A response to the recent ABA guidance on model rules, ethical tech duties to consider…
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.
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/.
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.
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/.
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