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Worldox Integration Partner Solutions

Worldox integrates with top software applications to offer customers a wide range of options and maximum flexibility.

World Software Corporation integrates our core product with supported Microsoft operating systems and Office suites. For these additional categories of software, World Software provides integration capabilities as standard, “out of the box” features in Worldox.

The integration of all other products listed below is the responsibility of the named vendors, except in special circumstances where the responsibility is shared. To inquire about products and categories not listed here, please contact Worldox support.

AdvoLogix

AdvoLogix™ is a leading law practice and legal matter management solution that helps law firms and general counsel automate unique business processes and simplify legal matter management. The AdvoLogix cloud-based enterprise solution centralizes the management of matter, conforms to unique workflows and practice standards, accelerates client intake and qualification, and provides industry leading security and reliability.

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Amicus Attorney

Amicus Attorney is the world’s leading practice management software for legal professionals. Firm information is integrated into a single, automated system so you can organize your practice, increase billable time and reduce risk. The Amicus Attorney integration with Worldox enables you to take full advantage of the powerful document management and search capabilities of Worldox within your Amicus environment.

Attach Plus

Attach Plus™ dramatically improves the way businesses send e-mail attachments by reducing the time and complexity it takes to PDF, ZIP and/or password protect attachments. Automatically PDF your word processing files while attaching them to you e-mail. You can also zip them or password protect them with the click of a button while attaching them to your outgoing email.

BillBack

nQueue Billback’s iA provides the information to perform profitability analyses by matter, client, practice group or office to improve profitability and decision making throughout the firm by: Creating better processes and workflows. Managing firm expenses by tracking all costs automatically. Helping to understand and analyze data to enhance management decisions. Automatically process and scanned documents to users or document management systems.

BundleDocs

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.

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Canon

Paper documents are critical to how your firm practices law each day. Scanning hard-copy pages into a document management system is often a time consuming, manual, multi-step process. Now, Scan to Worldox enables your staff to quickly and easily send documents to Worldox directly from the touchscreen of your imageRUNNER ADVANCE multifunctional printer (MFP). Now, you can step up to a Canon imageRUNNER ADVANCE device and quickly scan, classify, and upload your case documents to Worldox with confidence.

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Case Flow

Caseflow, a full featured Case and Matter Management System that produces documents, manages workflow and ensures that deadlines are accurately tracked and achieved. It is scalable from a 5 person department to several hundred users over multiple locations and integrates seamlessly with your Email, Practice Management and Document Management Systems

Citrix ShareFile

Citrix ShareFile helps law firms of all sizes securely exchange files with employees, clients and experts. A full suite of mobile applications enables legal professionals to remain productive from anywhere at any time.

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ContactEase

ContactEase provides a powerful but streamlined solution that is easy to use and administer. The software achieves the optimum balance between power features and efficient data management they need without unnecessary features that confuse and distract.

ContactEase is the solution that enables firms to manage and leverage info on clients, prospects, competitors, contacts and employees. With ContactEase, organizations can eliminate the need for multiple and overlapping data repositories while providing professionals with strategic data, not just static data.

Copitrak

Copitrak Scan automatically Routes jobs, Tracks, Manages and Assigns Cost associated with scanned Paper documents. Platform Independent, works with all copier/MFP manufacturers. Scan to Document Management – Compatible Worldox, the system allows users to easily route and profile jobs directly to DM systems.

CrossWords

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®

Digitus Information Systems Pty Ltd

inMailX is an enterprise email management, compliance and productivity solution for Microsoft Outlook and document management systems, which brings together tools and functionality users need to effectively manage their emails and attachments. inMailX integrates seamlessly with Worldox, and its intuitive user interface has been designed to substantially streamline and improve email management workflow.

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DocsCorp

DocsCorp provides essential tools for document comparison, pdf creation and redaction. This integration with Worldox is seamless and initiated by tagging documents and right clicking to launch the required action.

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ECopy

Using Loffler’s Worldox Connector for eCopy ShareScan, paper documents can be scanned at a networked document scanner or digital copier/MFD and sent to the Worldox document management system.

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Elite

Elite is part of Thomson Reuters and is a premier provider of financial and practice management systems to the legal industry and to other professional services markets

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Equitrac

Equitrac Professional® is an integrated cost recovery and print management solution that helps law firms, as well as professional firms,accurately recover billable costs and reduce printing-related expenses. Equitrac and Worldox: clients simply login to the console at the Multifunction Device (MFD) and then enter the billing information and profile fields. This enables users to scan, allocate costs, and directly file a document into the Worldox™ DMS, eliminating the multiple steps previously associated with this process.

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Evolution Software, LLC

NOVO Compare is a document comparison solution tailored specifically for the legal industry, delivering reliability, scalability and ease of use.  With the latest release of NOVO Compare, users can access their Worldox library directly from within NOVO.  Using QuickCompare™, Worldox users have direct control over automating document lookup providing open file, version, and cross platform document comparison capabilities.   Additionally, NOVO Compare can be accessed from inside of Worldox using the Compare Files feature or users can simply Drag & Drop whole files into NOVO directly from Worldox.

 

 

Fujitsu ScanSnap

Worldox now integrates with Fujitsu ScanSnap personal scanners. It’s plug and play. The ScanSnap Manager utility senses Worldox and pops up a Worldox Save As window as each scan job completes. This allows for fast, easy profiling and storage of scanned files directly into the Worldox document management system.

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GlobalX

GlobalX is the market leading provider of integrated and innovative online information and workflow solutions that advance productivity and effectiveness for legal and conveyancing practitioners across Australia. Each day, through online information, practice management software (Open Practice), conveyancing workflow software (Matter Centre) and conveyancing and legal support services, they make it easier for law firms and conveyancers to access the right information, in the right format at the right time. The GlobalX partnership provides seamless integration between the GlobalX Search Platform and Worldox.

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Hotdocs

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.

ICreate

iCreate ~ Smart Templates, Document Automation and Formatting. iCreate helps firms produce documents more efficiently and consistently. iCreate is a document production software specifically for the legal industry. Law firms must produce documents ranging in difficulty from simple memos to complex agreements.

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InfoTrak

InfoTrack is a technology company with a leading SaaS platform that provides intelligent search and automated workflow for professionals across the legal, conveyancing, banking, finance, insolvency, surveying, mercantile, accountancy and government sectors.

Our superior software can be seamlessly integrated into Worldox allowing PDF search results to be profiled directly into the matter in real-time without any user involvement.

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IRedline

Esquire Innovations, Inc. is a leading provider of Microsoft Office integrated applications. iRedline provides Enhanced Word Document Comparison. Adds powerful tools and flexibility to native Word comparison feature. Complete Document Management System integration.

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IScrub

iScrub is a Metadata management application for Microsoft Office and PDF. An easy to use application that protects firms from the unintentional disclosure of metadata in documents.

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Junxure

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.

Juris

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.

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Konica Minolta

Konica Minolta Worldox Connector – Konica Minolta’s integration with Worldox harnesses the full potential of the bizhub® MFP. The Worldox Connector is offered as part of the Dispatcher® Phoenix family of automated document workflow products, which allows you to take advantage of additional advanced capture and processing features. Worldox users can scan, index, process and upload their files directly into Worldox—either at the MFP or via an automated workflow.

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KwikTag

KwikTag Legal works with any MFD, copier or scanner, turning a firm’s existing devices into one-button, integrated scanning on-ramps. Patented and seamlessly integrated into Worldox, designed for firms who want to get serious about reducing the cost and burden of paper. Also, KwikPath Convert automatically converts the PDF files in your Worldox repository to searchable PDF.

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Lawbase

Synaptec Software, Inc. has been providing LawBase case management solutions for government agencies, corporate legal departments, and law firms of all sizes for over thirty years. From LawBase, while in a case file, click the Worldox button to quickly see all the documents associated with that matter.

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Legal Anywhere

Legal Anywhere® provides secure collaboration and file sharing for law firms and corporate legal departments of all sizes and practice areas. Whether you need simple file sharing, deal rooms or more complex collaboration, Legal Anywhere has a solution for you that is easy to use and fast to deploy.

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Legal MacPac

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.

Litera

Litéra®, a provider of Collaborative Content Lifecycle Management (CCLM) solutions offers a comprehensive suite of document creation, comparison, collaboration and cleansing software that provides users with unsurpassed content confidence. Litéra’s software enables users to reduce risk and manage their documents and data with a degree of control not available through any other solution on the market. Litéra’s patented productivity applications meet the critical content management needs of today’s business professionals, including many of the world’s leading law firms and major corporations.

Microsystems

DocXtools makes Word work for legal by adding key integration points between Word and the Worldox DMS. Enhance usability and extend Word functionality with comparison, upgrade to .docx and document ID functionality that is fully integrated with Worldox. DocXtools makes Word work for legal by adding key integration points between Word and the Worldox DMS.

Needles

Needles case management system offers a suite of software program solutions for your law office that can optimize process workflow and reduce errors in legal expense tracking.

Omega

Omega Legalvx is a fully integrated system that offers both Financial Management (back office) and Practice Management (front office) tools

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Omtool Accuroute

Speed document-intensive processes, using AccuRoute® to capture, fax and route legal documents. Reliable solutions with DMS integration for records scanning, faxing and IP document handling.

Legal teams everywhere are looking to more effectively manage their paper processes. Omtool’s AccuRoute® allows each firm to decide the best practice for their firm’s environment. From batch scanning records for storage consolidation, to improved handling of sensitive IP documents, to digitizing the mail room, and on-demand capture at the desktop or mobile device, AccuRoute has the tools for what any firm is looking to accomplish.

Open Practice

Open Practice is a robust Australian Practice Management solution supporting mid-to-large law firms and over 7,400 legal practitioners.  With solid trust accounting at its core, Open Practice delivers on mobile, new law models, fixed fee requirements and traditional legal practice management features in a single package. Matter-centric workflow and data integration with precedents, search, electronic contracts and document management facilities deliver optimal end-to-end industry best-practice for every user at every level of the firm.  The partnership provides seamless integration between GlobalX’s Open Practice and Worldox.

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Orion Law

Since 1985, Orion Law Management Systems has developed and implemented complete financial, practice/case and firm management systems for mid-sized law firms. Orion has developed several key points of integration with Worldox designed to provide both a higher level of visibility to profiled documents, e-mails, voice mail messages, images, etc., as well as features that will improve workflow and productivity for both attorneys and staff.

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Payne Group

PayneGroup was the first to provide a metadata removal tool. Their Metadata Assistant provides a ‘hook’ to Worldox and uses Worldox interfaces and functionality so our mutual clients may clean discoverable data from files that should not be seen by anyone outside your organization. Their Forms Assistant software can be used to populate the Worldox Profile Card with metadata collected during the document creation process.

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PracticeMaster

PracticeMaster is award-winning practice management software that helps you find case, client and contact information and find it fast. PracticeMaster includes a firm-wide calendar, and tracking for online research, e-mail and phone calls. The two-way integration between Worldox and PracticeMaster creates a total practice management and document management solution.

Ricoh

Ricoh is a global technology company specializing in office imaging equipment, production print solutions, document management systems and IT services. Headquartered in Tokyo, Ricoh Group operates in about 200 countries and regions. In the financial year ending March 2015, Ricoh Group had worldwide sales of 2,231 billion yen (approx. 18.5 billion USD). The majority of the company’s revenue comes from products, solutions and services that improve the interaction between people and information. Ricoh also produces award-winning digital cameras and specialized industrial products. It is known for the quality of its technology, the exceptional standard of its customer service and sustainability initiatives. Under its corporate tagline, imagine. change. Ricoh helps companies transform the way they work and harness the collective imagination of their employees

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Softinterface

SoftInterface develops, manufactures, and sells tools for use world wide, particularly for MS Office users. Specializing in file comparison and file conversion software we empower you to leverage the latest software technology to automate the workplace. ‘Diff Doc’ is a powerful yet easy to use file comparison utility. Use it to compare files of all types including MS Word/Excel/PowerPoint, PDF, RTF, Text, HTML, XML, DOCX and more. Our document comparison utility works the way all software should — accurately, quickly, simply, and affordably.

Sony

In a world overwhelmed with paper, Sony introduces a revolutionary new way to work. Digital Paper from Sony, in conjunction with a document management solution such as Worldox, gives attorneys the power to annotate, share, and save documents all from a portable handheld device that’s lightweight and super-legible indoors and out.

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Summit Funding Group

Summit Funding Group provides innovative, creative and convenient lease financing alternatives that make it easy and affordable to acquire your Worldox software solution. Summit financing programs provide the law firm with several other important benefits including preserving bank credit lines, conserving precious working capital and accessing Section 179 benefits. Summit’s unique programs enable Worldox clients to finance 100% of all project costs at extremely competitive rates and with very flexible terms that create compelling ROI.

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Time Matters

Time Matters – highly customizable practice management software in and out of the office. It lets you foster collaboration on matters, streamline internal processes and fuel growth through increased billable hours and profitability.

Trumpet

Trumpet’s Symphony Suite is a complete imaging solution that streamlines the process for scanning, filing and OCR’ing documents into Worldox. With Symphony Suite, Worldox users can scan their files into Worldox in batch, and rest assured knowing that every keyword and phrase in their documents can be found with a simple text search. Symphony Suite combines two powerful products – Symphony Profiler and Symphony OCR – into a single, powerful imaging suite for Worldox.

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Trumpet Auto Filer

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.

Virtuoso

Trumpet’s Virtuoso provides seamless integration dramatically improves your productivity by integrating Worldox with your existing CRM . Some of the CRM applications supported by Virtuoso include: Salesforce, Microsoft Dynamics CRM, Junxure, Redtail, Advisory CRM by Tamarac, and many more.

Case Study

West Case Notebook

West Case Notebook is an electronic case file for saving and working with important documents, research, and transcripts. With the new integration, users can send copies of documents from Worldox into West Case Notebook with a single mouse click. Once loaded into West Case Notebook, files from Worldox can be combined with other essential case information, and organized in an easily accessible centralized electronic database.

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Workshare

Workshare is a provider of secure enterprise file sharing and collaboration applications, allowing individuals to easily create, share, and manage high-value content, on any device. Workshare enhances the efficiency of the collaborative process by enabling content owners to accurately track and compare changes to shared documents from contributors simultaneously.

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