regulated legal team; available as a component of legal expenses insurance products.
• Smart Legal Document Preparation Interactive online questionnaire system that gathers customer information through smart, adaptive questions and drafts personalised legal documents in real-time with tailored clauses; includes validators and rules to prevent contradictory selections, producing legally valid wills, tenancy agreements, contracts and other documents.
• 24/7 Legal Advice Round-the-clock telephone legal advice service provided by SRA-regulated lawyers averaging 24 years of experience, covering family, business, landlord and general legal matters; average call answering time of 9 seconds.
• Legacy Fundraising for Charities Online will-writing service for charities to generate legacy income, including legal advice, personalised document changes by a regulated law firm, printed and bound wills, and an outbound engagement programme to improve will completion rates.
• Estate Planning Online estate planning service for life insurer partners, including wills, lasting powers of attorney, mirror wills and living wills, with document review and sign-off by an SRA-regulated legal team.
• Commercial Legal Expenses Insurance Legal expenses insurance for businesses covering employment issues, personal injury claims, tax and VAT issues, property disputes, motor disputes, data protection breaches and contract disputes, with bundled LegalAde services.
• Landlord Legal Expenses Insurance Legal expenses insurance for landlords covering repossession, rent recovery, property damage claims, nuisance claims, defence of criminal prosecutions, and optional rent guarantee cover.
• LawAssure White-labelled or co-branded smart legal document preparation service for partners, offering configurable document suites for estate planning, personal, landlord and business use, with optional document review and 24/7 legal advice.
• Legal Health Checks Online tools that highlight potential legal pitfalls faced by individuals, businesses or landlords, including provisions within existing agreements, with recommendations on how to avoid risks and comply with the law.

Quantifiable outcome

• 97% of customers would recommend Epoq to family and friends (survey conducted 1 Jan - 31 Dec 2023)
• +6 more outcomes

Named customers34 records

Segments5 records

Ideal customer profiles4 records

Technology focussed Yes

API detail

Has API

Yes

API docs

API detail

Core technology

AI maturity

App detail

AI capability2 records

Feature7 records

Partnerships

15 partnerships are on record, tiered core, flagship and minor.

• Temple Legal Protection LimitedcoreStrategic or Co-development PartnerTemple Legal Protection Limited is Epoq's insurance partner for legal expenses insurance products. They are authorised and regulated by the FCA (FCA number 303704) and administer insurance on behalf of Royal & Sun Alliance Insurance Ltd under a binding authority agreement. Temple Legal provides the insurance wrapper while Epoq provides the LegalAde legal services component.
• Royal & Sun Alliance Insurance LtdcoreStrategic or Co-development PartnerRSA (company number 93792) is the A-rated underwriting insurer for Epoq's legal expenses insurance products. They are authorised by the Prudential Regulation Authority and regulated by the FCA and PRA. RSA St. Mark's Court, Chart Way, Horsham, West Sussex, RH12 1XL is their registered address.
• Which?flagshipChannel Partner/ Reseller/ DistributorWhich? (the consumer advocacy organization) features Epoq's legal services as part of their member benefits, demonstrating trust and quality endorsement from a leading consumer brand.
• AllianzflagshipChannel Partner/ Reseller/ DistributorAllianz Legal Protection distributes Epoq's legal services to their insurance policyholders. Steve Rowley, Business Development Manager at Allianz Legal Protection, has provided testimonial praising Epoq's technology, expertise, and service quality.
• MetLifecoreChannel Partner/ Reseller/ DistributorMetLife offers Epoq's legal services integrated with their insurance products, serving customers in the UK market.
• MORE TH>N (Treeline)coreChannel Partner/ Reseller/ DistributorMORE TH>N (part of Treeline) provides Epoq's legal services to their policyholders, allowing demonstration of value for money when adding Legal Services cover to policies.
• EverestcoreChannel Partner/ Reseller/ DistributorEverest offers Epoq's legal services, with testimonial from Sr. VP Operations Carolyn Johnson noting it allows delivery of a seamless product outside of their core competency.
• British Horse SocietyminorChannel Partner/ Reseller/ DistributorBritish Horse Society provides Epoq's legal services to their members, serving the equestrian community.
• Early Years AllianceminorChannel Partner/ Reseller/ DistributorEarly Years Alliance offers Epoq's legal services to their member organizations in the early childhood education sector.
• British Marine FederationminorChannel Partner/ Reseller/ DistributorBritish Marine Federation provides Epoq's legal services to marine and boating industry members.
• Hague Institute for Innovation of Law (HiiL)minorStrategic or Co-development PartnerEpoq Legal South Africa was selected as one of twelve African startups to join the HiiL Justice Accelerator programme in 2018/2019, supporting innovation in legal services delivery in Africa.
• Hauge Institution for Innovating LawminorStrategic or Co-development PartnerEpoq partnered with the Hauge Institution for Innovating Law to set up a legal service for non-profits in South Africa, assisting women and children who had been victims of abuse.
• ARAGcoreChannel Partner/ Reseller/ DistributorARAG plc is a legal expenses insurance provider that offers Epoq's services as part of their product offering.
• Arc Legal GroupcoreChannel Partner/ Reseller/ DistributorArc Legal Group provides Epoq's legal services integrated with their legal expenses insurance products.
• ProsuracoreChannel Partner/ Reseller/ DistributorProsura offers Epoq's legal services as part of their insurance product range.

Scale indicators8 records

Recent moves6 records

Expansion highlights6 records

Broad incumbents

• Aviva: UK incumbent insurer with an in-house legal services arm and partner-led legal expenses cover. Competes indirectly with Epoq's insurance-channel offering and represents the in-housing alternative Epoq must defend against.
• Legal & General: Large UK insurer and asset manager with legal services benefits attached to protection and life policies. Comparable channel and customer base to Epoq's insurance partnerships; could in-source or partner with competing legaltech providers.
• Wolters Kluwer: Global legal information, regulatory and compliance software provider (Enablon, Legisway, ELM Solutions). Comparable as a legaltech platform serving enterprise/professional customers, though at a much larger scale and broader scope than Epoq.

Direct peers

• Rocket Lawyer: Online legal document automation and attorney services business with a subscription model and white-label/affinity partnerships. Closest direct competitor to Epoq's LawAssure and LegalAde products in both consumer and B2B2C channels.
• Co-op Legal Services: UK legal services provider offering wills, probate, family law and document preparation through Co-op's consumer brand. Comparable to Epoq's individual/family LawAssure offering and embedded affinity distribution model.
• Slater Gordon: UK consumer-facing law firm providing wills, family law, personal injury and legal advice services. A current Epoq partner with overlapping service categories in estate planning and document preparation.
• LegalZoom: US-headquartered online legal documents and services platform offering wills, business formation and attorney services. Directly comparable to Epoq's LawAssure smart document preparation product and increasingly relevant as LegalZoom expands into embedded/white-label partnerships.
• ARAG: UK legal expenses insurance provider offering policyholders access to legal advice, document services and lawyer networks. Overlaps directly with Epoq's LegalAde LEI product and is explicitly listed as both a customer and a partner.
• Taylor Rose: UK law firm that is both an Epoq partner and a competitor in will-writing, estate planning and conveyancing. Comparable in product mix and white-label document automation use cases.

Emerging players

• The Law Superstore: UK online marketplace and comparison site for legal services including wills, conveyancing and family law. Competes in the same end-customer discovery layer as Epoq's white-labelled offerings, although smaller and consumer-direct rather than B2B2C.

Market position

Strengths4 records

Weaknesses4 records

Competitive moat6 records

Key risks7 records

Key highlights7 records

Customer concentration

• Xx.com/epoq
• LinkedInlinkedin.com/company/epoq/mycompany

Compliance1 record

Revenue estimate

Valuation estimate

Number of profiles

Profiles8 records

Funding overview

Funding rounds1 record

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments1 record

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Epoq