Worldox is powerful, yet remarkably easy-to-use. In addition to the standard DMS features (classify, store files), Worldox empowers your firm’s staff members with unique tools for collaboration and document sharing. You also get state-of-the-art security for vital firm data, including client or project-based “ethical walls”. Worldox integrates seamlessly with a wide range of software - with major office suites, e-mail, case management, billing and productivity applications – even most popular scanning solutions.
Attend a free, 15 minute on-demand demonstration of Worldox. Whether you’re interested in implementing a new document management system or looking to upgrade from a previous version, this video will provide you with the knowledge you need to determine whether Worldox is right for your firm.
Features & Benefits:
- Find files instantly and manage files centrally
- Integrate document handling with e-mail
- Worldox activates automatically as you work with files and supports nearly every file type
- Share client communications easily and find documents quickly via full-text search
- Integrate Worldox with CRM software for single-click access to frequently-used client files
- Relate documents. For example, link all files to be discussed with a client to a meeting agenda. Or, link files as “projects” for easy collaboration with staff. Control access; protect documents in progress, even create “ethical walls” to secure sensitive files
- Share files with staff, via public bookmarks, and by “subscribing” files in My Workspaces
- Ensure compliance, with complete document histories, instant access to files requested by auditors