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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™ 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™ 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.

nQ 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.

Blue Car technologies

Blue Car Technologies’ DocuSign Connector for Worldox provides seamless integration between Worldox and DocuSign, allowing documents to be signed from a single right click action with signed documents automatically returned to the document management system.   Blue Car Technologies provides tailored software, DocuSign integration and support solutions to professional services organisations and specialises in the legal sector. A leader in innovative and unique products that improve day to day efficiency, Blue Car Technologies provides solutions to business problems and offer businesses savings in terms of cost and time.   As a DocuSign Technology Partner, Blue Car Technologies’ product portfolio is based on enhancing the function of Worldox Document Management System, integrating DocuSign APIs to allow seamless electronic signatures within a document management environment.

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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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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, Authorized Send To Worldox v7 enables your staff to quickly and easily send documents to Worldox directly from the touchscreen of your imageRUNNER ADVANCE multifunctional printer (MFP).

The Authorized Send to Worldox v7 application helps Streamline, simplify, and expedite the process of integrating hard-copy legal documents into the Worldox document system. Now users can step up to a Canon imageRUNNER ADVANCE device to quickly scan, classify, and upload case documents to Worldox with confidence.

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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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CloudNine™ empowers legal, information technology, and business professionals with eDiscovery automation software that simplifies litigation, investigations, and audits for law firms and corporations. Every day our 1,000+ clients answer their most pressing discovery questions through a combination of innovative CloudNine software and a community of hundreds of certified service providers. 

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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 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 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®


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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The progression of change in the legal technology market is compelling and suggests that law firms find themselves confronted by an accelerating pace of technology. Law firms of all sizes continue to justify seemingly ever increasing demands for investment in technology to remain competitive against their need to control expenses.  Dimension Funding helps by offering innovative and creative law firm technology financing programs that make products and services more affordable and easier to acquire. Financing programs provide several benefits.  Please contact us to review in more detail and to discuss your specific requirements for successful implementation.

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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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DocSolid is your source for the Postmark platform of enterprise scanning solutions integrated with Worldox. Minimize the cost, risk, and inefficiencies of paper records. Maintain a fully digital matter file in Worldox using Postmark barcode stamps for bulk scanning with quality controls that enable confident shredding. Postmark works with all multi-function copiers and dedicated scanners with one-button simplicity. Create a digital mailroom, eliminate file rooms and stop storing records offsite.

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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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Thomson Reuters 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 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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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.




The combination of ScanSnap Home software with the Fujitsu ix1600 and Worldox provides you with the best legal document management system on the market. Regardless of how advanced your DMS is, the documents you store within it will only be as good as the scanner used to capture the images stored there. The ScanSnap iX1600 sets the industry standard for ease-of-use, efficiency and flexibility utilizing intuitively designed hardware and software technology bridging the gap where the physical and digital meet. Providing the perfect on-ramp to digitize your most important documents.

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Dye & Durham provides Australian legal, property and financial professionals with regulatory information, workflow technology, property settlement services and legal support solutions. We are a trusted technology and services partner for businesses involved in all stages of property and asset lifecycles. With a rich history of innovation and industry firsts, our customer-centric technology and support services are trusted by Australia’s leading professionals. The partnership provides seamless integration between our Search Platform and Worldox.

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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 ~ 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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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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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 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 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.


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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Kinnami is a data security startup that is focused on tackling the growing problem of lack of trust in the digital world. Our goal is to enable better collaboration amongst teams, individuals and with third party organizations, by increasing data reliability, security and privacy for all parties. AmiStamp protects any type of file by applying a digital stamp that guarantees the existence, content and ownership of that file at the exact point in time at which it has been stamped. Data or versions of the file can subsequently be validated against the stamped original, identifying if any changes have been made.

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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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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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Leaflet is an awarding-winning Document Automation Platform that allows users to draft documents faster, while still retaining all of the control required to make each document unique. Attorneys can utilize templates, answer questions, and use the Clause Library to generate dynamic agreements all within Microsoft Word. Leaflet’s integration with Worldox allows you to use all of the tools and features of Document Automation, without changing your workflows or document management practices.

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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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The Sackett Group

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.


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.


MetaJure ILLUMINATE is the enterprise search product that gives lawyers and their firms the ability to efficiently locate 100% of their emails and electronic documents across their enterprise – quickly and easily. ILLUMINATE is fully integrated with Worldox, giving attorneys a seamless experience so they can realize greater value from their work product, expertise and wisdom.

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SPOTLIGHT by MetaJure is an easy-to-use, powerful eDiscovery tool that is ideal for small to mid-size cases, whether lawyers are preparing for litigation, beginning the due diligence for an internal investigation or business transaction, or responding to discovery. While every case requires thorough and smart analysis, not every case justifies expensive eDiscovery software. SPOTLIGHT gives users the power to quickly gather, filter, analyze, find and export the critical information they need at the right scale and price.

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

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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 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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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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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 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 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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“A Value For Money Solution”  Want a better way to Share Files, Communicate and Collaborate with your clients and colleagues? Use our Extranet/Intranet Portal and Digital Binder programs, Nikec Hubshare and Nikec Binder.   Nikec Hubshare is a powerful Extranet/Intranet Portal Platform that enables, collaboration and secure integrated Document Management Software file sharing; allows professionals to communicate more effectively and more efficiently with clients and colleagues.    Nikec Binder is a Document Management Software integrated virtual ring-binder to view, review, markup and present your documents in the office or on the move.   Want to learn more?  Attend a Webinar, register now  or call for more information or to schedule a private demonstration.

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Worldox is a member company of Your Silver Bullet – The purpose of Your Silver Bullet is to accelerate our development of integrated solutions and to give you an easy way to find programs that “play well” together.


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 Digital Paper. Paper, perfected. Revolutionize the way you read, annotate documents and take handwritten notes with Digital Paper. Go paperless, while still enjoying easy readability of the low-glare screen and precision writing on a paper-like texture.

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Tabush Group is a leading provider of Desktop as a Service (DaaS) and managed IT services, specializing in delivering technology solutions for small to midsize law firms. Take the app you love, Worldox, and move it to the cloud. Then, take everything else – your desktops, servers, applications, and files, and move it to the same cloud for a transformative cloud experience with Boxtop.

Tabush Group’s cloud solution, Boxtop, enables small and midsize professional firms to securely move their IT to the cloud and get rid of their hardware hassles and unexpected costs. Tabush Group makes your IT life simpler. Our mission is to deliver amazing service so our clients can focus on success. Founded in 2000, Tabush Group is a privately held company headquartered in New York City.


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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’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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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.

Thomson Reuters

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 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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Zola Suite is a robust end-to-end legal practice management solution with sophisticated case management features and complete billing, accounting (business and IOLTA) and reporting tools in one, easy-to-use platform. Offering a best-in-class Worldox integration, Zola users can seamlessly access all of their Matter and Client files, hosted with Worldox, securely in Zola Suite, eliminating the need for legal professionals to juggle multiple applications. With this synergistic solution, Zola Suite provides small and midsize firms with a single source of truth.

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