HotDocs allows you to transform any word processor file or PDF form into an interactive, rule-based template. HotDocs allows you to transform your frequently used documents and forms into intelligent templates that enable superfast production of custom documentation.
The Sackett Group, Inc.’s newest, next generation product for document editing, creating, and automation is compatible with Office 2007 and 2010 . More than a traditional template and macro package, MacPac 10 has evolved to include user, practice group, and firm-wide content creation as well as document assembly functionality. MacPac 10 integrates with most contact management, email, and DMS programs, including Worldox.
CrossWords provides a high-quality conversion from WordPerfect version 5.X and later, to Microsoft Word version 2000 and later. CrossWords is fully integrated with all the popular Document Management Systems including Worldox®
Bundledocs powerful document building application effortlessly produces high quality professional briefs, reports or document bundles in minutes. Our seamless integration with Worldox uploads files directly into your brief or document bundle. Once uploaded, Bundledocs will take care of the rest to immediately produce a document bundle that is ready to print, save or share.
Auto Filer allows users to bulk file large numbers of documents into Worldox using portions of the filename, database lookups and content from the document to populate the Worldox profile. This also includes the PDF Splitter which supports the splitting of large PDF files into multiple documents.
Worldox is a member company of Your Silver Bullet – The purpose of Your Silver Bullet is to accelerate our development of integrated solutions and to give you an easy way to find programs that “play well” together.
Junxure is a CRM solutions provider and practice improvement firm that provides technology, consulting and training to financial advisors. Junxure® and Junxure Cloud™ support enhanced productivity and stronger client relationships while ClientView Live offers secure private portals for clients.
To track and build stronger business results, many firms count on Juris® time, billing, accounting and financial management software. To track and build stronger business results, many firms count on Juris® time, billing, accounting and financial management software.