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Worldox Legal Technology Webinar Series: Re-examining Document Types

Join some of our Senior Worldox VARs for a roundtable discussion on the topic of Document Types.  Re-examining Document Types.  What are best practices for setting up Document Types. How do you determine which ones you need? Learn what tips and tricks options are available.

The Worldox team will be joined by: Frank Jones and Sandy Johnson, Legal Software Connection, Inc.; Charlotte Quiroz and Van Swearingen, Baker + Cadence Solutions LLC;  John Heckman, Heckman Consulting LLC; Rick Bernauer, Cytek Corporation; John Rock and Peter Brannigan, DoxAdvisors LLC.

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Worldox Comes to Zola Suite!

Worldox Comes to Zola Suite!

By:  Victoria Silecchia,  Zola Suite – January 13, 2021

Since breaking with tradition and starting the next-generation cloud practice management movement (what we refer to as Cloud LPM 2.0) nearly six years ago, Zola Suite has helped tens of thousands of legal professionals work more efficiently, creating a synergistic solution that helps rid firms of disjointed applications for matter and financial management.

As we kick off a new year, we’re thrilled to announce our latest integration as we welcome Worldox to the Zola Suite family! With this new union, Worldox users can now access all of their Client and Matter files right through Zola Suite, eliminating the need for them to toggle between applications when working on matter-related files. This new integration gives Zola Suite and Worldox users the following interoperability between the two platforms:

When working in Zola Suite, Worldox users can simply click on the dedicated Worldox icon and access the Worldox dashboard – no need to log in to two separate platforms and bounce between them as you work throughout the day.

When working within Zola Suite, your Worldox interface will look exactly as you’ve come to know it in Worldox – no need to master a new document management system. In this section, you can perform advanced searches and quickly find files stored within Worldox.

When creating a new Matter in Zola Suite, users can easily link it to a corresponding Matter (and appropriate cabinet) within Worldox or add a new Matter in Worldox.

User-based permissions remain whether firm members are working within Worldox or Zola Suite, ensuring that the viewing/editing of documents is limited on a need-to-know basis.

Learn more 

Join Worldox and Zola Suite on January 29, 2021 at 2pm ET for an overview of this new integration

Zola Suite

Zola Suite is a robust end-to-end legal practice management solution with sophisticated case management features and complete billing, accounting (business and IOLTA) and reporting tools in one, easy-to-use platform. Offering a best-in-class Worldox integration, Zola users can seamlessly access all of their Matter and Client files, hosted with Worldox, securely in Zola Suite, eliminating the need for legal professionals to juggle multiple applications. With this synergistic solution, Zola Suite provides small and midsize firms with a single source of truth.

Product Information

Worldox Legal Technology Webinar Series: DocSolid

Create a Digital Mailroom with Airmail2 + Worldox

Learn how to create a digital mailroom with Airmail2 + Worldox. Create a batch process for digital delivery of daily mail and document requests to employees working from home. Your law firm needs a digital mailroom because daily mail is essential and digital delivery is now mission-critical.

AGENDA

  1. The work from home imperative and the next normal
  2. Optimize workflows for daily mail using batch processes
  3. Integrate with Worldox for direct delivery of legal daily mail

Join Steve Irons, President at DocSolid for an overview on how you can benefit from adding Airmail2

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Worldox Legal Technology Webinar Series: Worldox – options and importance of training

Join some of our Senior Worldox VARs for a roundtable discussion on when to consider adding extra training, what type of training is available and how extensive should it be.  Learn what tips and tricks options are available.

The Worldox team will be joined by: Frank Jones and Sandy Johnson, Legal Software Connection, Inc.; Bill Baker, Baker + Cadence Solutions LLC; John Heckman, Heckman Consulting LLC; Rick Bernauer, Cytek Corporation; John Rock and Peter Brannigan, DoxAdvisors LLC.

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Worldox Technology Webinar Series: Trumpet, Inc.

Eliminate time spent and increase efficiencies within your Worldox workflow by trying on some of Trumpet’s tools! For over 20 years, Trumpet has been in the business of helping people enjoy the way they work. They’ve developed tools that integrate with your Worldox system and allow you to work faster and be more productive.

Learn how to find anything fast by using Symphony OCR.

See how your firm can quickly profile, scan, and file documents into Worldox by utilizing Symphony Profiler.

Learn how to make bulk filing a breeze with Autofiler.

Join Angela Haubert and Andrea Krakower to learn more about how Trumpet’s tools can enhance your Worldox experience.

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Worldox Technology Webinar Series: Dimension Funding

Financing your Technology Solutions and Subscriptions: Does it make Sense for Your Firm?

Dimension Funding provides innovative, creative and flexible customer financing programs that make products and services more affordable and therefore easier to acquire.  All project costs can be included to provide a truly “one payment” convenience.

Join Dean Morrison, Managing Director, and John Dondey, Managing Director, at Dimension Funding for a roundtable discussion.

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GDSI Releases Its Best-In-Class Seamless Sync Of Clio© + Worldox©

BOCA RATON, Fla.–(BUSINESS WIRE)–#customsoftware–GDSI, a leading provider of custom software solutions and DevOps services, has developed a simple and effective way for law firms to view Case documents from Worldox Web and automatically synchronize Client and Matter data from Clio to Worldox.

“Many of our clients have asked us about integration with the Clio platform for case management. Clio works well for them for case management, but they like the robust features of the Worldox document management system. The new integration between Worldox and Clio synchronizes Client and Matter data from Clio to a Worldox Cabinet and also allows them to pull up documents pertaining to a case in a new browser window,” said Ray Zwiefelhofer, president, Worldox. “Having experience working with GDSI, we trusted their team to address this challenge efficiently and effectively. GDSI has built a platform that automatically syncs from Clio to Worldox, and so much more. Our clients are happy. We are thrilled. GDSI exceeded our expectations.”

Douglas Geller, GDSI’s founder and president provides additional insight, “We understood the importance of designing a solution that would eliminate the time-consuming and unnecessary user interaction between Clio and Worldox. With our legal software experience, we quickly focused on developing a private cloud system to support synchronizations between the two systems. We appreciate the trust the Worldox and Clio teams have in us and are looking forward to future collaborations.”

Beta testing has proven to be successful for our Integration Service Platform, and we are now introducing the platform to Worldox clients around the world. Additional GDSI synchronization announcements are imminent.

About Clio

Clio, the leader in cloud-based legal technology, empowers lawyers to be both client-centered and firm focused through a suite of cloud-based solutions, including legal practice management software and client intake and legal CRM software. Clio has been transforming the industry for over a decade with 150,000 customers spanning 100 countries, and the approval of over 66 bar associations and law societies globally. Clio continues to lead the industry with initiatives like the Legal Trends Report, the Clio Cloud Conference, and the Clio Academic Access Program. Clio has been recognized as one of Canada’s Best Managed Companies, a Deloitte Fast 50 and Fast 500 company, and, most recently, Company of the Year, Anchor Success by the British Columbia Tech Association.

For more information about Clio, please visit https://www.clio.com/.

About GDSI

GDSI provides law firms, legal software companies, and professional services firms custom software solutions and DevOps services. Our U.S. based developers understand the user experience and provide detailed solutions, eliminating the complexity of development. Experts with over 25 years of experience, we design software efficiently and effectively so our clients can focus on the business of law.

For more information about GDSI, visit https://www.gdsi.com/ and follow us on LinkedIn.

About Worldox

Since 1988, World Software Corporation, based in Glen Rock, NJ, has set the standard in the evolving field of document management. With their flagship product, Worldox©, they are delivering the most reliable, full-featured, cost-effective, and easy-to-use systems available and now have an install base of over 6,500 companies in over 52 countries.

For more information about Worldox, visit https://www.worldox.com/.

Contacts
Helle Schwartz-Grossman
Marketing Manager
201.444.3228
HGrossman@Worldox.com

Jill Heise
Chief Marketing Officer
+1.773.832.9495
JHeise@GDSI.com

Worldox Technology Webinar Series: Docscorp

Get even more value from Worldox when you incorporate productivity-boosting apps from DocsCorp

Join us for a Thanksgiving Social: Thankful for Technology that just works.

Life can be pretty complicated, even when we aren’t in a global pandemic. This Thanksgiving, rather than sitting through product demos or technical reviews, let’s get together and be thankful for the technology that helps us do our jobs better.

Join Bob Moore and Katie Kennedy from DocsCorp for this social webinar. During the hour, we’ll share a holiday drink and swap side dish recipes.   We will also discuss new and existing products from DocsCorp that integrate seamlessly with Worldox.

Spend an hour of your day full in thoughtful discussion with us. Don’t miss your opportunity to get valuable insight into the technology other organizations are thankful for.

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