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Moving Beyond Basic DM

Worldox’s products have been designed from the ground up to manage documents of all kinds. Worldox GX offers cradle-to-grave management of every form of information that can be saved as a file. Moreover, it can integrate with virtually any other system that generates the data your organization relies upon, and offers virtually unlimited customization capabilities.

Many products only manage document files they consider directly relevant to their own functions – such as billing or docketing – and ignore everything else. They might, for instance, be incapable of managing email. If you want to bring together all the documents associated with a project, client relationship, or legal matter, that’s a glaring omission.

File type limitations like these will become even more troublesome as your organization evolves, and increasingly requires convenient access to more types of information, such as voicemail records or video content.

Some products – such as Microsoft SharePoint – offer excellent collaboration capabilities. However, they do virtually nothing to control where or how users store their documents. Users can create folders virtually at will; they are not required to fill out profiles for each document; if document metadata does exist, it is not validated for accuracy and consistency. As a result, you do not gain the business benefits of document management. You can’t easily and confidently find, manage, or reuse the information you’ve paid to create.

The result: you can control, organize, and manage all your information coherently, and your people can access whatever content they need, whenever they need it, no matter where or how that content was created. Moreover, when new business challenges arise – such as compliance and document retention emerged in recent years – you already have the document management tools you need to respond.

Simply put, Worldox delivers true, all-encompassing document management that doesn’t just promise powerful efficiency, but actually achieves it.

At my last firm I was the tech go-to guy.  I pushed the limits for using technology.  One of the better changes I instigated was installing Worldox in the 10 attorney office.  Although the firm was not paperless, we relied on Worldox to manage all documents created in-house.  

When I left that firm to start my solo practice, I knew I wanted my firm to be truly paperless.  I did not want any file cabinets.  There was no question in my mind that I was going to use Worldox.  As my firm grows, I do not miss file cabinets or the paper that fills them.  I can find any document at any time.  Worldox works.  No fuss, no muss. Worldox knows where my documents are.  I cannot imagine running my small firm without Worldox managing my documents.  

Tom Kulaga, patent attorney and principal at Knox Patents: Kulaga Law Office, PLLC

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