Category: News

Blue Car Technologies’ DocuSign Connector for Worldox

March 10, 2021

Experience True Simplicity and Seamless Integration By: Christian Song, Blue Car Technologies Updated: March 1, 2021 Blue Car Technologies’ DocuSign Connector for Worldox provides seamless integration between Worldox and DocuSign, allowing documents to be signed from a simple single right click action with Signed documents automatically returned to the document management system. Here are some of the business benefits our clients can expect: A Single right click action to initiate the signing process within Worldox, shortening the signing process to seconds. Signed documents automatically saved back into Worldox as a new version or new document, reducing user workload by eliminating

Worldox Comes to Zola Suite!

January 21, 2021

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

Legal Document Types

January 19, 2021

Our clients often ask us for best practices for setting up Document Types. Here are some recommendations. What is a Document Type? When saving or profiling a document in a Legal Document Management System it is typical that, in addition to specifying the client and matter, a Document Type field is available. Document Type does not mean file format. Document Management Systems typically allow searching by file format – Excel, Word, PowerPoint, PDF, etc. – separately from searching by Document Type. The Document Type should be descriptive of the content of the file, for instance, Agreement, Correspondence, Court Filing, and

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

November 10, 2020

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

Work from Anywhere, Securely

October 19, 2020

Like many workplaces, law firms have increasingly acknowledged the need to allow remote operations in the face of the ongoing coronavirus pandemic. This massive shift to work from anywhere means firms have had to quickly make the transition from operating from an office-based environment to remote work. This situation has created the potential for increased risk to document security. More access points mean more potential for unauthorized access. Worldox understands the urgent need for legal professionals to continue to work efficiently and securely both in their offices and remotely. Our products are designed to meet and exceed that challenge, ensuring

Never Miss a Beat

October 19, 2020

At Worldox, our entire team is committed to providing exemplary customer service. With the ongoing COVID-19 pandemic, that commitment has not changed. The pandemic has been disruptive across the world, with workplaces everywhere facing the transition to remote and home-based work and the challenges that transition creates. Law offices and legal professionals are no exception. I’ve spoken to many attorneys and Partners who are adopting remote work for the first time. Due to the sensitive and confidential nature of this profession work from anywhere creates unique challenges for properly handling client matters. But with Worldox, our law firm customers are

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