Category: Professional

As a small two-person firm, we recognized the benefits of Worldox several years ago. Worldox is the core of our technology in our practice and serves our document management needs beautifully. When we started discussing our needs, Laurie Odgers, of O2 Consulting Group, our Worldox consultant, recommended that we look at the offerings from Worldox. We were thrilled to learn that Worldox could provide certain add-ins to work right within our existing Worldox installation. Barry Yellin, Counsellor at Law, recently left a larger practice that provided backup services to start a solo practice. One of the challenges that came out

A document management system (DMS) is the lifeblood of a law firm. If the DMS is broken, the firm really suffers. In 2009, Law, Snakard & Gambill, P.C (LS&G), a full-service law firm in Fort Worth, Texas, began experiencing problems with its outdated version of DocsOpen DMS. We had bought the software in 1998 and upgraded it three times since then. However, about three years prior, the text search had stopped working. My firm poured many hours and about $10,000 into fixing the indexer and search capabilities of the software, but to no avail—the DMS was deemed unfixable. As the

The staff members of Barron & Young Intellectual Property Limited in Hong Kong had been using the Worldox document management system (DMS) for several years. They were seeking a way to annotate emails and documents with statuses that indicated, “follow-up”, “urgent”, “notes to file”, and “special instruction from client”. Charles Ho, the Principal and U.S. Patent Attorney at Barron & Young, sent an inquiry to his Worldox contact to determine the best way to denote documents with certain conditions. His request inspired the Worldox development team to make enhancements to the long-standing Libraries feature. The legacy Libraries feature in Worldox

The Solution: Worldox Lindsay Kenney LLP (www.lklaw.ca) is a full service Canadian west coast law firm with approximately 50 lawyers and in total about 140 staff providing legal services from offices in downtown Vancouver and Langley, British Columbia. For many years, the firm managed their electronic documents and files without a document management system (DMS), by using Windows Explorer to navigate folders and Windows Search to execute searches when needed. However, we reached the point where we had approximately 500 thousand documents (mostly Word documents), sorted by year, client, matter; they were not searchable in an efficient way. We wanted

The Solution: Worldox Seven years ago, Toronto’s Cavalluzzo Hayes Shilton McIntyre & Cornish began the hunt for a document management system for our 37 lawyers and 35 support staff. Our three-person team included firm administrator Jayne Ivall, attorney/tech liaison Amanda Pask and me. Our goals were straightforward: we wanted a DMS with: Document profiling – the ability to save metadata fields, such as client/matter/author/document type The ability to track document versions Indexed text searching with advanced search options And our top priority: email management Like many Canadian shops, we use Canada-based Corel’s WordPerfect, as well as Novell servers and GroupWise

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