Category: Case Study

Smooth DMS sailing: Robinson Waters & O’Dorisio find better, more affordable document management in Worldox

Throughout our preparation to install Worldox, I developed tremendous confidence in DCNC, the Denver-based Worldox systems integrator that had originally demonstrated Worldox for us. I spoke with several DCNC customers (all law firms) who had recently migrated to Worldox; they were very happy with DCNC’s service and support, as well as with Worldox. Those conversations also provided helpful suggestions to complement our migration experience. My initial discussions with the team at DCNC added to my comfort level. Their consultants are knowledgeable about the product, and they know how law firms use a DMS. In particular, DCNC’s assistance in creating our

Hoskin Farina & Kampf enhances document and email management with cost-effective Worldox

The Solution: Worldox In the summer of 2009, our Colorado-based law firm began looking for a new document management system (DMS). We use an accounting, time and billing system from Oregon-based Legal Software Systems (LSS), and at the time we used a DMS product from LSS – LSSDocs. We desired a more robust DMS product that integrates deeply with Microsoft Outlook. Further, we sought DMS software with greater flexibility regarding document rights management and security. When we began our search, we looked at these DMS offerings: Document Locator from Oregon’s ColumbiaSoft, iManage Interwoven (now owned by the U.K.’s Autonomy), and

Howard Kennedy: Worldox/Web Mobile helps London firm’s lawyers access key documents online – anytime, anywhere

The Decision I didn’t know much about Worldox until earlier this year, but I certainly was familiar with Document Management Systems (DMS). In fact, we were on our second DMS implementation – an effort which so far had not been satisfactory. We did exhaustive due diligence, but the former product was not functioning consistent with our expectations. Time for a change We knew we had another round of (expensive) custom programming to rectify the situation, or we’d have to try something new. So I was very interested when Frank Jones (Legal Software Connection, Inc.) suggested Worldox – even more interested

Lombardo & Gilles implements Worldox® to manage documents and email, and streamline workflow

Background Law firms have an unparalleled amount of information to manage and track, and as any law professional knows, efficiently handling the volume of documents is one of the most challenging tasks involved in managing a law firm. With more than 15 years of documents accumulated on our server, that task was becoming even more cumbersome for my law firm, Lombardo & Gilles, based in Salinas, Calif. We started looking for a new document management system (DMS) to create a more paperless office, and also to modernize our firm’s email management system, which was costly, paper-intensive and time – consuming.

How one innovative law firm pursued the elusive, “paperless office” goal … and pretty much made it happen.

Background With more than 30 years of legal experience, J Stanford Morse P.A. specializes in automobile accidents and wrongful death cases. Efficiency and productivity matter here. We never hesitate to implement technology solutions where there will be a quantifiable gain in those areas. We have long wanted to move to a “less paper-intensive” style of work. We already use the Needles Case Management System, and find it well suited to our litigation practice areas. Document management seemed to be the next logical step; we’re a small firm, but still have thousands upon thousands of documents, emails and scanned files. The

Baldwin: Worldox survives a tough test, succeeds where other DMS programs failed

The Decision I didn’t know much about Worldox until earlier this year, but I certainly was familiar with Document Management Systems (DMS). In fact, we were on our second DMS implementation – an effort which so far had not been satisfactory. We did exhaustive due diligence, but the former product was not functioning consistent with our expectations. Time for a change We knew we had another round of (expensive) custom programming to rectify the situation, or we’d have to try something new. So I was very interested when Frank Jones (Legal Software Connection, Inc.) suggested Worldox – even more interested

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