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Worldox is a document management software. It allows organizations to store, organize, search, retrieve, and share documents and emails. The software has automation, collaboration, and search capabilities. These help users in legal, corporate, and public sectors efficiently manage information and work products. Key features are secure cloud storage, mobile access, version control, retention policies, and integrations with Microsoft Office and other productivity tools.
Provider
World Software
Located In
United States
Foundation
1988
Open API
Unverified
Deployment
Cloud, SaaS, Web-Based, On-Premise Windows, On-Premise Linux
Training
Live Online, Webinars, In Person, Documentation
Support
Chat
Legal professionals, law firms, corporate legal departments, and the public sector.
Content Source: WORLDOX GX
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WORLDOX GX Reviews
Pros
My overall experience has been a resoundingly positive one, and I would recommend Worldox over ATO or any other document storage software to law firms seeking a better platform worth the investment.
It keeps each case separate and allows for the differentiation of matters to also be distinguished among client files. Another feature I love is the Project option within a client matter.
Document management in a legal setting is very important. Attorneys expect documents at their fingertips and in this day of "paperless" offices, this is a very important program and works great.
Searching the indexed documents is easy and reliable. Training is recommended so that the user can best leverage this powerful tool to support a business or law practice.
Cons
Further - there is no uninstall protocol, years after cancelling and terminating and removing from your network, you will still have Worldox linked to your system.
I haven't found anything that I dislike about this system.
The software's updates are almost always a disaster to perform and until their last update to the indexer it had been a constant issue for us where it would crash and need to be re-started.
The indexer gets stuck on a regular basis and we have to have IT reset it.
"Organization at it's finest"
Overall: We love Worldox and are always recommending it to other firms. It's easy to use and forces us to save files correctly!
Pros: This program has forced our business to become more organized and centralized. We can now all find the documents we need. There are many different ways to search for a document so if you can't find what you are looking for because it was mis-filed you can still find it another way and re-file it.
Cons: When calling customer service you need to leave a message for them to call back instead of speaking with someone right away. This doesn't always work well if you have an issue that needs to be taken care of right away.
"More easier and well organised "
Pros: The app has been created very professionally to manage the documents
Cons: Searching and filling data Filing recovery
"Truly the least intuitive program I've ever used to sort files"
Overall: None
Pros: The fact that I can use it with so many people is really nice. I'm really sorry but I don't have too many pros as I completely hate the software.
Cons: Everything. I don't even know where to begin. This software looks like it was made in 1985 and it doesn't function much faster than a snail. It has preset configurations and it 100% drives me crazy. I just learned from my boss the other day that apparently if you haven't used a button in a while, it just GOES AWAY. How does a button just GO AWAY. Every time you try to make a decision it makes you verify it a second time, which is absolutely just a time waster. It is horrible at sorting and anytime I try to run a query it just isn't able to find the files I want. When I'm saving things from my computer it works maybe half the time. Absolutely the worst program I've ever used, wouldn't recommend it to anyone.
"Worldox Is a great DMS"
Overall: Worldox is a robust DMS system that allows easy tracking and moving of documents
Pros: It easily imports new clients/matters from the directory structure, while allowing easy search and location of files
Cons: The indexer isn't always perfect and sometimes will crash without warning causing search issues, however simply restarting it makes it work.
"Best and only document management system our firm has ever had. Normally very reliable. "
Pros: The software allows for text in file searches that are incredible at finding hard to find documents for end users. It also gives them easy preview options so that they can sift through big volumes of search results quickly.
Cons: The software's updates are almost always a disaster to perform and until their last update to the indexer it had been a constant issue for us where it would crash and need to be re-started. I also think they continue to make their software more and more user-friendly over the years, however it remains far from intuitive for most users.
