PCLaw

Worldox®

Worldox is powerful, yet remarkably easy-to-use. In addition to the standard DMS features (classify, store files), Worldox empowers your firm’s staff members with unique tools for collaboration and document sharing. You also get state-of-the-art security for vital firm data, including client or project-based “ethical walls”. Worldox integrates seamlessly with a wide range of software - with major office suites, e-mail, case management, billing and productivity applications – even most popular scanning solutions.

Features & Benefits:

Find files instantly.
Manage files centrally. Worldox activates automatically as you save, open and work with files and supports nearly every file type, including Word, Excel, PowerPoint, Adobe Acrobat and more.
Integrate document handling with e-mail. This lets you share client communications easily, and find client email quickly via full-text search. (You can even display Worldox within Outlook, or access incoming email from within Worldox.)
Integrate Worldox with CRM software, for single-click access to frequently-used client files.
Relate documents. For example, link all files to be discussed with a client to a meeting agenda. Or, link files as “projects” for easy collaboration with staff.
Control access; protect documents in progress, even create “ethical walls” to secure sensitive files.
Ensure compliance, with complete document histories, instant access to files requested by auditors.
Share files with staff, via public bookmarks, and by “subscribing” files in My Workspaces.